About
Jack Geaneotes advises business owners and buyers as an Associate M&A Broker at Synergy Business Brokers. He covers New Jersey, Pennsylvania, and the greater Philadelphia area from South Jersey. He handles financial modeling, valuation analysis, pro forma statements, and buyer screening. He coordinates due diligence from engagement through closing. Jack Geaneotes supported high net worth clients as a personal wealth management paraplanner at McMullen Financial. He handled client relationships, financial planning, and new client onboarding in that role. He completed a Bachelor of Science in Marketing and Finance at the University of Delaware. He has passed the Series 65 exam.
Who is a good fit for Jack Geaneotes
- Owners in New Jersey planning a sale who need valuation analysis and pro forma statements.
- Buyers in Pennsylvania who want financial modeling before they pursue an acquisition.
- Founders who need deal management, buyer screening, and due diligence through closing.
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Frequently Asked Questions
Jack Geaneotes supports owners and buyers as an Associate M&A Broker at Synergy Business Brokers. He covers New Jersey, Pennsylvania, and the greater Philadelphia area. He handles financial modeling, valuation analysis, and pro forma statements. He screens prospective buyers and coordinates due diligence through closing.
Jack Geaneotes stays with the owner from initial engagement through closing. He builds financial models and valuation analysis for the company. He prepares pro forma financial statements to support the process. He screens buyers and assists with deal management through closing.
Jack Geaneotes was a personal wealth management paraplanner at McMullen Financial. He supported client relationships, financial planning, and high net worth onboarding. He completed a Bachelor of Science in Marketing and Finance at the University of Delaware. He has passed the Series 65 exam.