SHARE

Like any successful business founders facing retirement, Al DeLeon and Richard Stang had to consider the fate of the firm they had worked so hard to build. Many of their peers focused on building a firm that would be an attractive acquisition prospect to a larger entity. Still, they did not believe this was the best route for the company. They felt that this succession plan often led to leadership changes and transitions that may not be beneficial to clients or team members.

Past

Al DeLeon and Richard Stang opted to develop a succession plan that nurtures promotion from within the company. This ensures that DeLeon and Stang’s clients will not find their trusted advisors replaced with new faces who are unfamiliar with their histories and unique business needs. This also prevents our team from facing uncertainty about job security and changes in company culture. Finally, it allows our original vision and mission to remain well-defined and clear.

Current & Future

As our firm moves into the future, we will continue to uphold the beliefs of our founders, Al DeLeon and Richard Stang, and grow organically; fostering the development of our internal team while maintaining an exceptional level of excellence in the service we provide to our clients. We will adhere to our ideals and stay true to a plan that does not include merging into or being acquired by another company.

We believe that their unique approach to succession, rooted in internal development rather than external acquisition, will lead to our and your continued success in the future.

We're excited about the path ahead and welcome any questions you may have about our plans. We believe in transparent communication and are eager to discuss how our vision for the future aligns with your business needs. Let's continue the journey toward success together.