Strategic Advisory Forum - Leadership Lab

Join an exclusive, in-person event designed for business owners who are ready to step out of the weeds and into strategic conversation and thought. This isn't another surface-level seminar – it's a high-trust, high impact environment where you'll hear from subject matter experts and connect with fellow leaders to discuss the most urgent and important topics facing your business right now.

Using the proven Value Builder System, we'll walk through the 8 key drivers that determine how buyers – and markets – perceive the worth of your business. You'll benchmark your current score, identify your biggest value gaps, and walk away with a clear action plan to improve performance and long-term enterprise value.

#1: Is your business truly built to grow, scale – eventually sell? | Speaker: Chuck Crumpton - CEO, Strategic Advisory Forum

#2: Protecting your biggest investment – post scale | Speaker: Eric Cox - President, Coastal Wealth Management

#3: Mitigating Capital Gains Taxes when you sell | Speaker: David Taylor -Taylor Tax Law

#4: Truly understanding cash flow | Speaker: Brian Powers, CPA - Streetman, Jones & Powers, LLC

From navigating cash flow pressure and talent retention to integrating AI, exit planning, and culture challenges – this is where true business growth talks happen. You'll hear what others are doing, share your own questions, and walk away with clarity, confidence, and actionable strategies.

• Financial Performance: What buyers and investors really look for.
• Growth Potential: Scale smarter, not harder.
• Switzerland Structure: Reduce your dependency risks.
• Valuation Teeter-Totter: Balance cash flow and strategic investment.
• Recurring Revenue: Create predictable income streams.
• Customer Satisfaction: Boost loyalty and referral value.
• Monopoly Control: Differentiate with purpose.
• Hub and Spoke: Build a business that works without you.

This high-impact event is designed for growth-minded business owners who want to increase the value of their company, whether you're preparing for a future exit or simply building a stronger, more resilient business.