Business ConsultationBusiness OwnerEstate PlanningExit PlanningInvestment ManagementRetirement PlanningSelling Your Business
It takes a village...
August 19, 2014
If you’ve been following our blog, you’ve probably seen a number of posts over the last few months about exit planning, a complex topic that can be difficult to understand. Exit planning in its simplest…
Business OwnerBusiness Valuation & ConsultingExit PlanningMergers & AcquisitionsSelling Your Business
What’s your exit strategy? Part 2
July 9, 2014
(continued from our last blog post) Good choices A good option for many entrepreneurs includes exiting by being acquired, while continuing to offer help via a consulting contract. This choice may put an investor’s mind…
Business OwnerBusiness Valuation & ConsultingExit PlanningMergers & AcquisitionsSelling Your Business
What's your exit strategy? Part 1
July 3, 2014
As part of working with business owners to help grow and sell their companies, Synergetic Finance is often asked by clients to assist in answering an important fundamental question: “What’s your Exit Strategy?” This is…
Why should I care about exit planning?
May 6, 2014
At Synergetic Finance, we get calls every week from business owners who want to be financially successful, but who don’t necessarily understand why they need an exit plan. That’s one of the reasons I wrote…
Business OwnerBusiness Valuation & ConsultingEstate PlanningExit PlanningReal Estate InvestmentRetirement PlanningSelling Your BusinessTax Planning
Book Launch: Exit Insight: Getting to "Sold!"
April 17, 2014
Every day we see business owners who want to retire, sell their business or leave it to their kids, but they are usually not ready. They don’t know what their business is truly worth or…
Are you ready to sell? Part 1 of 3
March 3, 2014
After running a company for several years, or having just started a company, it is never too early for you to think about selling operations. While creating a unique company that looks attractive to potential…
What's Your Start-Up Really Worth?
July 16, 2013
In the Seattle area where Synergetic Finance is based, many small technology firms get started, and we often meet entrepreneurs who are seeking capital, working with limited resources, and looking to grow their new companies….
Business ConsultationBusiness Valuation & ConsultingBusiness WellnessBuying a BusinessFinancial PlanningSelling Your Business
Integrating Business & Personal Financial Planning
June 28, 2013
At Synergetic Finance, a financial eco-system, we provide three primary services to the business owners of small and mid-sized firms: Money Management Valuation and Consulting M&A Advisory Services and Business Transactions We help owners to…