Category Archives: Business Valuation & Consulting

NACVA’s Professional Standards of Business Valuation Analysts

Posted on February 9, 2012 by Joe Maas

When you are engaging a firm like Synergetic Finance to place a value on your business, you want to be sure the firms adheres to the latest professional standards set forth by the National Association of Certified Valuators and Analysts. … Continue reading →

Posted in Business Valuation & Consulting | Tagged confidentiality, nacva, professional standards | Leave a comment

Why Do I Need a Valuation of My Business?

Posted on February 3, 2012 by Mark Girouard

One of the services that Synergetic Finance provides is business valuations. These are done for many reasons. Sometimes we are engaged directly by a business to determine a fair market value, and sometimes we are hired as an independent, third-party … Continue reading →

Posted in Business Valuation & Consulting, Mergers & Acquisitions, Selling Your Business, Taxation | Tagged buyouts, contractual disputes, initial public offering, tax planning | Leave a comment

Synergetic Finance, the Nordstrom of Investment Management

Posted on January 26, 2012 by Joe Maas

At Synergetic Finance, a boutique-style investment management firm, we pride ourselves on providing the very best customer service to our clients. In fact, we see ourselves as the Nordstrom of investment management. Why? Because we cater to each and every … Continue reading →

Posted in Business Valuation & Consulting, Financial Management, Financial Planning, Insurance, Investment Management | Tagged business valuation, consulting services, market trends, Nordstrom | Leave a comment

Valuations: Strategic vs. Authoritative

Posted on December 12, 2011 by Mark Girouard

What’s my business worth? Johnny Jones started Wild & Wacky Widgets in 1998, along with business partner Davey Davis. Jones wants to know what his business is worth now. What’s next? Jones needs a business valuation. In this case, he … Continue reading →

Posted in Business Valuation & Consulting | Tagged authoritative valuation, business consulting, strategic valuation | Leave a comment

Online Research: You Don’t Always Get What You Want

Posted on November 23, 2011 by Joe Maas

Jim Hitchner offers some very sound advice in his July 2011 email newsletter titled “Do You Know?” In this particular issue, he addresses whether or not the information on the Internet is reliable and whether it can – or should … Continue reading →

Posted in Business Valuation & Consulting, Buying A Business, Selling Your Business | Tagged business valuation, independent sources, online information | Leave a comment

Why Does My Business Need A Valuation?

Posted on November 15, 2011 by Mark Girouard

Many times we at Synergetic Finance receive requests to do business valuations, and it is important to go over a pre-engagement checklist with the prospective client before it makes sense to continue the work. This is to protect everyone involved … Continue reading →

Posted in Business Valuation & Consulting, Buying A Business, Mergers & Acquisitions, Selling Your Business, Taxation | Tagged business valuation, buy-sell agreement, buyout, divorce, economic value, estate tax, mark girouard, mergers and acquisitions, shareholder dispute | Leave a comment

Synergetic Finance Adds Director Mark Girouard, MBA to Business Valuation + Consulting™ and Mergers + Acquisitions™ Teams

Posted on November 15, 2011 by Joe Maas

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 the Director for Synergetic Finance’s … Continue reading →

Posted in Business Valuation & Consulting, Financial Management, Investment Management, Mergers & Acquisitions, News | Tagged boston college, business valuation, corporate finance, m&a, mark girouard mba, mergers + acquisitions, synergetic finance, university of north carolina at chapel hill | Leave a comment

Preparing Your Company for a Business Valuation

Posted on November 10, 2011 by Mark Girouard

Making the necessary preparations to have your company valued by an independent source like Synergetic Finance is important in having your valuation engagement go smoothly. The process of preparing for a business valuation can also help improve the value of … Continue reading →

Posted in Business Valuation & Consulting, Financial Management, Financial Planning, Mergers & Acquisitions | Tagged business valuation, buy-and-sell agreement, company value, independent valuation, mark girouard | Leave a comment

Welcome, Mark Girouard!

Posted on November 4, 2011 by Joe Maas

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, Mark specializes in all aspects … Continue reading →

Posted in Business Valuation & Consulting, Mergers & Acquisitions | Tagged business valuation, business valuation and consulting, mark girouard, mba, mergers and acquisitions, synergetic finance | Leave a comment

Q&A: What Is My Business Worth?

Posted on October 5, 2011 by Joe Maas

Q. How much is my business worth? Can Synergetic Finance determine the value for me? A. As part of its financial ecosystem, Synergy does offer informal business valuations. The Synergy team will help you value and then find the right … Continue reading →

Posted in Business Valuation & Consulting, Selling Your Business | Tagged assets, business valuation, financial statements, liabilities | Leave a comment