At Strategic Advisory Forum, we serve two primary audiences who share a common goal: building stronger businesses and unlocking greater long-term value. We work with ambitious business owners and their leadership teams, as well as forward-thinking business brokers who want to help their clients maximize valuation and prepare for a future sale. Our mission is to help every business we touch become more valuable, more scalable, and more attractive to future buyers—whether the goal is growth, succession, or a profitable exit.

Business Owners & Leadership Teams

You’ve built something meaningful—and now you want to strengthen it, scale it, or eventually sell it. But building a more valuable business takes more than hard work. It takes structure, strategy, and guidance from experienced advisors who know what buyers look for. Whether you plan to exit in 1 year or 10, the best time to prepare is now. We work directly with business owners and their leadership teams to help:

• Align your business operations with long-term strategic goals
• Build systems that reduce owner dependency and increase efficiency
• Improve profitability and clean up financial reporting
• Clarify your brand story and sharpen your market positioning
• Use tools like the Value Builder System™ to measure, track, and increase business value
• Develop an actionable roadmap to scale or prepare for a future sale

Through group training, one-on-one coaching, workshops, audits, and peer forums, we help your team make the strategic improvements needed to grow with confidence and sell on your terms when the time is right.

Business Brokers & M&A Professionals

Your success as a business broker depends on one thing: working with business owners who are truly ready to sell. The reality? Most aren’t. Unrealistic expectations, messy financials, and operational inefficiencies can delay or derail a deal—and frustrate everyone involved. That’s where we come in. We partner with business brokers to help their clients get sale-ready, increasing valuation, reducing friction during due diligence, and creating a much smoother path to a successful transaction. We are not your competition—we don’t sell businesses. We prepare them.

We help your clients:

• Understand how buyers evaluate businesses
• Improve the 8 key drivers of value using the Value Builder System™
• Address legal, financial, and compliance issues before they become deal-killers
• Reduce reliance on the owner and document key processes
• Build confidence in their business through strategic planning and expert support

We protect your client relationship and help you close more deals, faster—with happier clients and stronger outcomes.