Strategic Consultants
- Special Projects -
- Board Recruiting -
- Executive Strategy -
- Exit Planning -
- Acquisitions -
Strategic Consultants
- Special Projects -
- Board Recruiting -
- Executive Strategy -
- Exit Planning -
- Acquisitions -
- Special Projects -
- Board Recruiting -
- Executive Strategy -
- Exit Planning -
- Acquisitions -
- Special Projects -
- Board Recruiting -
- Executive Strategy -
- Exit Planning -
- Acquisitions -
We offer a wide range of consulting services, including, management consulting, special projects, maximizing exit value, board recruiting, arbitrage, and more. Our team develops customized solutions that meet your unique goals.
Our team includes seasoned business executives with deep experience in investment banking, real estate, securities, law, accounting, and related areas. We are dedicated to providing the best guidance to our clients.
Stapleton Advisors is committed to maintaining the highest ethical standards in all our dealings. We believe in transparency, accountability, and putting our clients' interests first, which sets us apart in the competitive landscape.
Over the years, we have successfully completed numerous transactions across a variety of industries and geographies. Our track record of success is a testament to our expertise and commitment to our clients.
The information in this material is not intended as investment, tax or legal advice. Please consult investment, legal or tax professionals for specific information regarding your individual situation. The opinions expressed and material provided are for general information and should not be considered a solicitation for the purchase or sale of any security.
SERVICES PROVIDED BY STAPLETON ADVISORS, INC. IS LIMITED SOLELY TO BUSINESS MANAGEMENT CONSULTING.
IMPORTANT NOTICE:
Stapleton Advisors, Inc. is NOT AN INVESTMENT ADVISORY FIRM, nor a securities broker or dealer. Mike Stapleton, AIF® is a licensed FINRA registered principal, registered representative and investment advisor representative and is employed separately by United Planners Financial Services, Member FINRA / SIPC. United Planners Financial Services is not affiliated with Stapleton Advisors, Inc. and no services provided herein involve United Planners.
Mike Stapleton, AIF® holds current FINRA licenses, series 24, 7, 65, 63, and Florida 215 Health & Life w/variable annuity.
Check your investment advisor and/or securities representative at FINRA BrokerCheck®.
Links are provided for informational purposes only. The links should not be considered a solicitation, sponsorship, affiliation or endorsement of the third-party website, or the company operating such website. Stapleton Advisors, Inc., has not reviewed the content of the third-party website and is not responsible for the content thereof.
A portion of this material was provided by Artificial Intelligence Systems.
Copyright © 2020-2025 Stapleton Advisors, Inc.