top of page
Business Meeting

Succession Planning

Doesn't Have

To Be

Done Alone 


You Take Control of

Your Future

We are committed to truly understanding the goals of our advisors so that we can help them achieve their own version of success. This commitment starts at day one, when you join Stratos to your last day, when  you pass it on as you see fit.

And when you’re ready to grow, we’ll help you through each stage of acquiring another practice or book of business. And when you’re ready to retire, we’ll help you establish a business succession plan – building long-term value that will help you maximize the rewards of your years of hard work.

Succession Consulting

Our succession consulting assists you in creating appropriate exit strategies, identifying buyers and finding the right financing. 

Retirement Preparation

We’ll help you look for buyers. We’ll help you determine your options when you structure the terms of the agreement. These are critical issues in estate planning – and we stand beside you every step of the way, helping you define the steps toward implementation of a solid plan.

Growth Mode

For advisors looking to expand, we offer strategic acquisition coaching to help you outline and execute your own acquisition strategies. We offer consulting on how to structure these deals, perform due diligence and create purchase agreements. Let us help you close the deal – and then make it work.

Your Value

Find out what your practice is worth. Take the guesswork out of business valuation by taking advantage of consultative services that are precisely targeted to your needs as a financial professional.

Succession Consulting
Your Value
Retirement Prearation
Growth Mode
bottom of page