Business Consulting & Coaching

Guiding business owners through every stage of growth and transition

Helping business owners lead with confidence and plan with purpose.

For over 25 years, Strategic Business Advisory & Tax has supported small and mid-sized business owners by combining expert accounting services with strategic business consulting. As the needs of our clients evolved, we saw a growing demand for guidance in long-term planning, decision-making, and business growth. Many business owners know where they want to go but aren’t sure how to get there. That’s where we come in.
Our coaching and consulting services are built on a proactive, relationship-driven approach. Instead of waiting until year-end to look at what went wrong, we work with you throughout the year to ensure your decisions are aligned with your goals. We use decades of business insight to help you make informed, confident choices that move your company forward.

How We Help

Business Planning & Diagnostics

We begin with in-depth conversations and analysis to understand your goals, challenges, and current operations. From there, we define long-term objectives and create a personalized roadmap for growth.

Company History & Analysis

By examining your company’s origin, evolution, and current standing, we identify both internal strengths and external opportunities to drive success.

Strategic Action Plans

A goal without a plan is just a wish. We help you create clear, step-by-step strategies to reach your vision while monitoring progress along the way.

Ongoing Business Coaching

You’ll have regular coaching sessions to keep you accountable and adjust your plan as needed. We work with you to overcome obstacles, optimize operations, and stay focused on results.

Exit Planning & Value Acceleration

We prepare you for the future by helping maximize your company’s value well before it’s time to sell or transition. From ownership readiness to exit strategy development, we’re with you at every turn.

TESTIMONIAL

Our clients love working with us

I confidently recommend SBAT to anyone who wants it done right​​​​​​​

I have been a client of Strategic Business Advisory & Tax for 11 years. When my husband passed away, I needed help to understand and unravel the accounting of our family business that I had not been part of. Not knowing where to start, I remembered the impression Randi Sorenson left on me years prior through an introduction by a friend. Randi and her team were able to analyze and audit a very complicated accounting system. She and her team spent days going through each transaction and entry, made adjustments, and created a working system that I would be able to understand and build upon. Their professionalism, knowledge, experience, and effectiveness exceeds my expectations. I plan to remain a client of theirs and confidently recommend Strategic Business Advisory & Tax to anyone who wants it done right.​​​​​​​
Anjel Gunnarshaug
Norscan Medical, LLC