Funding Solutions for Growing Businesses

Growth Requires Investment

Every growth plan requires capital.
Companies invest in:

• Expanding into new markets
• Hiring and training employees
• Investing in new equipment or technology
• Launching new product lines
• Upgrading facilities
• Strengthening operations

Three professional women in an office having a serious discussion around a table with documents and a coffee cup.

Smart companies fund growth with strategic incentives.There are billions of dollars allocated every year to help companies innovate, hire, manufacture, export, and train workers — but most business owners don’t know where to find it.That’s where we come in.

financial friction

Our team identifies and secures funding programs aligned with your business strategy — including grants, tax credits, workforce training funds, ETP funding, and state or local incentives.

We don’t just apply for programs. We architect funding strategies aligned with your growth plan.

Financial diagnostics & health check.

We perform a thorough analysis of your company’s financial status to identify strengths, weaknesses, and opportunities. This diagnostic helps uncover hidden risks and areas for improvement, providing a solid foundation for making informed funding decisions.

Capital strategy design.

Together, we develop a tailored capital strategy that aligns with your business goals and growth plans. This includes determining the optimal mix of debt, equity, and alternative financing options to maximize your company’s financial health and scalability.

Investor-grade financial models.

We craft compelling, data-driven investor presentations and robust financial models that clearly communicate your business’s potential. These tools help you confidently engage with potential investors and secure the capital you need.

Capital connections & deal flow.

Leveraging our extensive network and expertise, we identify the best funding sources for your business. We manage the deal process end-to-end, ensuring clear communication, thorough due diligence, and favorable terms.

ETP Funding (Employment Training Panel)

State-funded reimbursement programs that support job training for new hires and existing employees. ETP funding helps companies scale their workforce, adopt new technologies, and significantly reduce the cost of training programs.

why synergy

We don’t just point you to funding options. We walk with you through the entire process. Our approach is grounded in strategy, clarity, and real-world business sense. We take time to understand your goals, assess your financial position, and help you create a funding plan that matches your stage of growth and long-term vision. Whether you're navigating banks, investors, or alternative capital, we simplify the complex, prepare you thoroughly, and help you secure funding with confidence and direction.

1. Assess

We start with a deep dive into your financials, goals, and growth plans. This helps us understand your true funding needs and what capital structure makes sense for your business.

2. Strategize

Next, we build a tailored funding strategy. Whether you’re considering debt, equity, or grants, we help you align your funding approach with your timeline, risk tolerance, and long-term goals.

3. Pitch

We develop the materials you need to approach funders with confidence. That includes pitch decks, executive summaries, financial models, and guidance on positioning your offer.

4. Secure

We support you through meetings, negotiations, and due diligence—helping you evaluate offers, understand terms, and move forward with clarity and control.

5. Activate

Once funding is secured, we help you implement your plan. From budget allocation to performance tracking, we make sure your capital is used effectively and strategically.

client spotlight

Envoy

Bell bros

Caccia

Anderson plumbing, heating and air

fix auto

PPG

Akzo-nobel

home depot

adp

tynergy

essence global

circuit city

chrispco

synergy companies

mar-tech

Envoy

Bell bros

Caccia

Anderson plumbing, heating and air

fix auto

PPG

Akzo-nobel

home depot

adp

tynergy

essence global

circuit city

chrispco

synergy companies

mar-tech

Envoy

Bell bros

Caccia

Anderson plumbing, heating and air

fix auto

PPG

Akzo-nobel

home depot

adp

tynergy

essence global

circuit city

chrispco

synergy companies

mar-tech

We’ve helped businesses turn strategy into real funding outcomes. Whether it’s preparing investor decks, refining financials, or navigating negotiations, our process gets results. Here's how one client secured the capital they needed to grow.

When a regional service company came to us, they were growing fast but lacked the capital to scale operations. After assessing their financials, we developed a pitch strategy, built a financial model, and coached their leadership team. Within 90 days, they secured $500K in funding from a regional investor group. The result? New hires, expanded service areas, and a 30% revenue increase within six months.

"Synergy didn’t just help us get funding—they helped us understand our business better. Every step was clear, intentional, and strategic."

— Founder, Regional Services Client

growth funding

Across California and Oregon, there are grants, loans, and funding programs designed to help small businesses grow. Whether you're just getting started or ready to expand, we’ll help you find the right fit. Here are just a few examples of what’s available.

California Dream Fund

Microgrants up to $10,000 to help entrepreneurs launch businesses 

San Francisco Women’s Entrepreneurship Fund

Grants to women-owned businesses ($5K) for marketing, equipment, workforce

CAEATFA Sales Tax Exemptions

For manufacturers investing in clean-energy and advanced transport equipment

Economic Equity Programs

Grants and technical support through regional funds like Black United Fund, Livelihood NW, and tribal/community-based grants (ranging $50K–$800K)

Business Impact NW

Loans $5K–$500K for small businesses; real estate loans up to $750K; plus application counseling

Business Oregon Loans/Guarantees

Direct loans (OBDF, EDLF, Royalty Fund) and loan guarantees for near-bankable businesses

What kinds of businesses do you work with?

We work closely with trades-based and blue-collar businesses—construction, landscaping, fabrication, logistics, and more—along with outdoor brands that share our passion for practical, grounded work. If your business values hands-on teams, long-term growth, and strong internal culture, we’re a great fit.

What makes Synergy different from other consulting firms?

We meet you where you are. Synergy is built on real-world experience and honest conversations, not buzzwords or corporate templates. We understand the pace and challenges of blue-collar industries and tailor our support to fit your day-to-day reality. Our approach is personal, flexible, and focused on what actually works in your world.

How long does a typical project take?

Smaller projects like team systems or leadership support may take 4–6 weeks. More in-depth engagements, like business structure or brand strategy for outdoor companies, usually take 2–4 months. We keep things efficient, straightforward, and aligned with your schedule from the start.

Do you offer one-time consultations?

Absolutely. A one-time consultation is a great option if you’re tackling a specific challenge or just want a second set of eyes. Whether it’s helping a foreman manage better, streamlining a scheduling process, or giving your outdoor brand a clearer direction, we’ll give you practical advice you can act on right away.

Growth Requires Investment

1. Assess

2. Strategize

3. Pitch

4. Secure

5. Activate

California Dream Fund

San Francisco Women’s Entrepreneurship Fund

CAEATFA Sales Tax Exemptions

Economic Equity Programs

Business Impact NW

Business Oregon Loans/Guarantees

Profitable growth can start with a call.