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Wed, Apr 19

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Maggiano’s Little Italy

Strategies for Buying or Selling a Practice

With nearly half of all financial advisors retiring or exiting the business in the next 10 years, succession planning has become crucial for advisors as retirement planning is for clients.

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Strategies for Buying or Selling a Practice
Strategies for Buying or Selling a Practice

Time & Location

Apr 19, 2023, 11:30 AM – 1:00 PM

Maggiano’s Little Italy, 7875 Montgomery Rd, Cincinnati, OH 45236, USA

About the event

With the increasing number of financial advisors retiring or exiting the business in the next 10 years, succession planning has become as crucial for advisors as retirement planning is for clients.  In a similar respect, when acquiring a practice, the preparation to understand a business's value and the deal structure is just as important if not more so.

Whether you are considering selling your practice or buying an existing book of business being informed is critical for success.  Join us for an in-depth discussion that covers:

  • How to successfully buy or sell a practice.
  • Placing a value on your business
  • Evaluate opportunities & challenges
  • Explore an exit plan that's right for you

Guest Speakers:

Jeff Concepcion , CEO & Founder, Stratos Wealth Partners

*Lunch will be served

Sponsors:

BlueRock | Live Oak Bank | Fidelity

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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 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. 

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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 $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.

 

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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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