Whether you are a small or mid-sized firm, you probably have a team of trusted advisors to consult in their areas of expertise. Most business owners will have the “big three” – financial advisor, accountant and attorney. Each of these experts fulfills a specific role, but they should work closely together to be sure to maximize your firm’s value while reducing your risk. The larger your firm and the longer you’ve been in business, the larger your group of advisors may be. Your advisory team may include some or all of the following:

team approach

At Synergetic Finance, we believe in using the team approach to successfully support your business. In fact, we encourage these professional relationships, because these experts can help a business owner stay on track. A wealth manager, for example, can identify where you are from a personal financial perspective, a valuator can tell you what your business is worth today, and an insurance agent can identify and minimize your risks.

If you like the team approach, then Synergetic Finance is the firm for you. To learn more about how we can work with your business’s advisors to maximize your value personally and professionally, call or email us today. We want to be on your team!

To your wealth,

Joe Maas, CFA, AVA, CFP®, ChFC, CLU®, MSFS, CCIM
President of Synergetic Finance

Joe Maas