Members get access to webinars, workshops, expert consultations, networking opportunities, and guidance on both growing and selling a business.

Yes! The forum is focused on growth strategies, making it valuable even if you’re not yet considering a sale.

Whether you’re looking to build a profitable lifestyle business, prepare for a successful exit, or plan to pass your business on to the next generation, the Strategic Advisory Forum is designed to deliver value at every stage of your journey. We understand that every business is unique and that the timeline for transferring ownership varies. That’s why our community and resources are built to support you throughout the continuum—from growth and optimization to a well-timed exit.

The Strategic Advisory Forum is an exclusive community for small and medium-sized business owners who are committed to implementing effective growth strategies and planning for a successful transition. Our program is built around two core pillars:

1. 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.
2. Maximizing the Value of Your Business Sale:
   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.

Join the Strategic Advisory Forum to access comprehensive support, expert guidance, and tailored resources that evolve with your unique business journey—empowering you to drive growth, secure long-term success, and transition your business on your terms.

On January 12th, 2026 come to Charleston, South Carolina for our annual conference and be inspired by keynote speakers, engage in panel discussions, and participate in workshops that provide fresh perspectives and innovative ideas.

Members gain access to a variety of services and benefits, including private advisory sessions, workshops and more:

• Knowledge and Tools: Gain access to valuable information, tools and insights to inform your business strategies and operations.
• Networking and Community Building: Connect with peers through active listservs, regular calls, and our searchable membership directory, fostering a supportive community.
• Professional and Leadership Development: Access virtual programming, including member check-ins and expert sessions, as well as our annual conference to enhance your skills and leadership capabilities.
• Partnerships and Collaborations: Leverage the power of our network to build stronger relationships and engage in special initiatives that advance critical business issues.

By joining the Strategic Advisory Forum, you’ll gain access to a wealth of resources and a community dedicated to supporting your business’s growth and success.

The forum is designed for entrepreneurs, business owners, and leaders seeking to grow their businesses, enhance their skills, and connect with a community of peers.