Free tax help Referral partners info@sbcsynergy.com
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Your financial partner

From your first ledger to the day you sell.

Synergia by SBC gives small and medium-sized businesses the financial and operational backbone to grow: clean books, smart tax planning, lender-ready loan packages, and a clear strategy for growth and exit.

Services

Everything behind the numbers, under one roof.

Work with us on a single project or an ongoing monthly retainer. Most clients start with one urgent need, often financing, and stay for the planning that keeps them ahead.

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Tax

Tax preparation & planning

Accurate filing every season, and year-round planning so April holds no surprises.

  • Business and individual returns
  • S corporation elections and owner pay planning
  • Quarterly estimates and entity structuring
Advisor reviewing financials on a tablet
Books

Bookkeeping & sales tax

Monthly books you can trust, reconciled and ready for lenders, investors, or an audit.

  • Monthly reconciliation and close
  • Profit and loss, balance sheet, cash flow
  • Illinois sales tax filings
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Capital

Loan packaging

We assemble the complete, lender-ready package so your application gets read and approved.

  • SBA, bank, and CDFI loan applications
  • Financial projections and debt-service analysis
  • Creditworthiness and collateral positioning
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Growth

Growth strategy

Pricing and forecasting plans that move a strong local business into wider markets.

  • Pricing strategy and margin review
  • Demand and inventory forecasting
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Exit

Exit & succession planning

Prepare your business to be valued, sold, or passed on, on your timeline and your terms.

  • Sale-readiness and value drivers
  • Succession roadmaps for family and partners
  • Introductions to qualified buyers through partner advisors
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Operations

Operational advisory

The systems that keep growth from turning into chaos, delivered with our operations partners.

  • Cost efficiency across the supply chain
  • Supplier terms and inventory management
  • Leadership roadmapping for founders
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Who we serve

Built for businesses with real customers and real ambition.

We specialize in community-rooted businesses, including the local restaurants and ventures that are ready to grow. If you have customers, revenue, and a plan for what comes next, we help you build the financial foundation to get there.

Local restaurants and food businesses

Owners who need dependable books, Illinois sales tax handled on time, and capital for equipment, a buildout, or a second location.

Neighborhood service and retail businesses

Salons, shops, studios, and service providers that have outgrown shoeboxes and spreadsheets and want clear numbers every month.

Ventures ready for their next step

Founders preparing for a first business loan, setting up an S corporation, expanding into new markets, or planning a sale or succession.

Not sure if you're ready? Most of our clients weren't either. A first conversation will tell us both where to start.

Our approach

Strategy, structure, and execution, tied to goals you can measure.

We work alongside you, not around you. Every engagement ends with specific, trackable outcomes rather than a binder of theory.

01

Assess

We review your books, returns, cash flow, and operations to see exactly where the business stands and what is holding it back.

02

Structure

We put the right foundation in place: entity and tax setup, clean financials, and a credit position lenders can evaluate.

03

Grow

We help you secure capital, scale your channels, and plan the long game, all the way to a successful exit.

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Community tax site

Free tax preparation for qualifying households.

As an IRS Volunteer Income Tax Assistance (VITA) partner, Synergia by SBC hosts a free tax site for individuals and families who meet IRS eligibility guidelines. Contact us to check eligibility and schedule an appointment.

Appointments at our Uptown office

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Partnerships

Bankers, attorneys, brokers, and CDFIs

Ask about our referral partnership.

Contact us at info@sbcsynergy.com
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Get started

Let's look at your numbers together.

Tell us where your business is today and where you want it to go. We'll recommend a starting point, whether that's a loan package, a tax plan, or a full monthly retainer.

Email
info@sbcsynergy.com
Office
4753 N Broadway Street, 2nd Floor
Chicago, IL 60640