A professional group for advisors that want to up their game.
It's not enough to be good. We have to be good together.
This is a group for professional advisors that support business owners before, during, and after what is likely the most significant business transaction of their lives.
At RockStack Advisors, we start working with our clients years before an event. Along the way we help them put the right advisors in place to maximize that event’s outcome. It’s not enough to put the best players on the field, those players need so get some reps in so they know how to play as a team.
The specialties we coordinate.
Wealth Advisor
Personal financial planning, post-transaction portfolio strategy, and the wealth gap analysis that defines the floor for any deal.
Estate Planning Attorney
Trust structures, gifting strategies, and the legal architecture that protects family wealth across a transition.
Certified Public Accountant
Tax strategy, financial statement quality, EBITDA recasting, and audit readiness ahead of any owner transition.
Business Broker
Main street and lower middle market transaction representation when an M&A advisor or investment banker is not the right fit for deal size.
M&A Advisor or Investment Banker
Buy-side and sell-side transaction execution when the timing and readiness are right.
Transaction Attorney
Letter of intent, purchase agreement, escrow, and closing documentation.
Business Valuator
Independent valuation, normalization adjustments, and ongoing valuation refresh as the business changes.
Financial Due Diligence Consultant
Pre-transaction quality of earnings work that prevents valuation surprises during diligence.
Insurance Specialist
Key person, business overhead, buy-sell funding, and the coverage gaps that surface in diligence.
ESOP Advisor
Employee stock ownership plan design, valuation, financing structure, and ongoing administration for owners considering a sale to employees.
Commercial Real Estate Advisor
Real estate strategy, fair market value, lease terms, ensuring long-term value, solving problems before they hinder the transaction.
Other
Other specialties contribute to specific client situations. The network includes EOS implementers, HR and compensation specialists, family business advisors, commercial lenders, IT and cybersecurity specialists, and others. Categories rotate based on client demand.
An advisory partner network built around client outcomes.
The Partner Network is a curated group of specialists who serve owners of $5M to $100M businesses in Tampa Bay and Central Florida. The network operates on four working principles.
Advisor Roundtables.
Regularly scheduled meetings where we discuss current trends and opportunities. We map out how we best work together to support our clients. We sharing the best practices that help each of us become the best players.
Deep familiarity with each member's practice.
Members invest the time to understand each other’s offerings, ideal client profile, and engagement model. Referrals get sharper. Misfit handoffs disappear.
Outreach collaboration.
Members coordinate on panels, joint content, and shared market education. Network bandwidth produces better outreach than any single member could produce alone.
Confidentiality. Accountability. Celebration.
Confidentiality is a foundational expectation. Because of this, we can share expectations and goals, and hold each other accountable for our decisions and actions. Together, we can celebrate our wins.
Membership is by invitation. The network is governed by mutual expectations of confidentiality, participation, reciprocity, and a focus on serving our Business Owner clients.
Apply to join the RockStack Partner Network.
The network is curated. We accept one specialist per category, and we look for advisors with active books, strong reciprocity habits, and a track record of serving owners in our target revenue range.
Applications are reviewed by Rick Morgenweck personally. You will hear back within seven days. If you fit, the next step is a thirty-minute conversation. If you do not fit, we will tell you why and point you toward a better fit where we can.
Applications are confidential and are not shared outside RockStack.