In this webinar hosted by LBM Journal, Sam Brownell covers why it's so important for business owners to get a detailed business valuation to help prepare a business for a successful ownership transition.
In this webinar hosted by LBM Journal, Sam Brownell discusses how the federal estate or “death tax” exemption is scheduled to be reduced by 50% on December 31, 2025, which can have significant implications for independent business owners, affecting their tax liabilities, net worth, succession plans, and overall financial planning strategies.
In this webinar hosted by LBM Journal, Sam Brownell discusses how to assemble the right team of professionals to help execute your succession plan, showing that a well-developed and implemented succession plan is an investment in your business that will leave you more profitable and more marketable - a win for you, your family, your employees, and your customers.
Watch Sam Brownell of Stratus Wealth Advisors delve into various types of valuation, illustrating their use and importance through hypothetical examples drawn from real life engagements. This educational webinar hosted by LBM Journal is designed to empower LBM owners with a deeper understanding of how their business would be valued under a variety of scenarios.
Watch Sam Brownell of Stratus Wealth Advisors share key strategies business owners can implement to help tackle important issues, such as funding exit strategies, real estate management, addressing generational ownership, legal safeguards and risk management, and more, during an educational webinar hosted by LBM Journal.
Watch Sam Brownell of Stratus Wealth Advisors share tips on how to maximize your business value by improving operations during an educational webinar hosted by LBM Journal.
Stratus founder Sam Brownell presented this webinar for Suppli, sharing an overview of the M&A landscape and valuation considerations for LBM suppliers and dealers.
Stratus founder Sam Brownell led this webinar for Project Equity and Kaiser Permanente on succession planning for women-led businesses.
Watch Sam Brownell of Stratus Wealth Advisors share tips for understanding the proposed "Death Tax Repeal Act” during an educational webinar hosted by LBM Journal.
Watch Sam Brownell of Stratus Wealth Advisors deliver a virtual webinar presentation for HBSDealer's LBM Finance and Development Week, discussing the importance of understanding valuation in the succession planning process.
Watch Sam Brownell of Stratus Wealth Advisors share tips for understanding and maximizing business valuation, alongside Mike Berger of LBM Journal.
Watch Sam Brownell of Stratus Wealth Advisors share tips for selling your business, including how to minimize taxes and protect your family, alongside Rick Schumacher of LBM Journal.
Watch Sam Brownell of Stratus Wealth Advisors discuss how your business can fund your post-ownership goals alongside Rick Schumacher of LBM Journal during an educational webinar hosted by LBM Journal.
Watch Sam Brownell of Stratus Wealth Advisors discuss Effective Succession Planning Strategies, including emotions during the ownership transition process, alongside John Wagner of 1stWEST Mergers & Acquisitions during an educational webinar hosted by LBM Journal.
Watch Sam Brownell of Stratus Wealth Advisors discuss Proactive Succession Planning alongside John Wagner of 1stWEST Mergers & Acquisitions during an educational webinar hosted by LBM Journal.
Watch Sam Brownell of Stratus Wealth Advisors participate in a virtual panel for HBSDealer for a deep dive into best practices for companies preparing for succession in its various forms.
Watch Sam Brownell of Stratus Wealth Advisors participate in a virtual panel at the 2021 ProDealer Industry Summit, hosted by HBSDealer and the NLBMDA, on the impact of mergers and acquisitions and how to maximize the value of your business.
Watch Sam Brownell of Stratus Wealth Advisors deliver a virtual webinar presentation for HBSDealer on succession planning for business owners, including an interactive discussion on personal succession planning journeys.
Watch Sam Brownell of Stratus Wealth Advisors deliver a virtual webinar presentation along with Project Equity for NCBA CLUSA on proactive succession planning, covering where to start and what your options are when it comes to transitioning ownership of your company.
Watch Sam Brownell of Stratus Wealth Advisors deliver a virtual webinar presentation for HBSDealer on tax mitigation and estate planning, covering how to minimize taxes and protect your family when you sell your business.