Synergy Financial Management, LLC is part of a financial eco-system providing three basic services to business owners: 1) Money Management 2) Valuation and Consulting, and 3) M&A advisory services and business transactions. And two professional services for individuals and trusts: 1) Money Management 2) Comprehensive Financial Planning Synergy helps you integrate your personal financial planning with your business financial planning. Whether you are planning to acquire a business, package and promote your business for sale, or to grow and maximize the value of your business, we can help you. In short, we help you optimize your exit plan. And the best time to start working on your exit plan is the day you open your doors. All business owners want to eventually leave their firms, but many companies are simply not ready for a transfer event. Whether it is by sale, death, divorce, or bequest, eventually you will separate from your business. Please turn to Synergy for professional and caring advice and let us help you navigate the potential pit falls that can destroy the value of your business. Our financial eco-system was formed to help you by providing practical, nuts-and-bolts advice on how to improve your firm's value. Our free Wealth Assessment Check-up is a great starting point for you and us to begin our relationship. After the assessment, and if appropriate, we will be in a position to propose a customize solution tailored to your specific goals and objectives.

Website: synergy-am.com

Phone: (206) 386-5455

Cross Streets: Near the intersection of SE Mill Plain Blvd and SE 131st Ave