Free Workshop: 3 Ways to Grow Your Business Now
April 2, 2013
As business consultants and valuation experts, we believe there are three ways to grow your business. We like to call them the “three promises,” because this is what we’ll show you how to do when…
7 Questions to Ask When Choosing an Investment Advisor
February 27, 2013
In the greater Seattle metropolitan area, there are thousands of investment and wealth managers. In fact, if you Google “Seattle investment management,” you’ll get more than 4 million search results. With so many options, how…
Synergetic Financial Management Adds Katie Vercio To Team
January 7, 2013
NEWS RELEASE – January 3, 2012 Seattle-based Synergetic Financial Management, LLC has added Katie Vercio, a financial planning and investment analyst, to its experienced team of wealth managers and business consultants. Vercio supports the company’s…
Optimize Your Financial & Marketing Plans with a Biz-Well Workshop
April 8, 2011
Learn how to optimize your business and measure its vital signs at this upcoming Biz-Well workshop, offered by Synergetic Finance and the Biz-Well team. Learn sophisticated techniques to measure and revive your company’s vital signs,…
Biz-Well.com Launches, Featuring Special Business Wellness Bundle at 70% Discount
February 8, 2011
Business Wellness bundle Biz-Well.com is offered by Seattle firm Synergetic Finance, for 70% off the full retail price.
Exit Planning: Where do you want to be in five years?
December 27, 2010
Business owners, where do you want to be in five years? Do you have a plan to get you there?
Synergetic Finance Adds Hospitality Expert & Consultant Andy Simmons to Team
December 1, 2010
Seattle-based Synergetic Finance has added hospitality expert and consultant Andy Simmons to the firm’s team.
Exit Planning: Setting Three Principle Exit Objectives
November 15, 2010
When planning to exit your business, it is critical to define the three principal exit objectives: cash, time line and buyer.