Enroll in the Synergy Asset Management Business Financial Planning Program

Please complete the form below to enroll in the program–a joint effort between Synergy Asset Management and ValuSource. This will give you access to the Online Business Valuation software, marketing portal, and all its associated content, templates, and systems.

The form also contains the Agreement for the Software, Data, and Web Application which is used for valuations and that you must agree to. Please call Mary Kate at 206-386-5455 x703 with any questions.

Advisor Enrollment

Financial Advisors must enroll in the program. This form captures your contact info and sends an email notification to the partner team. They will contact you with details to access the software, a basic orientation, answer questions, etc.

  • Include https:// before URL
  • Please tell us a little about you and your company

Click the respective links to view the Software, Data and Web Application Agreement or the License FAQs in their own window.

  • This field is for validation purposes and should be left unchanged.