Synergy Business Synergy Business AdvisorsAdvisorsSpecialized services for Turnaround Specialized services for Turnaround companiescompanies

Our CompanyOur Company A Business advisory firm for small companies concerned A Business advisory firm for small companies concerned

about struggling financial issuesabout struggling financial issues We understand all of your needs, with one team, for every client. Only by 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 understanding and integrating each piece of the financial puzzle can we truly help our clients. truly help our clients.

Legal Guidance

Insurance

Risk Assessment

Tax Planning

Financial MgmtDebt Restructuring

Cash Flow andExit Strategies

Why Synergy?Why Synergy? Faced with the daily challenges of running a business, Faced with the daily challenges of running a business,

owners need to trust their business advisory team.owners need to trust their business advisory team.

Our advice can make a big difference for you, your business and your Our advice can make a big difference for you, your business and your

employees. employees.

Through our comprehensive approach, we identify missed opportunities and thou$$ands in potential

savings and/or unnecessary expenses.

Our TeamOur TeamThe team at Synergy Business Advisors offers clients expertiseThe team at Synergy Business Advisors offers clients expertisefrom many different areas.from many different areas.

Alexander SchaapAlexander SchaapAl is an practiced financial leader with 30 years experience.  He guides business owners to 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 achieve significant enhancements in overall profitability and financial efficiency.  As a CFO/Controller, Al helps businesses reach their financial and productivity goals.CFO/Controller, Al helps businesses reach their financial and productivity goals.

Dick Swofford, CPADick Swofford, CPADick's financial and operational experience includes corporate executive positions and Dick's financial and operational experience includes corporate executive positions and business consulting.  He helps business owners with operations, systems, planning 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 finance/accounting.  Dick has taught courses in finance, auditing and accounting to adult learners. learners.

Larry Wexler, CPA, MBALarry Wexler, CPA, MBALarry has extensive experience dealing with complex tax situations.  He advises individuals 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 and businesses owners on managing their tax liability and resolving complex issues.  He is an expert at coordinating legal and financial matters.an expert at coordinating legal and financial matters.

Walt Lipski, CBIWalt Lipski, CBIWalt assists owners of privately held middle-market companies to successfully complete 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 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 International Business Brokers Association and the M & A Source, a specialized group of intermediaries who focus on serving middle-market companies.intermediaries who focus on serving middle-market companies.

Our TeamOur TeamThe team at Synergy Business Advisors offers clients expertiseThe team at Synergy Business Advisors offers clients expertisefrom many different areas.from many different areas.

Craig Morningstar, PresidentCraig Morningstar, PresidentCraig is the co-founder and former President of a highly successful networking 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 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 professional and investment experience, he understands the challenges and opportunities in business.  Craig provides strategic consulting services to business owners. business.  Craig provides strategic consulting services to business owners. 

Joyce Morningstar, PhDJoyce Morningstar, PhDPrior to joining Synergy Business Advisors, Joyce's professional experience included market Prior to joining Synergy Business Advisors, Joyce's professional experience included market and business development for large companies.  She taught classes in personal financial 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 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 Individual Investors.  Joyce works with individuals and business owners to develop an overall financial plan for their future.overall financial plan for their future.

Margot Davis, MBAMargot Davis, MBAPrior to joining Synergy Business Advisors, Margot held several operational and financial Prior to joining Synergy Business Advisors, Margot held several operational and financial management positions in non-profit organizations.  Her experience includes project management positions in non-profit organizations.  Her experience includes project management, quality improvement programs, and system development.  Margot works with management, quality improvement programs, and system development.  Margot works with business owners in selecting and managing their individual and company retirement plans.  business owners in selecting and managing their individual and company retirement plans. 

Turnaround ManagementTurnaround Management Debt ManagementDebt Management

We can help identify which type of debt makes sense and suggest ways to We can help identify which type of debt makes sense and suggest ways to reduce debt that isn't contributing to growing wealth. reduce debt that isn't contributing to growing wealth.

BudgetingBudgeting We can establish the essential financial elements to sustain and grow a business We can establish the essential financial elements to sustain and grow a business

and eliminate those which do not contribute to long term success. and eliminate those which do not contribute to long term success.

Cash Flow AnalysisCash Flow Analysis We can ensure that the creditors are paid while your company establishes its 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.market and core vision that will propel it to sustained profitability and health.

Strategic PlanningStrategic Planning We can evaluate your company’s core strengths and develop a long term We can evaluate your company’s core strengths and develop a long term

roadmap. Services include capital budgeting, business development, and roadmap. Services include capital budgeting, business development, and marketing strategy.marketing strategy.

Five Steps to RecoveryFive Steps to Recovery

Evaluate and/or change Evaluate and/or change managementmanagement Synergy will judge the effectiveness Synergy will judge the effectiveness

of the management team and ensure of the management team and ensure that the right members are in place that the right members are in place for a successful turnaround.for a successful turnaround.

Analyze SituationAnalyze Situation Synergy will diagnose the scope of Synergy will diagnose the scope of

the company’s illness and determine the company’s illness and determine an immediate action plan.an immediate action plan.

Implement Emergency ActionImplement Emergency Action Synergy will restructure debts, Synergy will restructure debts,

improve working capital, reduce improve working capital, reduce costs, and improve budgeting costs, and improve budgeting processes.processes.

Restructure operationsRestructure operations Concentrate on core operations to Concentrate on core operations to

maintain long term survivalmaintain long term survival Return to Profitability!!

How to Reach UsHow to Reach Us

Synergy Business Advisors, llcSynergy Business Advisors, llc14700 North Airport Drive Suite 21314700 North Airport Drive Suite 213Scottsdale, AZ  85260Scottsdale, AZ  85260

Phone: 480 593 1819Phone: 480 593 1819

E-mail: E-mail: info@synergybusinessadvisors.cominfo@synergybusinessadvisors.com

Let Us Help You!!Let Us Help You!!