At Stratos, you have options. You can select from a number of partnership models that best suit your needs.
Please review your options below and contact us to start your journey to true independence.
Your wealth management practice…taken to a whole new level.
Do you want more control over your future?
Do you want to be rewarded for the value you create?
Do you want to serve your clients your way?
If you answered, “yes” to any of these questions, then this could be your moment.
The moment that changes everything for you.
You can retain your independence and utilize these valuable resources to help grow your practice.
Merger or Acquisition
Are you contemplating a change? Maybe you’re ready for retirement or perhaps a career change. Whatever the reason, you’ll want to plan for your clients’ future as well.
At Stratos, there are many M&A options from a minority investment to a complete acquisition. We work with you to find the best option for you, your employees, and your clients.
Together, let’s discuss how Stratos can serve as a beneficial solution for you and for your clients.
Helping You Take Control of Your Future.
We are committed to truly understanding the goals of our advisors so that we can help them achieve their own version of success. This commitment starts at day one, when you join Stratos to your last day, when you pass it on as you see fit.
And when you’re ready to grow, we’ll help you through each stage of acquiring another practice or book of business. And when you’re ready to retire, we’ll help you establish a business succession plan – building long-term value that will help you maximize the rewards of your years of hard work.
Our succession consulting assists you in creating appropriate exit strategies, identifying buyers and finding the right financing.
We’ll help you look for buyers. We’ll help you determine your options when you structure the terms of the agreement. These are critical issues in estate planning – and we stand beside you every step of the way, helping you define the steps toward implementation of a solid plan.
For advisors looking to expand, we offer strategic acquisition coaching to help you outline and execute your own acquisition strategies. We offer consulting on how to structure these deals, perform due diligence and create purchase agreements. Let us help you close the deal – and then make it work.
Find out what your practice is worth. Take the guesswork out of business valuation by taking advantage of consultative services that are precisely targeted to your needs as a financial professional.
What Advisors Say...
Founder, BWM Financial
"We are very pleased with the outcome of our decision in 2015 to join this renowned network of financial advisors, which has resulted in the opportunity to scale, grow and increase our services to clients in Southern California. Following the strategic investment in 2020, BWM Financial’s partnership with Stratos ultimately shattered all expectations and provided our team not only with the tools and solutions we needed on executive leadership and M&A fronts, but a true partner with shared values and goals.”
“From the beginning of my time with Stratos, Jeff Concepcion and his team at the home office have been true partners in my business. Their willingness to help and the sincerity shown, has never waivered. Stratos goes above and beyond in order to try to provide everything that I need for my business and my clients. The Stratos staff really does make the difference.”