Sam Brownell, CFA, CVA | Source | Founder at Stratus Wealth Advisors
Sam Brownell, CFA, CVA
Sam Brownell, CFA, CVA, is the founder of Stratus Wealth Advisors. Sam specializes in financial planning and retirement planning for small businesses, as well as succession and exit planning and business valuation.
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"Business owners should also make sure legal documents such as buy-sell agreements and operating agreements have been updated to reflect the potential for disability, death, divorce, or a forced early retirement. Owners should also review and update, as necessary, personal estate documents, such as wills, trusts and powers of attorney," says Sam Brownell of Stratus Wealth Advisors.
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"If small businesses don’t have a formal succession plan in place, they need to. They shouldn’t just assume that they will pass the business on to their children or be able to easily find a third-party buyer," says Sam Brownell, founder of Stratus Wealth Advisors in Kensington, Md.
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"If small businesses don’t have a formal succession plan in place, they need to. They shouldn’t just assume that they will pass the business on to their children or be able to easily find a third-party buyer," says Sam Brownell, founder of Stratus Wealth Advisors in Kensington, Md.
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Retirement Deferred for Business Owners, Not Lost. Here Are 3 Steps to Get Back on Track.
The valuations of many small businesses have gotten impaired during the coronavirus crisis, leaving owners who were planning to retire in the next year or so facing a tough question: proceed as planned and possibly sell at a reduced price, or refocus on the business and retool retirement plans?
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Stratus Wealth Advisors Offers Complimentary Financial Consultations
/PRNewswire/ -- In an effort to support the community during these challenging times, Sam Brownell, CFA®, CVA®, MBA, founder of Maryland-based Stratus Wealth...
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Stratus Wealth Advisors
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