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Preparing Yourself and Your Business for Practice Acquisitions - Scottsdale, AZ

Thu, Oct 24

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Ruth Chris Steakhouse

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Preparing Yourself and Your Business for Practice Acquisitions - Scottsdale, AZ
Preparing Yourself and Your Business for Practice Acquisitions - Scottsdale, AZ

Time & Location

Oct 24, 2024, 12:00 PM

Ruth Chris Steakhouse, 7001 N Scottsdale Rd suite 290, Scottsdale, AZ 85253, USA

About the event

Stratos believes the coming opportunities for wealth managers and financial advisors are plentiful. The constant regulatory changes, technology adoption, platform mergers, and the aging advisor population have created an opportunity 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”


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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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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. 

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.

 
 

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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