Presentation is loading. Please wait.

Presentation is loading. Please wait.

Synergy Business Advisors Specialized services for Turnaround companies.

Similar presentations


Presentation on theme: "Synergy Business Advisors Specialized services for Turnaround companies."— Presentation transcript:

1 Synergy Business Advisors Specialized services for Turnaround companies

2 Our Company  A Business advisory firm for small companies concerned about struggling financial issues  We understand all of your needs, with one team, for every client. Only by understanding and integrating each piece of the financial puzzle can we truly help our clients. Legal Guidance Insurance Risk Assessment Tax Planning Financial Mgmt Debt Restructuring Cash Flow and Exit Strategies

3 Why Synergy?  Faced with the daily challenges of running a business, owners need to trust their business advisory team.  Our advice can make a big difference for you, your business and your employees. Through our comprehensive approach, we identify missed opportunities and thou$$ands in potential savings and/or unnecessary expenses.

4 Our Team The team at Synergy Business Advisors offers clients expertise from many different areas.  Alexander Schaap Al is an practiced financial leader with 30 years experience. He guides business owners to achieve significant enhancements in overall profitability and financial efficiency. As a CFO/Controller, Al helps businesses reach their financial and productivity goals.  Dick Swofford, CPA Dick's financial and operational experience includes corporate executive positions and business consulting. He helps business owners with operations, systems, planning and finance/accounting. Dick has taught courses in finance, auditing and accounting to adult learners.  Larry Wexler, CPA, MBA Larry has extensive experience dealing with complex tax situations. He advises individuals and businesses owners on managing their tax liability and resolving complex issues. He is an expert at coordinating legal and financial matters.  Walt Lipski, CBI Walt assists owners of privately held middle-market companies to successfully complete business sales, mergers, acquisitions and recapitalizations. He is an active member of the International Business Brokers Association and the M & A Source, a specialized group of intermediaries who focus on serving middle-market companies.

5 Our Team The team at Synergy Business Advisors offers clients expertise from many different areas.  Craig Morningstar, President Craig is the co-founder and former President of a highly successful networking organization. As the owner of several businesses for over 20 years and 12 years of professional and investment experience, he understands the challenges and opportunities in business. Craig provides strategic consulting services to business owners. Craig is the co-founder and former President of a highly successful networking organization. As the owner of several businesses for over 20 years and 12 years of professional and investment experience, he understands the challenges and opportunities in business. Craig provides strategic consulting services to business owners.  Joyce Morningstar, PhD Prior to joining Synergy Business Advisors, Joyce's professional experience included market and business development for large companies. She taught classes in personal financial management for several years and is a lifetime member of the American Association of Individual Investors. Joyce works with individuals and business owners to develop an overall financial plan for their future.  Margot Davis, MBA Prior to joining Synergy Business Advisors, Margot held several operational and financial management positions in non-profit organizations. Her experience includes project management, quality improvement programs, and system development. Margot works with business owners in selecting and managing their individual and company retirement plans. Prior to joining Synergy Business Advisors, Margot held several operational and financial management positions in non-profit organizations. Her experience includes project management, quality improvement programs, and system development. Margot works with business owners in selecting and managing their individual and company retirement plans.

6 Turnaround Management  Debt Management  We can help identify which type of debt makes sense and suggest ways to reduce debt that isn't contributing to growing wealth.  Budgeting  We can establish the essential financial elements to sustain and grow a business and eliminate those which do not contribute to long term success.  Cash Flow Analysis  We can ensure that the creditors are paid while your company establishes its market and core vision that will propel it to sustained profitability and health.  Strategic Planning  We can evaluate your company’s core strengths and develop a long term roadmap. Services include capital budgeting, business development, and marketing strategy.

7 Five Steps to Recovery  Evaluate and/or change management  Synergy will judge the effectiveness of the management team and ensure that the right members are in place for a successful turnaround.  Analyze Situation  Synergy will diagnose the scope of the company’s illness and determine an immediate action plan.  Implement Emergency Action  Synergy will restructure debts, improve working capital, reduce costs, and improve budgeting processes.  Restructure operations  Concentrate on core operations to maintain long term survival Return to Profitability!!

8 How to Reach Us Synergy Business Advisors, llc Synergy Business Advisors, llc 14700 North Airport Drive Suite 213 Scottsdale, AZ 85260 Phone: 480 593 1819 E-mail: info@synergybusinessadvisors.com info@synergybusinessadvisors.com Let Us Help You!!


Download ppt "Synergy Business Advisors Specialized services for Turnaround companies."

Similar presentations


Ads by Google