Build value for your business and exit the game on top.
Your Synergy Exit Game Plan
The time to begin thinking about exit planning is the day you start your business. Assemble an MVP lineup of business professionals to help you build value and create a winning game plan. Our customized growth and exit strategies seek to maximize sale price and ensure a seamless transition to your next stage of life. Whether you’re looking to sell now or years down the road, we’re ready to go to bat for your business.
ELEVATE
Build lasting value with strategic planning and professional guidance to optimize business operations and position your company for future success.
EXIT
Optimize the sale of your business to maximize profit, minimize taxes, mitigate risk and secure favorable terms for a swift, seamless transition.
ENJOY
Enjoy greater freedom to focus on your next stage with a strategic wealth plan to ensure that your post-sale assets match your personal and financial goals.
Meet Your Consultants
Sol Shen, David Schlitt, and Chris Bordner are the founding principals of Synergy Exit Advisors, bringing decades of consulting and financial advisory experience to business owners. Sol (CEPA, Partner and COO of Synergy Wealth Alliance) and David (CEPA, Managing Principal Partner, Synergy Wealth Alliance) are founding members of the Orlando Chapter of the Exit Planning Institute (EPI), the authority behind the nationally recognized Certified Exit Planning Advisor credential. Chris (AAMS, Founder and CEO of Synergy Wealth Alliance) is a recognized educator on business and financial strategy. They are passionate about guiding clients through the complexities of exit planning, enhancing enterprise value, preparing for leadership transitions, and positioning owners to achieve their business and personal goals.
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Build a Winning Team
Gain access to our professional advisory partners, including CPAs and business law specialists.
E-book for Business Owners
In this informative e-book, we’ll show you how to level the playing field as you approach your exit. Whether you’re years or decades from selling, this is information every business owner needs to know. You’ll learn how acquirers will assess your business and expose the tactics they use to exploit first-time sellers. Take the first step toward your next stage by downloading this valuable resource at no cost.
Value Builder Assessment
The Value Builder Report allows you to see your company the way an acquirer will and evaluate how your business is performing on the eight factors that determine what your company is worth. Along with an estimate of value, you’ll also receive a blueprint for capturing the potential value you could harvest if you optimized your business for an acquirer. Take the assessment for free today.
BLOG
The Business Owner’s Playbook
Welcome to the NexStage blog, where you’ll learn valuable business growth tactics and strategies to plan a successful exit. If you’re a business owner who wants to swing for the fences, you’re in the right place
In a business world obsessed with growth, many entrepreneurs measure success by headcount, revenue, or rapid expansion. Growth feels like progress, and for many, it is. But if your ultimate goal is to one day sell your company to a strategic acquirer, chasing every opportunity for the sake of growth can actually weaken your value. […]
2026 is fast approaching; and for founders, executives, and business owners, this year will play a defining role in long-term value and personal freedom. With markets becoming more selective and buyers looking beyond revenue, valuation today is driven by readiness, not just growth. Here are three areas to prioritize as you move into the new […]
The very best time to sell your business is when someone wants to buy it. While it can be tempting to continue to grow your business forever – particularly when things are going well — that decision comes with a significant downside. Take a look at the story of Rand Fishkin who started his entrepreneurial […]
