Tue, Feb 13
|Capital Grille - Scottsdale
Is Your Practice ready for an Acquisition?
Time & Location
Feb 13, 2024, 12:00 PM
Capital Grille - Scottsdale, 16489 N Scottsdale Rd, Scottsdale, AZ 85254, USA
About the event
- Understanding Today’s M&A Landscape
- Components of an “Acquisition-Ready” Practice
- Standing Out From the Crowd: Making Your Practice Attractive To A Seller
- Identifying “Best Fit” Acquisition Opportunities
- Keys to Developing a Successful Outreach and Introduction Strategy
- Deal Structure and Financing Considerations
Guest Speakers:
Aaron Hasler, Skyview, Transition Specialist
John Profitlich, The Bancorp, Regional Sales Director
3750 Park East Drive - Beachwood, OH 44122
Office: (866) 553-9882 - Fax: (440) 505-5609 - Info@stratoswp.com
Check the background of your financial professional on FINRA's BrokerCheck.
Stratos Wealth Holdings is a family of companies focused on supporting the growth and success of financial advisors across business models and affiliation structures. Stratos companies include Stratos Wealth Partners, Stratos Wealth Advisors, Stratos Wealth Enterprises, and Fundamentum. Stratos includes a national network of over 300 experienced financial advisors and financial planning practitioners working across 26 states throughout the country.
Stratos Wealth Enterprises is the acquisition division of Stratos Wealth Holdings.
Stratos Wealth Partners, Ltd., an SEC Registered Investment Advisor, manages over $11.8 billion in advisory assets, and advises through LPL Financial, over $8.4 billion in brokerage and third party managed assets for a total of $20.2 billion as of December 31, 2023.
Stratos Investment Management, an SEC Registered Investment Advisor, manages over $1.5 billion in advisory assets as of December 31, 2023.
Stratos Wealth Advisors, LLC, an SEC Registered Investment Advisor, manages over $3.6 billion in advisory assets and over $39 million in third party managed assets as of December 31, 2023.
Stratos Wealth Management DBA LPL Financial, an SEC Registered Investment Advisor, manages over $307 million in advisory assets, and advises through LPL Financial, over $492 million in brokerage and third party managed assets for a total of $799 million as of December 31, 2023.
Investment advice offered through Stratos Wealth Partners, Ltd., a registered investment advisor and a separate entity from LPL Financial. The LPL Financial representative associated with this website may discuss and/or transact securities business only with residents of the following states: AL, AK, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, ME, MD, MI, MN, MO, MS, MT, ND, NE, NH, NJ, NC, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV and WY