What We Do
Optimization & Preparation
At the Strategic Advisory Forum (SAF), we are on a mission to help business owners and leaders like you build a more profitable and valuable business by helping our members get the right things done. Whether you’re scaling to new heights or planning for an exit in the near future, we are here to provide the knowledge, tools, insights, and connections you need to unlock the full potential of your business.
The SAF is designed to help you achieve two things:
Optimizing Your Business for Growth
We focus on enhancing every aspect of your business—from branding and marketing to operations and finance. Through interactive workshops and webinars, we cover essential topics such as building high-performing teams, fostering a culture of accountability, leveraging artificial intelligence for task automation, and delivering exceptional customer experiences that create raving fans.
Preparing Your Business for the Future
When the time is right, our targeted strategies help you prepare your business for sale. We guide you through the process of accurately calculating EBITDA and positioning your company to achieve the best valuation, ensuring that you can make the most of your exit.
“Only three things happen naturally in organizations: friction, confusion and underperformance.
Everything else requires leadership.”
Peter Drucker
The Forum Formula
Your Roadmap for Success
At the heart of our community lies “The Forum Formula,” a unique blend of personalized support, collaborative learning, and exclusive opportunities designed to propel your business forward. This formula isn’t merely a collection of services; it’s an immersive experience that fosters growth, innovation, and lasting connections among business leaders.
What’s Included in My SAF Membership?
Value Builder System
Business owners deserve to sell their business for maximum value when it comes time for them to exit their business. Members get one hour per month of private coaching with hands on instruction and accountability through all 12 modules of the Value Builder System. Over 80,000 companies have gone through the system in the past 20 years. Business owners have seen a 2x of their company value by going through this proven methodology. Learn more about the Value Builder System or discover the value of your company.
Mastermind Groups
Groups meet onsite once a month for 2 hours with pertinent content, Q&A, and networking. The size of the group is limited to 10 participants only with classes being held throughout the Southeast.
Workshops
Participate in interactive sessions that focus on skill development and knowledge enhancement across various business domains. These workshops foster hands-on learning and practical application, equipping you with tools to implement effective strategies. Our workshops are onsite and limited to 10 participants only with classes being held throughout the South East.
Webinars
Access online seminars covering a wide range of topics relevant to business development and management. Our webinars are designed for easy accessibility, enabling you to learn from anywhere and stay updated on industry trends.
Networking Events
Attend events that provide opportunities to connect with like-minded professionals. Build relationships, explore potential collaborations, and expand your professional network in a supportive environment.
Private Facebook Group
Our private SAF Facebook group is an exclusive community for members to share insights, ask questions, and stay inspired on their journey to personal and professional growth.
Conference
Participate in our annual gathering featuring keynote speakers, panel discussions, and workshops. This event is aimed at inspiring and educating business leaders, offering fresh perspectives and innovative ideas to apply to your business.
Additional Service Offerings (Optional)
Private Advisory
One hour of coaching is included each month with your membership. If you find you need additional coaching, engage in one-on-one consulting sessions tailored to your unique business challenges and opportunities. Choose from one of our many experts in various disciplines that will provide personalized strategies and solutions to drive your business forward.
Team Building Sessions
Engage in activities and exercises designed to strengthen team dynamics, improve communication, and enhance overall organizational performance. These sessions are tailored to foster a cohesive and motivated team.
CAPClub ™
Become part of a collaborative group where business owners discuss Capital, Acquisitions, and Planning. Share experiences and strategies to drive growth and success, benefiting from the collective wisdom of your peers.
Let’s Get Started
The Forum Formula is ideal for entrepreneurs, business owners, and leaders seeking to elevate their businesses through strategic advice, skill development, and meaningful connections. By participating in this comprehensive program, you position your business for sustainable growth and increased value.
“Complexity is the Enemy of Execution.”
Tony Robbins
The Value Builder System
Our Secret Weapoon
At the SAF, we are dedicated to empowering business owners with the knowledge and tools necessary to enhance their company’s value and achieve successful exits. Through our comprehensive programs, including the Value Builder System™, we provide personalized assessments and strategic guidance to help you understand your business’s strengths and weaknesses, positioning you for growth and a profitable sale. Click below to access the Value Builder System and receive your personalized score now.
“Don’t join an easy crowd; you won’t grow. Go where the expectations and the demands to perform are high.”
Jim Rohn
Business Optimization Platform
8 Levers of Impact
At the Strategic Advisory Forum, we’ve crafted a comprehensive framework designed to guide business leaders through every facet of growth. Our “8 Levers of Impact” form the backbone of our training and education programs, equipping members with the tools, strategies, and insights needed to optimize and scale their companies. Whether you’re refining your sales strategy, streamlining operations, or driving long-term profitability, our curriculum covers these essential areas to empower you to make informed decisions, prepare for a successful exit, and build sustainable success.
