Strategic Financial Advisors LLC
Strategic Financial Advisors LLC offers strategic CFO counsel, M&A services and representation, valuation and exit planning, capital-structure assistance, due diligence, and succession-planning support. The firm states that it serves closely held businesses in transactions ranging from under $1 million to over $50 million and has experience in over 100 purchase or sale transactions.
What stands out about Strategic Financial Advisors LLC
The firm publicly describes a flexible advisory model spanning strategic CFO work, M&A preparation and representation, due diligence, deal structure, valuation, capital raising, and management or family succession. The cited services page does not provide named, dated transaction examples or a standard fee schedule, while the cited home page does not state a formal geographic mandate.[1][2][3][4][5]
What does Strategic Financial Advisors LLC do?
Strategic Financial Advisors LLC operates a public advisory website at strategicfinancialadvisorsllc.com and presents itself as a strategic financial advisor to business owners.
The firm states that it provides transition-planning and M&A advisory services for closely held businesses in transactions ranging from under $1 million to over $50 million.[1][3]
Publicly stated services include strategic CFO counsel; M&A services and representation for business sales or acquisitions; equity-capital and debt-structure assistance; talent assessment, training and sourcing; due diligence and data-room development; management buyouts; ESOPs; and family-succession services.
The firm also states that it has served as a board member, advisory board member, or special advisor to boards, providing M&A, financial, and strategic guidance in those roles.[2][5]
Owners comparing advisory firms can also review Auxo’s M&A advisor vs. business broker vs. investment bank comparison, advisor-selection guide, and sell-side advisor evaluation framework.
Published criteria: The firm states that it provides transition-planning and M&A advisory services for closely held businesses in transactions ranging from under $1 million to over $50 million.[3]
What should a business owner evaluate before hiring Strategic Financial Advisors LLC?
For an owner evaluating the firm, the stated offering spans financial preparation, value and EBITDA improvement, M&A preparation and representation, due diligence, deal structure, capital assistance, and management or family succession planning. The firm also states that it works with closely held businesses across transactions ranging from under $1 million to over $50 million.
The services page does not publish standard fee or engagement-economics terms, and the cited pages do not provide named, dated transaction examples. An owner should therefore confirm the proposed fee structure, the firm’s role in comparable transactions, the individuals who would lead the engagement, and any regulatory or referral arrangements relevant to the contemplated work.[1][2][3]
What are the proposed retainer, success fee, minimum fee, expense, exclusivity, tail, and termination terms
What size transactions and clients does Strategic Financial Advisors LLC focus on?
The official About Us page lists experience in medical devices, real estate, franchising, transportation, construction, software, professional services, manufacturing, distribution, retail, wholesale, biotechnology, and technology.
Robert Burger’s biography lists additional experience in telecommunications, rental services, marine industries, and environmental services, along with manufacturing, distribution, construction, professional services, software, and retail.[3]
The services page states that the firm has experience in over 100 purchase or sale transactions. That page does not identify named transactions, transaction dates, counterparties, or consideration amounts.
The testimonials page describes client transactions using anonymized descriptions and does not provide named deal examples or transaction dates.[2][4]
The firm describes support for business sales and acquisitions, including M&A preparation, buyer and seller due diligence, representation, and deal-structure assistance. It also states that it helps owners maximize revenue, margins, profits, cash flow, EBITDA, and overall company value before or during an ownership transition.
The stated transaction and transition services also include valuation, exit planning, management buyouts, ESOPs, capital raising, and family succession planning.[1][2]
What does Strategic Financial Advisors LLC publicly disclose about fees, process and engagement terms?
The cited home page does not state a headquarters, geographic coverage area, or geographic transaction mandate.
The cited services page does not publish named transaction examples, transaction dates, counterparties, consideration amounts, or a standard fee schedule, success-fee percentage, minimum fee, expense schedule, exclusivity term, or tail period.
The cited testimonials page describes client transactions using anonymized descriptions and does not provide named deal examples or transaction dates. The cited About Us page does not state that Strategic Financial Advisors LLC is a registered broker-dealer, SEC-registered investment adviser, or state-registered investment adviser.[1][2][3][4]
The official About Us page identifies David Odom, Robert Burger, and Jason Odom and lists professional credentials or affiliations including Certified Business Exit Consultant, Certified Merger & Acquisition Advisor, CFA, CAIA, and an inactive CPA designation. The home page displays the phrase “A FINRA Recognized Designation.”
The cited About Us page does not state that Strategic Financial Advisors LLC is a registered broker-dealer, SEC-registered investment adviser, or state-registered investment adviser.[1][3]
The firm states that its initial service includes a complimentary business analysis with a written report, industry benchmarking, a project plan, timelines and milestones, cost analysis, and a schedule.
It also states that an engagement is not bound to a fixed duration or dollar amount and may be terminated by the client at any time. For family-owned businesses, the firm states that it has worked with more than 20 multigenerational families on succession plans.[1][2]
Questions to ask before hiring Strategic Financial Advisors LLC
Which recent named transactions has the firm completed, and what was its role in each?
What are the proposed retainer, success fee, minimum fee, expense, exclusivity, tail, and termination terms?
Which buyer or capital-provider relationships are active for the owner's sector and geography?
Will the firm provide a written valuation range and market-readiness plan?
Who will lead the engagement and how much time will the principals commit?
Does the engagement involve any regulated securities activity or referral arrangement, and which legal entity would contract with the owner?
Sources & research notes
- Official website / firm overview
- Services / capabilities
- Industry / market focus
- Public disclosure information
- Services / capabilities
How this profile was researched
Auxo profiles are prepared from publicly available primary and authoritative sources and reviewed for entity identity, factual support and disclosure consistency. When a fact cannot be supported by the reviewed public record, the profile identifies it as something to confirm directly rather than inferring it.
Independent research profile
This profile was prepared by Auxo Capital Advisors from publicly available information believed to be reliable and is provided solely for informational and educational purposes. It is not an endorsement, recommendation, ranking, solicitation, or representation regarding the profiled firm, its services, qualifications, transaction experience, regulatory status, financial condition, or suitability for any particular person, company, transaction, or investment.
Information obtained from third-party and public sources may be incomplete, inaccurate, outdated, or subject to change, and Auxo Capital Advisors makes no representation or warranty, express or implied, as to its accuracy, completeness, or timeliness. Readers should conduct their own independent diligence and consult appropriate professional advisers before engaging any advisor, intermediary, investor, lender, acquirer, or other transaction counterparty.
Broker-dealer and securities disclosure
Auxo Capital Advisors is an affiliate of Weild & Co., Member FINRA | SIPC. Securities-related activities and securities transactions are conducted through Weild & Co.
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