firm overview
Established in 2006 to fill a competitive need in the marketplace, Synergy Business Services offers a level of professionalism and industry knowledge that is normally associated with large metropolitan areas. The strength of our firm begins with our breadth of experience. Our principals and brokers come from distinguished careers in the following industries.
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Our educational backgrounds include Masters Degrees in business, marketing, entrepreneurship, engineering, finance and accounting. In addition to extensive professional backgrounds, the members of the Synergy team have successfully started, managed and sold over a dozen business enterprises of our own.
For individual bios, click here to meet our
team.
advisory services
At Synergy Business Services, we understand that every transaction has its own unique set of circumstances. We take the time to understand your business – and your personal and financial goals – and help you understand how your business will be viewed by potential buyers. The following are the primary services that Synergy offers clients:
- Pre-sale valuation and business assessment
- Development of a confidential Business Profile or Selling Memorandum
- Identify, screen and contact potential buyers
- Manage and negotiate the offer acceptance process
- Assist in arranging buyer financing
- Represent our client throughout the Due Diligence phase
- Work with the client’s legal, accounting and wealth management advisors to successfully close the transaction
To learn more about our proven approach to assisting clients, click
here for details on the Synergy Process.
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