Your Partner in CFO, M&A, and Exit Planning
Trusted financial leadership to guide growth, transactions, and successful exits.
With deep roots in financial leadership and M&A advisory, StrategX Advisory helps business owners and their advisors unlock lasting value. Our team specializes in strengthening financial foundations, guiding growth, and preparing high-stakes transactions with clarity, confidence, and precision.
Our approach is grounded in:
Decades of CPA and CFO leadership experience
Certified Exit Planning Advisor (CEPA) framework
A trusted network of partners — CPAs, attorneys, investment bankers, and wealth advisors
Senior-led oversight that delivers actionable insights at every stage of the business lifecycle
We bring clarity, confidence, and actionable insight to business owners, investors, and advisors — when it matters most.
Certified Public Account (CPA)
Certified Exit Planning Advisor (CEPA)
Certified Global Management Accountant (CGMA)
American Institute of Certified Public Accountants (AICPA)
Exit Planning Institute (EPI)
Why Businesses Choose StrategX Advisory
Business owners, investors, and advisors trust us to bring clarity and actionable insight to complex financial decisions.
Senior-led expertise from experienced CFOs and CPAs
CEPA-certified exit planning frameworks
Proven methodologies for transaction readiness and Quality of Earnings
Collaborative approach with existing advisors
Nationwide support with local focus in Utah, California, and beyond
Ready to strengthen your business?
Let’s talk about how StrategX Advisory can help with CFO leadership, transaction advisory, and exit planning.