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Creating Your Acquisition and Succession Planning Strategy Workshop

Wed, Mar 02

|

iTalico - Palo Alto

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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Creating Your Acquisition and Succession Planning Strategy Workshop
Creating Your Acquisition and Succession Planning Strategy Workshop

Time & Location

Mar 02, 2022, 4:30 PM – 6:30 PM

iTalico - Palo Alto, 341 California Ave, Palo Alto, CA 94301, 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:

• Learning about buyer's risks like seller engagement, client attrition and cash flow challenges

• Exploring sellers' risks like low down payment, buyer insolvency and philosophical alignment

• Reviewing case studies and tools to help assess value strategies

*Food & Drinks will be provided.

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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.

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

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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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