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 Moreby Joe Maas | Aug 19, 2014 | Business Consultation, Business Owner, Estate Planning, Exit Planning, Investment Management, Retirement Planning, Selling Your Business | 0 |
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 Moreby Joe Maas | Jan 23, 2013 | Financial Management, Financial Planning, Insurance, Investment Management | 0 |
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 Moreby Joe Maas | Jan 15, 2013 | Financial Planning, Investment Management | 0 |
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 Moreby Joe Maas | Aug 11, 2011 | Business Broker, Business Valuation & Consulting, Buying a Business | 0 |
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 Moreby Joe Maas | Dec 17, 2010 | Business Valuation & Consulting, Financial Management, Mergers & Acquisitions, Training & Education | 0 |
Every business owner needs a trusted team of advisors. Find out who you need on your team.
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