Do you have clients who aren’t quite ready to sell or exit their business but could benefit from preparing for a future transition? The Strategic Advisory Forum (SAF) offers tools, guidance, and support to help business brokers support their network of ‘Not Ready” business owners. We plug them into the Value Builder Platform and provide continuing education and coaching enhance enterprise value, reduce owner-dependence, and plan for a successful future exit.

We are excited to help your future clients find a home to support their journey toward a successful exit. If you have any questions, feel free to reach out to Info@StrategicAdvisoryForum.com.

One-Time Initiation Fee

$995

Every member begins with a powerful onboarding experience to establish a strategic baseline and jumpstart progress.

• Value Builder Score™ Assessment: A thorough business evaluation to identify areas for growth.
• Readiness Audit & Strategic Debrief Call: Personalized insights to chart the path forward.
• 90-Day Roadmap + Sprint Plan: Actionable steps to enhance business value.
• Member Portal Access & Setup: A centralized hub for resources and progress tracking.
• Broker Handoff Tracking (if applicable): Ensuring seamless communication and updates.

Advisor-Led Membership

$497/Month

Perfect for motivated business owners who are on the path to an exit in the next 1 to 5 years:

Value Builder Platform Coaching:

• Readiness Audit & Strategic Debrief Call
• Value Builder Score™ Assessment and ongoing tracking

Awesome Events:

• Weekly Webinars: Expert-led sessions every Wednesday at noon EST.
• Monthly Masterminds: Collaborative Zoom call discussions to share insights and strategies.
• Quarterly Workshops: In-person events to network and learn.
• Annual Conference: A gathering of industry leaders and peers. (Keynote for 2025 is John Warrillow)

Valuable Networking:

• A private peer community of growth-minded owners
• Quarterly in-person workshops where you can learn, network and grow

Great Content:

• Access to the SAF Member Portal
• Member-only training videos and blog posts
• Awesome templates, scorecards, and dashboards
• Recording of past webinars

Optional Coaching ($300/hour):

• Monthly 1:1 coaching session
• Quarterly 90-day strategic planning sessions
• Personalized roadmap & milestone tracking
• Team assessments & custom toolkits
• Priority support

Sample of the topics we cover in our workshops and webinars:

• AI and Automation to streamline operations
• Team Building & Culture for accountability and performance
• Brand Positioning & Marketing to stand out and attract more of the right clients
• Customer Journey Mapping to create wow-worthy client experiences
• Sales Strategy & Offers to drive growth without discounting
• Exit Readiness Planning to ensure a smooth, profitable transition

You’re not just learning how to build value for a future exit—you’re learning how to build a better business.