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In the News

Impact Communications, Inc.       May 18, 2021 – Sam Brownell provides tips for independent business owners in video interview

HBSDealer       May 9, 2021 – Sam Brownell provides exit planning tips for business owners: “Start Your Education Early”

HBSDealer       May 5, 2021 – Sam Brownell quoted in article on Everything You Need to Know About EBITDA

HBSDealer       May 3, 2021 – Sam Brownell on Five Things To Know If You Want To Build, Scale and Prepare Your Business For a Lucrative Exit

HBSDealer       April 15, 2021 – Sam Brownell quoted in article on Why some investors are betting on the most staid investment of all: Cash

HBSDealer       April 14, 2021 – Sam Brownell will present at the 2021 ProDealer Industry Summit hosted by HBSDealer and the NLBMDA

GOBankingRates       March 13, 2021 – Sam Brownell featured in article on 8 Major Ways We’ve Had To Adjust Financially Due to the Pandemic

GOBankingRates       March 13, 2021 – Sam Brownell featured in article on 8 Major Ways We’ve Had To Adjust Financially Due to the Pandemic

GOBankingRates       March 10, 2021 – Sam Brownell quoted in article on How Our Approach to Budgeting Has Changed Forever

Yahoo! Finance       March 10, 2021 – Sam Brownell quoted in article on How Our Approach to Budgeting Has Changed Forever

Citywire       Feb. 24, 2021 – Sam Brownell featured in article on The advisors guiding small business owners through the Covid-19 pandemic

Financial Advisor IQ       Feb. 22, 2021 – Sam Brownell featured in article on Managing a Small Business Owner’s Retirement

HBSDealer       Feb. 19, 2021 – Sam Brownell's recent presentation featured on the LBM Finance & Development Week Highlight Hub

HBSDealer       Feb. 17, 2021 – Webinar: Tax & Estate Planning: How Do I Minimize Taxes and Protect My Family When I Sell My Business?

NCBA CLUSA        Feb. 9, 2021 – Sam Brownell to present webinar on Proactive Succession Planning

Small Business Connections Podcast       Feb. 8, 2021 – Sam Brownell discusses succession planning on the Small Business Connections Podcast

HBSDealer       Feb. 4, 2021 – Sam Brownell presents webinar on Tax and Estate Planning for businesses

HBSDealer       Feb. 1, 2021 – Webinar: Business Valuation: What is My Business Worth and Can it Fund My Retirement?

HBSDealer       Jan. 26, 2021 – Sam Brownell delivers webinar presentation on Business Valuation

U.S. News & World Report       Jan. 19, 2021 – Sam Brownell was quoted in Advisors Allay Fears of Clients Unnerved By Pandemic

GOBankingRates       Jan. 19, 2021 – Sam Brownell featured in article on Financial Advisors Allay Fears of Clients Unnerved By Pandemic

HBSDealer       Jan. 15, 2021 – Stratus joins NLBMDA Manufacturers and Services Council

LBM Journal       Jan. 15, 2021 – Stratus joins NLBMDA Manufacturers and Services Council

HBSDealer       Jan. 13, 2021 – Sam Brownell delivers presentation for HBSDealer LBM Finance & Development Week

The New York Times       Jan. 2, 2021 – Sam Brownell featured in this article on how to Spend Less, and Smarter, in 2021

Impact Communications, Inc.       Dec. 30, 2020 – Sam Brownell's full comments on Understanding the SEC's New Marketing Rules for Financial Advisors

Financial Planning       Dec. 24, 2020 – Sam Brownell was quoted in What advisors need to know about the SEC’s new marketing rules

HBSDealer       Oct. 7, 2020 – Sam Brownell's recent conference session covered in Maximizing the Value of a Succession Plan

HBSDealer       August 20, 2020 – Sam Brownell Encourages Maryland Residents to 'Buy Local'

NCBA CLUSA        July 10, 2020 – Webinar:  "Moving Beyond Paralysis: How Your Business Can Prosper Before and After the COVID-19 Crisis"

Barron's       June 14, 2020 – Sam Brownell offers insights on small business owners and retirement in 3 Steps to Get Back on Track    

Global FinTech Series       May 6, 2020 – Stratus' suggestions for business continuity planning:  A Roadmap to Help Your Business Prosper

Financial Advisor IQ       April 9, 2020 – Stratus is cited in this article:  Free Advice is Catching On in the Industry Amid the Pandemic

Financial Advisor IQ       March 31, 2020 – Article on Stratus Wealth Advisors Offering Free Advice

Global FinTech Series        March 30, 2020 – Useful tips for business owners: Coronavirus and Finance Tips - 5 Steps Business Owners Can Take Now

Seeking Alpha         March 26, 2020 – To support the community during these trying times, Stratus Offers Complimentary Consultations

HBSDealer        Jan. 2020 – Tips for building a successful succession plan: Hardware - Building Supply Dealer

The Street     Dec. 23, 2019 – Sam Brownell was quoted in 14 Things To Know About Making End-of-Year Donations

WealthManagement.com    Nov. 25, 2019 – Sam comments on changes in the industry: Competitors Fire Back at Schwab/TD Ameritrade Acquisition

U.S. News & World Report       Oct. 9, 2019 – Sam Brownell was quoted in How to Use a Supplemental Executive Retirement Plan

East West Bank    Sept. 5, 2019 – Sam Brownell was quoted in Business Owners Can Make the Most Out of Falling Interest Rates

Financial Advisor                   July 3, 2019 – Read how Sam Brownell helped a client in Advisor Helps Business Owner Save Taxes; Prep Inheritors

WealthBriefing    July 1, 2019 – Sam Brownell completed the requirements to become a Certified Valuation Analyst®

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