At Stapleton Advisors, we are dedicated to providing our clients with unparalleled M&A advise tailored to their unique needs. With a deep understanding of the markets and a commitment to innovation, we aim to deliver exceptional results that drive growth and success. Our team of experienced professionals works tirelessly to develop strategic solutions that enhance your business. With many years of M&A experience, we are well-positioned to serve both local and global clients. Trust Stapleton Advisors to navigate the complexities of the M&A landscape and help you achieve your business goals.
We help you prepare for a merger or acquisition. From setting up committees to coaching executives and management, our staff prepares a game plan for pre and post transaction.
Our team of professionals discretely helps to locate buyers and sellers that align with your unique goals. We have a large database of buyers and sellers and other resources.
Using our experience and market knowledge, we assist in determining a realistic valuation for your business. Our resources include, CPA's, attorneys, bankers, and other professionals.
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®.
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A portion of this material was provided by Artificial Intelligence Systems.
Stapleton Advisors, Inc.
401 E. Jackson St., Suite 2340
Tampa, FL 33602
(813) 736-2422
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