Preparing Yourself and Your Business for Practice Acquisitions - Bend, OR

Stratos believes the coming opportunities for wealth managers and financial advisors are plentiful. The constant regulatory changes, technology adoption, platform mergers, and the aging advisor population have created an opportunity for growth-minded advisors considering acquisition as a key strategy.  

Please join us for an upcoming educational and networking event. We will be sharing ideas on “Preparing Yourself and Your Business for Practice Acquisitions.”  

During this in-person session, we will be covering:

• Understanding Today’s M&A Landscape

• Gaining Clarity on Your “Why” and “What”

• ​​​​Determining if your Practice is “Acquisition-Ready”