Business Owners

Strategic guidance for your financial life:
Wealth management solutions for business owners

As a founder or business owner, you’ve built a successful business, often putting your employees’ and customers’ needs ahead of your own, and your business and personal finances may be closely intertwined. We offer a suite of wealth advisory services designed to help safeguard your personal wealth while realizing the value of your business.

Synergy delivers business owner solutions that address the entire lifecycle of a business—from inception to exit. Whether you need help with succession and exit planning, mergers and acquisitions, or liquidity planning, we have a suite of solutions that can help.

How we serve business owners:

  • Liquidity event support

  • Business valuation services

  • Strategic Advisory Network (SAN)

  • Private Liquidity Network (PLN)

  • Commercial real estate solutions

  • Business succession planning