Thu, Jul 18
|Stratos Office
Preparing Yourself and Your Business for Practice Acquisitions - Dublin (In-perspon)
Time & Location
Jul 18, 2024, 4:30 PM – 6:30 PM
Stratos Office, 5775 Perimeter Dr suite 140, Dublin, OH 43017, 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 have created a “perfect storm” 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"
- Developing Your Acquisition Strategy
- Deal Structure & Financing Considerations
*Dinner will be served
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