Broker Check

Small Business Owners

Client Centered

How We Help:

At Synthesis we assist successful business owners across many industries with their evolving planning needs. We believe in providing proactive guidance to our clients by truly understanding their values and goals. As a business owner, virtually every business decision you make affects your personal financial situation directly or indirectly. Some of these implications can be obvious and others may be less apparent. We bring all of these considerations to light this way you can make effective, informed decisions.

Strategies We Advise On:

  • Executive Compensation: Focuses on key benefits, direct financial compensation, and common variable or at-risk compensation approaches.
  • Risk management: Different forms of risk that need to be considered and managed. Some of these include types of buy-sell agreements, key employee retention, and asset protection.
  • Succession planning: Planning for the transition of a business is extremely important and typically requires many years of planning to optimize the value and mitigate taxes.  The first step starts with understanding your goals, future involvement, retirement income needs, and estate planning in order to develop a coordinated and comprehensive plan of action.