Stratix is actively partnering with leading CPA & Fractional CFO practices. For owners thinking about the next chapter, we offer a strategic home for your firm.
Stratix is actively partnering with leading CPA & Fractional CFO practices. For owners thinking about the next chapter, we offer a strategic home for your firm.
Stratix is actively partnering with leading CPA & Fractional CFO practices. For owners thinking about the next chapter, we offer a strategic home for your firm.
Stratix is actively acquiring leading CPA & Fractional CFO practices.
For owners thinking about the next chapter, we offer a strategic home for your firm.
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We are not just another buyer, and we are not PE-backed. We are tech-first and building for the long-term. We are a platform built to unlock value your firm has never been able to capture.
We are not just another buyer, and we are not PE-backed. We are tech-first and building for the long-term. We are a platform built to unlock value your firm has never been able to capture.
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We are not just another buyer, and we are not PE-backed. We are tech-first and building for the long-term. We are a platform built to unlock value your firm has never been able to capture.
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Stratix Advisory is a full-spectrum CFO services firm, providing bookkeeping through M&A advisory. Backed by 170+ finance professionals and a licensed broker dealer, we are growing organically >100% year-over-year.
Stratix Advisory is a full-spectrum CFO services firm, providing bookkeeping through M&A advisory. Backed by 170+ finance professionals and a licensed broker dealer, we are growing organically >100% year-over-year.
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Stratix Advisory is a full-spectrum CFO services firm, providing bookkeeping through M&A advisory. Backed by 170+ finance professionals and a licensed broker dealer, we are growing organically >100% year-over-year.
What can Stratix offer you?
What can Stratix offer you?
What can Stratix offer you?
We are a buyer built to move fast, structure around you, and create mutually optimal outcomes
We are a buyer built to move fast, structure around you, and create mutually optimal outcomes
We are a buyer built to move fast, structure around you, and create mutually optimal outcomes
Unlock Untapped Revenue
As a licensed broker dealer, Stratix monetizes your client relationships in ways a standalone practice never could – transaction fees from clients you already have – with virtually zero additional work on your end.
As a licensed broker dealer, Stratix monetizes your client relationships in ways a standalone practice never could – transaction fees from clients you already have – with virtually zero additional work on your end.
Speed to Close
We have the infrastructure and decisiveness to move from LOI to close faster than traditional acquirers. No committee delays or indefinite diligence spirals. We commit to LOI submission within 20 days and closing at your pace.
We have the infrastructure and decisiveness to move from LOI to close faster than traditional acquirers. No committee delays or indefinite diligence spirals. We commit to LOI submission within 20 days and closing at your pace.
Honor Your Legacy
We respect the relationships that you have cultivated and we offer a soft landing and long-term home for your clients. Stratix is also a growing platform; we are always on the lookout for top talent and keen to retain members of your team.
We respect the relationships that you have cultivated and we offer a soft landing and long-term home for your clients. Stratix is also a growing platform; we are always on the lookout for top talent and keen to retain members of your team.
Your Terms,
Your Timeline
Full exit, partial exit, or a delayed wind-down arrangement. We tailor payout structures to align incentives and maximize outcomes for sellers. You choose how involved you stay and for how long. We work around your life.
Unlock Untapped Revenue
Unlock Untapped Revenue
As a licensed broker dealer, Stratix monetizes your client relationships in ways a standalone practice never could – transaction fees from clients you already have – with virtually zero additional work on your end.
Speed to Close
Speed to Close
We have the infrastructure and decisiveness to move from LOI to close faster than traditional acquirers. No committee delays or indefinite diligence spirals. We commit to LOI submission within 20 days and closing at your pace.
Honor Your Legacy
Honor Your Legacy
We respect the relationships that you have cultivated – we offer a soft landing and long-term home for your clients. Stratix is also a growing platform – we are always on the lookout for top talent and keen to retain members of your team.
Your Terms, Your Timeline
Your Terms,
Your Timeline
Full exit, partial exit, or a delayed wind-down arrangement. We tailor payout structures to align incentives and maximize outcomes for sellers. You choose how involved you stay and for how long. We work around your life.