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Preparing Yourself and Your Business for Practice Acquisitions - Columbus

Thu, May 30

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Stratos Office

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Preparing Yourself and Your Business for Practice Acquisitions - Columbus
Preparing Yourself and Your Business for Practice Acquisitions - Columbus

Time & Location

May 30, 2024, 12:00 PM – 1:30 PM

Stratos Office, 291 E Livingston Ave, Columbus, OH 43215, USA

About the event

The coming opportunity for Wealth Managers and Financial Advisors is tremendous.  The disruptive forces of constant regulatory change, technology adoption, platform mergers and the aging Advisor population has created a “perfect storm” for growth-minded Advisors considering acquisition as a key strategy.  Please join us for an upcoming educational and networking event in Bedford on Thursday, March 7th. 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"
  • Developing Your Acquisition Strategy
  • Deal Structure & Financing Considerations.

*Lunch will be served

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3750 Park East Drive - Beachwood, OH 44122

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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 $12.8 billion in advisory assets, and advises through LPL Financial, over $9.8 billion in brokerage and third party managed assets for a total of $22.6 billion as of June 30, 2024.

 

Stratos Investment Management, LLC, an SEC Registered Investment Advisor, manages over $1.8 billion in advisory assets as of June 30, 2024.

 

Stratos Wealth Advisors, LLC, an SEC Registered Investment Advisor, manages over $3.6 billion in advisory assets and over $303 million in third party managed assets as of June 30, 2024. 

 

Stratos Wealth Management DBA LPL Financial, an SEC Registered Investment Advisor, manages over $254 million in advisory assets, and advises through LPL Financial, over $529 million in brokerage and third party managed assets for a total of $783 million as of June 30, 2024.

 
 

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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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