Events, Webinars, and News
Events
Impact Silver Spring Co-op Conversion Jumpstart
Stratus presentation to help business owners explore transitioning to employee ownership.
BMSA 2026 Annual Learning Exchange and Expo
Stratus to Sponsor for the Second Straight Year
LBM Journal Quarterly Webinar
Stratus to lead a webinar discussion, joined by Operational Consultant, Emily Overson
Project Equity Small Business Panels
Stratus to moderate several upcoming panels on valuation and succession planning
NRLA 2026 Roundtables
Sam Brownell and Cordova-Jack Consulting to lead roundtables on key strategies to remain competitive
Webinars & Video Library
Tips for Reducing Anxiety While Vacation Planning
Chief Operating Officer Amanda Monschein joined Fiduciary Voices to discuss using a spending plan to create memorable experiences when vacationing.
...Strategies from the New Tax Law to Boost Growth, Value, and Succession Readiness
Sam Brownell cuts through the legal and accounting jargon to provide dealers with key items from the new tax bill signed into law in July.
...What the New Tax Bill Means for You
Sam Brownell gives an overview of the new tax bill, breaking down the key changes in the legislation and how those changes may affect you.
...Future Proof Your Shop with Tech & Financial Clarity
Having a strong technology base impacts the value of your company and can ease transition efforts. Sam Brownell joined Tim Watkins of ECI Software Solutions...
Why Succession Planning is Essential for LBM Business Owners in 2025
Learn why succession planning is critical for LBM Businesses. This webinar addresses concerns from growing economic uncertainty, rising costs, workforce challenges, and declining business valuations....
The Role of Technology in Business Valuation and Succession Planning
Stratus Business Advisors and ECI Solutions provide valuable insights into how integrated technological solutions can increase business value and ensure seamless transitions for succession or...
In The News
Stratus Business Advisors recently presented this session to BMSA members. The BMSA Tax Webinar gave an overview of this year’s tax bill and the implications for your business.
The tax bill may be able to increase valuation and benefit dealers. Learn strategies to grow revenue, increase margins, boost valuations, and protect net worth.
Stratus Business Advisors joined IMPACT Silver Spring for a Entrepreneur and Worker Cooperative JUMPSTART focused on Coops.
Collecting the retiree benefit while earning income gets complicated. Here are some key things to remember. Sam Brownell was featured in this article on collecting social security while still earning
Stratus led a Lunch & Learn. Succession Planning 101: Short and Long Term Goals shared transition options, tactical strategies for seamless succession, and tips to remove yourself from the business.
Stratus Business Advisors proudly sponsored the event for the 10th straight year. Sam Brownell led a featured Hot Topic Roundtable discussion on Succession Planning.
Sam Brownell moderated a panel, convened by Project Equity, of people deeply involved in three employee-owned Montgomery County, MD businesses on transitioning and the many benefits of being employee-owned.
Sam Brownell led the roundtable with Cordova-Jack Consulting. Discussions focused on key strategies to help businesses remain competitive including case study analysis and different scenarios to stay resilient.
Articles, press releases & media mentions
News, media activity, and press releases featuring Stratus Business Advisors. Read about us in popular publications and articles on topics including financial planning, investing, Succession planning, and more
NRLA 2025 LBM Expo
Sam Brownell, along with Dena Cordova-Jack, led a discussion on business valuation and succession planning at the 2025 NRLA LBM Expo: Building Strong Yards: Succession, Leadership & Culture for Long-Term