SUCCESSION PLANNING

  • Assist advisors in creating appropriate exit strategies, identifying buyers and financing

  • Offer turnkey enterprise agreements to ensure a smooth transition in the event of death, disability or retirement while protecting the value of the business for your family

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Benjamin Engram

Senior Relationship

Manager

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Bob Murphy

Business Services
Associate

3750 Park East Drive - Beachwood, OH 44122

Office: (866) 553-9882 - Fax: (440) 505-5609​​​ - Info@stratoswp.com

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Securities and advisory services offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC. 

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