Success Stories

At Synch-O, we’re proud of the role we have played in our clients’ success. These achievements take a variety of forms, from including newly-inspired and motivated employees, to unexpected savings and record growth rates.

Metrics are important, but there are also meaningful intangibles that come with increased confidence, improved decision-making skills, and the expanded network our partners enjoy when they begin working with the Synch-O network of professionals.


Read more about why our partners trust and value us.

Law Firm Pivots Marketing From “B2B” To “B2C”

Law Firm Pivots Marketing From “B2B” To “B2C”

Issue: A Local Law Firm is dedicated to helping clients with legal and financial challenges of aging. They are attempting to...
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Financial Advisor Discovers New Ways To Thrive Amid Pandemic

Financial Advisor Discovers New Ways To Thrive Amid Pandemic

Issue: In July 2020, a business owner had a need to find growth in the midst of the COVID-19 pandemic....
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Web Development Firm Monetizes Change Orders More Efficiently

Web Development Firm Monetizes Change Orders More Efficiently

Issue: Calls and emails for website maintenance and change orders are disruptive and they tend to interrupt workflow on larger...
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Medical Practice Builds Profitability Post COVID-19

Medical Practice Builds Profitability Post COVID-19

Issue: Medical practice needs to build a an efficient and profitable organization post COVID-19. Significance: A viable exit strategy for...
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Company Creates Exit Plan for Loyal Employee

Company Creates Exit Plan for Loyal Employee

Issue: Retiring a loyal and respected sales representative. Significance: There had been a significant decrease in drive and productivity over...
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Non-Essential Business Finds Work During Crisis

Non-Essential Business Finds Work During Crisis

Issue: A business owner for a non-essential business during the Covid 19 Pandemic found himself “officially” closed based on the governors’...
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Buy Out or Phase Out a 49% Partner

Buy Out or Phase Out a 49% Partner

Issue: A business owner was looking to buy out or phase out his 49% equity partner Significance: From 2017-2018, the...
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Business Growth and Exit Strategy

Business Growth and Exit Strategy

Issue: A business owner was looking to hire a person to oversee sales. Prospective sales leader wanted an ownership stake...
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Clearly Defined Job Roles Leads to Better Productivity

Clearly Defined Job Roles Leads to Better Productivity

Issue: Who should the next hire be. The choices a Senior Level Technologist, a Marketing/Admin/Back Office Assistant, or a CFO/Controller/Bookkeeper....
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Product Segmentation Analysis and Implementation

Product Segmentation Analysis and Implementation

Issue: Business owner was grappling with the question of whether to expand to include complete phone solutions and services. Significance:...
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Creating Predictable Growth and Stabilizing Cash Flow

Creating Predictable Growth and Stabilizing Cash Flow

Issue: Managing the peaks and troughs in the business. Significance: Highs and lows of business have an impact on cash...
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Increased Annual Growth Rate Through Better Metrics

Increased Annual Growth Rate Through Better Metrics

The Challenge: Developing a marketing model to increase revenue. Managing the volume of inventory and turnover with products purchased overseas....
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