Coming soon: 401(k) Insight: Getting to “Retired!”
September 15, 2014
Financial & Investment Expert Joseph M. Maas Publishes First Book, Exit Insight: Getting to "Sold!"
May 1, 2014
Joseph M. Maas, CFA, CVA, ABAR, CM&AA, CFP®, ChFC, CLU®, MSFS, CCIM, a Principal and Investment Advisor with Seattle-based Synergy Financial Management, LLC, has published his first book, Exit Insight: Getting to “Sold!” Active for…
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…
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: …
In the New Year, look ahead, not behind
January 4, 2013
Happy New Year to all of our friends, family, clients and readers! We hope your year is already off to a good start. Some of us are already thinking about the upcoming tax season, gathering…
Synergetic Finance Adds Director Mark Girouard, MBA to Business Valuation + Consulting™ and Mergers + Acquisitions™ Teams
November 15, 2011
Seattle-based Synergetic Finance has added Mark Girouard, MBA to its talented team of business consultants. With more than ten years of global experience in corporate finance, corporate development and investment management, Girouard will serve as…
Welcome, Mark Girouard!
November 4, 2011
We are pleased to welcome Mark Girouard, MBA to the Synergetic Finance team. Mark is a business valuation and merger and acquisitions consultant for the Synergetic Finance companies. For Synergy Business Valuation + Consulting, LLC,…
Q&A: What's the Process for Buying a Business?
September 7, 2011
Q. What’s the process for buying a business? A. The process of buying a business can be a complicated one, but Synergy Mergers & Acquisitions can streamline the process for you. Here are the basic…
Biz-Well Workshop: Financial Benchmarking & Website Optimization, Mar. 31
March 15, 2011
Does your business need a check-up? When you run a business, you need sophisticated techniques that reveal where aches and pains come from and how to prevent them. We’ll diagnose what’s going on, and show…