Sam Brownell is featured on the Fiduciary Voices FinLit Series to discuss key considerations for small business owners, highlighting the value of proactive tax planning. He also shares insights on valuation, succession planning, and the significance of running separate books for tax and internal purposes.
Stratus founder Sam Brownell was a guest on the Financial Advisor's Workshop podcast, discussing finding your financial niche, how financial planning fits into succession planning, creating a successful financial advisory firm, and more.
In this clip from a webinar hosted by the National Association of Personal Financial Advisors on ideal client personas and hyper-relevant marketing, Stratus founder Sam Brownell discusses the niches we specialize in serving, focusing on independent business owners, as well as the services we offer and how we work with them.
Stratus founder Sam Brownell was a featured guest live on the TD Ameritrade Network on July 13, 2022, where he discussed the latest in inflation and the increase in consumer goods. He also shared what he thinks the latest CPI report means for the markets overall.
Sam Brownell speaks on a panel discussing digital communications strategies as part of the Social/Digital Hub programming for the virtual 2021 Morningstar Conference.
Stratus founder Sam Brownell is interviewed by real estate agent Trevor Crowley, as they take a detailed dive into various segments of the economy, primarily the current constraints on supply chains, discussing what it means for builders, suppliers, end users, and real estate as a whole.
Watch this video interview with Sam Brownell to learn about how successful business owners have actually survived and thrived throughout the COVID-19 pandemic and how they've had to pivot to meet new challenges.
Stratus founder Sam Brownell shares "5 Things You Need To Know If You Want To Build, Scale and Prepare Your Business For a Lucrative Exit" for Authority Magazine.
Independent business owners need to be building wealth inside and outside of their business. At Stratus, we can help you coordinate both pieces of your planning so you can reach your personal and professional goals.
As an independent business, we understand how important your business is to you. We want to help you determine and grow the value of your business as part of your succession and personal financial planning.
At Stratus Wealth Advisors, we love working with independent business owners. You have created a valuable asset for yourself and for your community and we want to help you create predictable profits and growth as part of a succession plan that allows your business and your legacy to remain a bedrock of your community.
We want to encourage all independent business owners not to be paralyzed by the current health and economic environment. Take this time to eliminate those expenses or product lines that aren't driving your profits and growth and refocus those monetary and human resources on your core operations.
An overview of the services offered by Stratus Wealth Advisors with founder Sam Brownell.
We have spoken with many independent business owners since the shutdowns in March. Since most owners biggest asset is their business, they are rightfully concerned about how the value of this asset has been impacted by COVID-19.
We want to encourage all independent business owners not to become paralyzed by the uncertainty of the current health and economic environment. Take this time to think strategically about the current and future growth opportunities in your industry.
At Stratus, we focus on a few industries so we can provide high quality advice to these independent businesses and business owners. One of these industries is Independent LBM Dealers and Hardware Retailers. We work with these businesses and business owners on issues related to business valuation, succession planning, business continuity planning, and family wealth management.
Education is a vital part of what we do at Stratus. By working with Purchasing Cooperatives, we aim to provide valuable education to their independent business owner members in areas such as business valuation, succession planning, business continuity planning, and family wealth management.
At Stratus, we focus on a few industries so we can provide high quality advice to these independent businesses and business owners. One of these industries is Independent Pharmacies. We work with these businesses and business owners on issues related to business valuation, succession planning, business continuity planning, and family wealth management.
At Stratus, we focus on a few industries so we can provide high quality advice to these independent businesses and business owners. One of these industries is Independent Grocers. We work with these businesses and business owners on issues related to business valuation, succession planning, business continuity planning, and family wealth management.
Many independent business owners hesitate to begin succession planning because it seems like another "To Do" on an endless list. We encourage these owners to view succession planning as a way to create predictable profits and predictable growth on their way to maximizing their business' value.