It takes a village…
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 form is a...
Read MoreTag: CPA
Designation Glossary: What Do Those Letters Mean?
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: Accredited Valuation Analyst...
Read MoreAlphabet soup or meaningful information?
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 ask what...
Read MoreQ&A: Why Should I Use a Business Broker?
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. You need someone who is properly...
Read MoreCreating a Professional Advisory Team for Your Business
Every business owner needs a trusted team of advisors. Find out who you need on your team.
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