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Business Owners Succession Symposium (BOSS) 2026

Thu, Sep 24

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Stratos Wealth Partners

Exclusive educational event for business owners planning an eventual transition.

Business Owners Succession Symposium (BOSS) 2026
Business Owners Succession Symposium (BOSS) 2026

Time & Location

Sep 24, 2026, 8:00 AM – 3:00 PM

Stratos Wealth Partners, 3750 Park E Dr #200, Beachwood, OH 44122, USA

About the event


You are cordially invited to attend an exclusive educational event created for business owners who are considering the eventual transition of their business.


Whether your exit is two years away or twenty, the decisions you make today can significantly impact your company's value, your financial future, and the legacy you leave behind.


Throughout the day, you'll hear from experienced M&A professionals, valuation specialists, tax and legal experts, and business owners who have successfully navigated the transition process.



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3750 Park East Drive - Beachwood, OH 44122

Office: (866) 553-9882 - Fax: (440) 505-5609​​​ - Info@stratoswp.com

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Check the background of your financial professional on FINRA's BrokerCheck.

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Stratos Wealth Holdings is a family of companies focused on supporting the growth of financial advisors across business models and affiliation structures. Stratos companies include registered investment advisors Stratos Wealth Partners, Stratos Wealth Advisors, and Stratos Investment Management.

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Stratos Wealth Enterprises is the acquisition division of Stratos Wealth Holdings. 

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Stratos Wealth Partners, Ltd., an SEC Registered Investment Advisor, manages over $17 billion in advisory assets, and advises through LPL Financial, over $11 billion in brokerage and third party managed assets for a total of $28 billion as of December 31, 2025.

 

Stratos Investment Management, LLC, an SEC Registered Investment Advisor, manages over $3.3 billion in advisory assets as of December 31, 2025.

 

Stratos Wealth Advisors, LLC, an SEC Registered Investment Advisor, manages over $3.8 billion in advisory assets and over $444 million in third party managed assets as of December 31, 2025. 

 

Stratos Wealth Management DBA LPL Financial, an SEC Registered Investment Advisor, manages over $506  million in advisory assets, and advises through LPL Financial, over $912 million in brokerage and third party managed assets for a total of $1.4 billion as of December 31, 2025.

 
 
 

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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

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