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Partner with Stratus Business Advisors

At Stratus Business Advisors, we are committed to keeping independent businesses independent. Our comprehensive business valuation and succession planning services are designed to secure your legacy, protect your wealth, and provide solutions to ensure that your business transitions effectively and thrives for generations to come.

Our Approach

We believe meaningful, lasting solutions start with understanding. That’s why every client relationship begins with a conversation—so we can design our strategies to meet your specific goals. By listening carefully, we build the trust that is essential for a lasting partnership.

Plan with Confidence

Led by our Founder, Sam Brownell, a Certified Valuation Analyst (CVA) with deep expertise in business transition and financial services, we take a personalized and strategic approach to business valuation and succession planning. Our focus is on delivering customized solutions that support both your financial success and the long-term independence of your business.

Let’s work together to create a plan that secures your future while preserving what makes your business unique.

Get started with your 30-minute complimentary conversation.
Sam Brownell, CVA, CFA, MBA
Founder & Chief Executive Officer (CEO)

Sam Brownell, CVA, CFA, MBA, founded Stratus in 2013 to provide independent business owners with strategic succession planning and financial management. With a strong foundation in the building materials industry, Sam’s expertise has expanded to serve business owners across related industries, offering tailored solutions in valuation, tax strategy, business continuity, and succession planning. A CFA Charterholder with a background in investment banking, Sam brings deep financial insight to his work.

Amanda Monschein
Chief Operating Officer (COO)

Serving as the Chief Operating Officer of Stratus Business Advisors, Amanda brings a diverse background in finance, operations, and client service to help business owners and their families navigate their financial futures. With experience in accounting, media production, healthcare, and senior services, she is passionate about building lasting relationships and creating customized solutions that support long-term financial success. Amanda is dedicated to understanding each client’s unique needs and guiding them toward a thriving future.

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Disclaimer

All information provided on this website, including any communication through forms or emails, is for informational purposes only and does not constitute financial, legal, or professional advice. Stratus Business Advisors makes no representations as to the accuracy, completeness, or suitability of any information provided. Any reliance you place on such information is strictly at your own risk.

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