Webinar Topics

Learn What It Takes to Build, Scale, and Sell a Great Business

At the Strategic Advisory Forum, we host expert-led webinars designed to help entrepreneurs build stronger, more valuable companies. Whether you’re years away from selling or actively preparing for an exit, our topics span every critical area of business—strategy, finance, marketing, operations, people, and beyond.

Strategy & Growth

  • Scaling Smarter: How to Grow Your Business Without Burning Out
    Avoid chaos by designing systems that scale with you.

  • AI for Business Growth
    Leverage cutting-edge tools to automate, optimize, and accelerate your business.

Financial Mastery

  • The Fundamentals of Finances
    A back-to-basics guide to financial literacy every entrepreneur needs.

  • Financial Mastery for Entrepreneurs: Cash Flow, Profit Margins, and Forecasting
    Advanced tools to gain control, increase profitability, and plan for the future.

  • How to Build a Cash-Rich, Self-Sustaining Business
    Escape the paycheck-to-paycheck cycle and create real financial freedom.

  • Funding Your Growth: How to Raise Capital the Smart Way
    Explore debt, equity, and creative capital strategies to fuel your next phase of growth.

People & Culture

  • Hiring for Growth: How to Attract and Retain A-Players
    Practical tactics to build a team that drives results.

  • Building a Culture of Ownership and Accountability
    Shift from micromanagement to self-managed teams who take full responsibility for outcomes.

  • HR Pitfalls and How to Avoid Them
    Common compliance, policy, and hiring mistakes—and how to stay protected.

Sales, Marketing & Customer Experience

  • Creating a World-Class Customer Service Program
    Turn every customer interaction into a competitive advantage.

  • Basic Principles of Corporate Law to Help Your Business
    Legal fundamentals every business owner should understand to stay protected and positioned for growth.

Branding & Marketing

  • Make Your Marketing Work
    How to generate more qualified leads without wasting money. Learn the keys to maximum ROI.

  • Building a Brand That Customers Obsess Over
    Go beyond logos—craft a magnetic identity that wins loyalty and referrals.

  • Positioning Your Business for Profit: Stand Out or Get Left Behind
    Learn how to define your niche, clarify your message, and separate your brand from the competition.

  • Crafting a Sales Offer That Converts
    Discover how to package your products or services in a way that increases urgency, value, and close rates.

  • The Power of Story: How to Use Brand Narrative to Attract the Right Customers
    Learn how to clarify your brand story and connect emotionally with your ideal audience.

Finance & Exit Readiness

  • Understanding Business Valuation: How Much Is Your Company Really Worth?
    Learn what drives value—and what drags it down—so you can prepare for a future exit.

  • Mitigating Capital Gains Taxes When You Exit
    Smart strategies to reduce your tax burden and keep more of what you’ve built.

  • How to Put a Deal Structure in Place
    The building blocks of a successful transaction—from earnouts to seller financing.

  • Understanding M&A Terms: IOI, LOI, Purchase Agreements, and Due Diligence Timelines
    Decode the jargon and gain confidence as you navigate the M&A process.

  • From the Mind of an Acquirer – Thinking Like a Buyer
    What buyers really care about—and how to position your business for a premium offer.

  • Succession Planning 101: Preparing Your Company to Thrive Without You
    Protect your legacy by ensuring your company is set up to succeed without your daily involvement.