We help business owners turn complexity into clarity — and companies into strategic assets.

Integrating tax strategy, enterprise value design, and disciplined execution to help owners keep more, reduce risk, and build independent businesses.

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Trusted by professional partners and growth-minded owners

We work by referral and intentional application—reinforcing trust, clarity, structure, and long-term business value.

Build value through clarity, tax strategy, and disciplined execution

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Plans that actually get done

We turn insight into action with structure, systems, and accountability—so your business grows with clarity and discipline—not chaos.

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Tax strategy that fuels long-term value

Tax is a lever, not a line item. We align tax decisions with business goals to improve cash flow, reduce exposure, and strengthen long-term enterprise value.

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Build what buyers value

We help create sustainable cash flow, reduce key-person risk, and implement systems that make your business transferable and attractive to future owners or buyers.

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Clarity, structure, discipline

Clear roles, documented standards, and structured reviews reduce risk and dependency—so your business runs smoothly, not by chance.

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How we help owners build value

Business assessment

Evaluate your business for risks, opportunities, and next steps to drive growth and value.

Tax strategy

Align tax planning with business goals to improve cash flow and reduce risk.

Value building

Implement systems and processes to support sustainable growth and transferability.

Integrated strategy

Combine tax, value, and execution into a single, coordinated plan for measurable results.

Execution support

Get ongoing guidance and accountability to ensure plans are implemented and goals achieved.

Partner network

Access a curated network of independent experts in tax, legal, and operations.

Build value. Gain freedom. Create options.

Coordinated strategy and execution for owners.

Tax strategy to boost cash flow.

Systems and governance for transferability.

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(By referral or application)How we work

Client Perspectives

Dan's keen insight, strategic and creative thinking, leadership skills, ability to recognize needed organizational changes, and collaborative mindset are above reproach.
He is a skilled professional whose experience and knowledge sets him apart from his peers. He is “Second to None”!
J. Ramirez
Dean of Operations, College of Doctoral Studies at University of Phoenix
StrateZen Advisors brought clarity and structure to our business. Their disciplined process helped us reduce chaos, improve cash flow, and build a company that’s ready for the next stage. We now have confidence in our direction and peace of mind about the future.
J. Ellis
Founder 360
Dan has an amazing entrepreneurial spirit, a passion for technology and a strong background in business and leadership. He is actively involved in initiatives that are in the [client's] best interest, and takes organizational leadership to new levels. Dan's strength in leadership and compassion part of everything he does.
Dr. K. Hoyt
Sr. Director, Sales Enablement and Training, Dragos
Dan is highly professional and an advanced strategic thinker who is light years ahead of the rest of us when it comes to understanding technology and its implications in education, healthcare, and business. When I was planning a highly technical program, Dan was the first person I called on to help us build the right solution.
P. Satow
CEO and Brand Marketing Leader, Satow Strategies
Dan is a professional is every way. His leadership... is dynamic, entertaining, and educational. He is constantly coming up with ways to improve... He is a jovial person who likes to get the job done on time and efficiently, but also have fun along the way. Those who work with him... find that he is always teaching, mentoring and maintaining a vision that transcends the obvious.
I am happy to call him a friend and colleague...
B. Hockensmith
CEO, CPA, PC, Robert Hockensmith Accounting | Adjunct Professor
Dan's diverse knowledge of all business aspects has been invaluable for us.  Highly recommend StrateZen Advisors!
E. Reber
CEO, Speedpro
Never imagined getting so much value within a short period of time... Dan finally put a smile on my face, despite me being consumed by my problems, he didn’t take advantage of me and my business. Highly recommend StrateZen Advisors!
D. Tenel
VP
Dan's speaking and presentation style is amazing. His thought leadership on cybersecurity best practices for individuals and businesses helped earn [hundreds of] millions of positive media impressions for the University and positioned Dan as an industry expert for news stations across the country.
C. Nelson
Sr. Director of Content Strategy, University of Phoenix
Dan's incredible diligence and ability to juggle multiple projects is unlike any I've seen before. It is mesmerizing to watch his brain work on strategic thinking and leadership. Dan brilliantly has the ability to command a room and encourage people to start thinking in new ways. Any organization would be lucky to have StrateZen Advisors as part their team.
K. Wagner
Entrepreneur | Creative Director & Founder, KLW Images
Brand Development and Wholesale Strategis, LAW Limited
Attentive, actionable, and reliable!
Dan is an effective, solution oriented leader, with incredible strategic vision and charisma. He has a way of getting projects and programs to move forward in an efficient and effectively and magnetically gets people work together to accomplish goals that seemed impossible.
Dr. A. Coe
Associate Dean, School of Advanced Doctoral Studies
FAQs

Answers for serious business owners

Clear guidance on our process, services, and how we help owners build value and plan for the future.

Who do you typically advise?

Owner-led businesses usually between $1M and $25M in revenue, focused on growth, clarity, disciplined execution, and transferable value.

What is your advisory process?

We begin with a guaranteed paid assessment, align on goals, implement systems, and provide ongoing support to drive execution and value.

How is your approach unique?

We combine tax strategy, value building, and disciplined execution in one model—focused on building transferable businesses, not just giving advice.

Do I need to be ready to exit?

No. Exit planning is really business planning and our process strengthens your business now and increases future options, whether you plan to exit soon or want more freedom.

Connect

Insights for owners, built for value

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Insight

Strengthen your business foundation

Discover practical ways to boost value, reduce risk, and prepare for a future exit—on your schedule.

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Taylor Kim
June 2024
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Execution

From strategy to real results

Explore how disciplined execution and clear systems drive growth and owner freedom.

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Tax

Tax planning for long-term value

See how integrated tax strategy improves cash flow, reduces risk, and supports sustainable growth.

We work best with owners who value clarity, disciplined execution, and building independent businesses.
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Email us at contact@stratezenadvisors.com

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