ATTENTION: Business owners
Strategic Clarity, Profitable Growth, Lasting Value
ITB Advisory Group delivers integrated management consulting and strategic advisory services to owner-led businesses. We help you make better decisions across strategy, operations, finance, and
risk—building companies that scale, sell, or sustain for generations.
"The Only Advisory Firm That Helps You Find Your Space AND Protect What's Inside It...
Your Business Needs an Integrated Strategic Partner
Most business owners are experts in their industry but lack an integrated strategic partner who understands operations, finance, growth, and risk as interconnected systems.
Your accountant focuses on taxes. Your insurance agent sells policies.
Your marketing firm runs campaigns. Your banker pushes loans.
But who's responsible for your overall strategic success?
ITB Advisory Group serves as your outsourced strategy team—bringing management consulting rigor, CFO-level financial insight, and execution support to help you build a more valuable, resilient business.
Strategic Planning & Execution
Clear roadmaps with disciplined implementation. We don't just plan—we partner with you to execute and measure results.
Operational Excellence
Identify bottlenecks, streamline processes, and build systems that scale efficiently without requiring your constant involvement.
Financial Leadership
Transform your numbers into strategic decision-making tools that drive profitability, cash flow optimization, and sustainable growth.
Value Creation & Exit Readiness
Build enterprise value systematically, whether you're preparing for sale, succession, or long-term passive ownership.
The ITB Strategic Advisory Framework: Grow • Succeed • Protect • Optimize
Every successful business requires strategic clarity across four integrated disciplines.
Our proprietary framework ensures all aspects of your business work together toward sustainable growth and maximum enterprise value.
Grow
Management consulting, strategic planning, operational improvement, fractional CFO services, pricing optimization, and financial strategy.
Succeed
Exit planning, succession strategy, business valuations, commercial real estate strategy, and long-term owner wealth planning.
Protect
Enterprise risk assessment, business continuity planning, strategic insurance architecture, and compliance frameworks.
Optimize
Brand strategy, marketing systems design, sales process optimization, and revenue growth frameworks.
INDUSTRIES WE SERVE
Deep Expertise in Owner-Led Business Models
We've worked with dozens of industries, but our specialty is understanding the unique challenges, economics, and strategic dynamics of owner-led businesses.
Whether you're a professional service firm, healthcare practice, contractor, retailer, or real estate investor, we understand the pressures and complexities of your business model.
Not Sure If We Can Help Your Industry?
While we specialize in the industries above, we've worked with businesses across dozens of sectors.
The common thread? Owner-led companies that need strategic clarity, financial leadership, and integrated advisory support.
Professional Services
Who We Serve: Consulting firms, marketing agencies, IT services, accounting practices, law firms, architecture and engineering firms, and other knowledge-based businesses.
Common Challenges We Address:
✅ Transitioning from founder-driven to team-driven revenue
✅ Pricing optimization (hourly vs. value-based)
✅ Capacity planning and utilization rates
✅ Developing recurring revenue models
✅ Exit planning for service businesses
Medical & Healthcare Practices
Who We Serve: Private practices, dental offices, specialty clinics, therapy practices, medical groups, wellness centers, and healthcare service providers.
Common Challenges We Address:
✅ Managing overhead and reimbursement changes
✅ Adding providers without diluting profitability
✅ Real estate decisions (own vs. lease)
✅ Practice valuation and exit planning
✅ Strategic growth and location expansion
Construction & Trades
Who We Serve: General contractors, electricians, plumbers, HVAC companies, roofing contractors, specialty trade businesses, and project-based service companies.
Common Challenges We Address:
✅ Job costing and margin improvement
✅ Cash flow management with lumpy revenue
✅ Scaling without sacrificing quality or margin
✅ Building management team and reducing owner dependency
✅ Equipment financing and fleet management
Retail & E-Commerce
Who We Serve: Local retail stores, multi-location retail operations, online businesses, hybrid retail/e-commerce models, and product-based companies.
Common Challenges We Address:
✅ Inventory management and cash flow optimization
✅ Multi-location expansion strategy
✅ E-commerce integration with brick-and-mortar
✅ Margin improvement and pricing strategy
✅ Exit planning and business sale preparation
Real Estate Investors & Developers
Who We Serve: Property investors, real estate developers, landlords, property management companies, and real estate professionals.
Common Challenges We Address:
✅ Portfolio strategy and capital allocation
✅ Development project feasibility analysis
✅ Tax-efficient structuring
✅ Wealth building through real estate
✅ Exit and estate planning with real estate holdings
Manufacturing & Distribution
Who We Serve: Small manufacturers, distributors, specialty production companies, and product-based businesses with physical operations.
Common Challenges We Address:
✅ Operational efficiency and lean manufacturing
✅ Supply chain optimization
✅ Pricing and margin improvement
✅ Capital investment decisions
✅ Scaling production capacity profitably
Family-Owned Businesses
Who We Serve: Multi-generational family businesses, founder-led companies, and businesses in transition between generations.
Common Challenges We Address:
✅ Succession planning and family governance
✅ Professionalizing operations
✅ Next-generation leadership development
✅ Balancing family and business objectives
✅ Exit planning that preserves legacy
Your Business Has More Potential Than You Realize
Let's build a clearer, more profitable, and more valuable future—together.
COMPANY
SERVICES
RESOURCES
FOLLOW US
ITB Advisory Group provides business advisory, accounting, tax, insurance, and marketing consulting services.
Tax services are not a substitute for legal advice.
Insurance products and services may be subject to state licensing requirements and availability.
Please consult with one of our licensed professional regarding your specific needs.
Copyright 2026. ITB Advisory Group, LLC.. All Rights Reserved.