Ryan McGarghan

Questioner
DISC Type : c

Synergy Solutions at Self-employed

Laconia, New Hampshire, United States

Overview

Ryan McGarghan is a Fractional CFO and the founder of Synergy Solutions. As a Certified Exit Planning Advisor (CEPA) and Profit First Advisor, he specializes in helping SMBs grow, scale, and exit. He earned his Bachelor of Business Administration from Southern New Hampshire University and is a RamseyTrusted Tax Pro.

Outside of his financial expertise, Ryan is an avid golfer and a member of the United States Golf Association (USGA). He also enjoys exploring new restaurants and spending time with his family, balancing his professional drive with personal interests.

His firm, Synergy Solutions, is officially recognized as a RamseyTrusted Tax Pro, reflecting a commitment to trusted financial principles.

Personality Overview

Not Easily Convinced

Price-Sensitive

Value Seeker

While they don't hesitate to ask questions, they are generally risk-averse and tend to be late adopters.  It is quite likely of them to ask for pricing or other concessions. They generally do not appreciate an overfriendly approach and prefer to stay to-the-point.

Topics They Care About

SMB Exit Planning
As a Certified Exit Planning Advisor (CEPA), his focus is helping business owners aged 50+ seamlessly navigate their exit strategy.
Proactive Tax Strategy
He frequently posts about treating tax planning as an ongoing strategy for savings and better cash flow, rather than a once-a-year task.
Data-Driven Decisions
Advocates for businesses to regularly review their financial data to spot trends, identify opportunities, and solve problems before they escalate.

Media Appearances

Ryan has no verified media appearances

Work History

Synergy Solutions at Self-employed
1-2022 - 12-2022
Account Manager, Chief Financial Officer at Fulling Management & Accounting, Inc.
10-2014 - 12-2021
Controller at DANIELS ELECTRIC CORPORATION
8-2009 - 11-2014
Controller at Laconia Country Club
2004 - 2007
Director of Finance, IT and Administration at Omega Home Healthcare

Education

Bachelor of Business Administration (BBA) from Southern New Hampshire University
Spanish Language and Literature from University of North Carolina Asheville

More Information

Social Presence :

Prographics :

Exp : 17 Location : Laconia, New Hampshire, United States Job Level : N/A Designation : Synergy Solutions at Self-employed
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Insights For Selling To Ryan

During A Call Or A Meeting

DO's

  • If you have a lower priced product compared to the competition, call out the same
  • Emphasize on objective proof of ROI, help them do a thorough evaluation
  • Share as much information as possible regarding your product

DONT's

  • Avoid phrases like ‘do not worry about’, ‘no one compares to’ etc.
  • Don’t try to be too friendly or informal with them
  • Don’t depend too much on anecdotal evidence, it reduces their confidence

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Ryan is

  • Ensuring that the product delivers ROI, cost-effective pricing and process compliance are very important for them.
  • Will you ever get a clear answer from Ryan

  • It doesn’t come naturally to them but they can say no if they are not convinced.

Insights For Deal Planning

    How fast (or slow) will Ryan move?

  • If they have the information that they need, they can move fast at making their decisions.
  • Can Ryan take some risk or not?

  • They can take risk if they are convinced that they have analyzed the circumstances well.


You And Ryan

Personality Compatibility


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