[Can your company outperform itself?]

[Synergy rapidly provides targeted, valuable solutions.]

[Synergy's partners have over 20 years of experience in their areas of expertise.]

[Clients, their testimonials, industries served and Case Studies.]

[Quickly learn your company's critical performance roadblocks.]

[Find out what's happening at Synergy.]

"I SO APPRECIATED the
time that Patrick spent
with us."

Are you looking to boost your bank balance? Improve your bottom line? Have more resources to implement your decisions?

Financial Planning Service:

Our Financial Operations services can help you uncover and free-up cash, and develop a means to continuously improve your cash position -- now, and in the the future!

Synergy Consulting provides financial guidance and develops Business Financials Plans in sufficient detail to represent your plan to potential investors with realistic assumptions. These typically include:

  • Income Statement,
  • Balance Sheet, and
  • Statement of Cash Flows

We work with your assumptions of estimates for market size, sales units, staffing levels, cost of goods sold, and costs to market and sell, etc. Then we prepare projections encompassing monthly details for the first two years and annual detail for the next three years. We will then work with you to modify and mold the assumptions and financials into a believable story for the company and for potential investors. The financial assumptions and business plan will be in synch. Our successful systems and experience have helped many companies with successfully raised money.

Value: The statements we develop help companies raise money. We aks the financial operations questions typically missed by entrepreneurs.

Contact us today to see how we can help your organization!