Designation Glossary: What Do Those Letters Mean?
January 23, 2013
There are dozens of professional designations that can be earned in the world of business and finance. Here is a brief list of those you might see when working with the Synergetic Finance team. AVA: …
Alphabet soup or meaningful information?
January 15, 2013
If you’ve ever seen our website or gotten an email from Synergetic Financial Management, you’ve probably noticed a lot of letters after our analysts’ names: CFA, CFP®, ChFC®, CLU®, MSFS, MBA, etc. Our clients often…
Q&A: Why Should I Use a Business Broker?
August 11, 2011
Q: I am thinking of buying a business. Why should I work with a Business Broker instead of facilitating the search and purchase process on my own? A: Buying a business is an important decision….
Creating a Professional Advisory Team for Your Business
December 17, 2010
Every business owner needs a trusted team of advisors. Find out who you need on your team.