ATTENTION: Business owners
We Stand Where Strategy Meets Protection
ITB Advisory Group serves business owners who refuse to choose between growing their company and protecting their life.
We deliver both — under one roof, through one trusted advisor, across every stage of ownership.
Most Owners Don't Need More Advisors.
They Need One Who Sees the Whole Picture.
Sean Alexander founded ITB Advisory Group after watching too many talented business owners build successful companies and still arrive at retirement under-protected, under-valued, and under-prepared.
The reason was almost always the same: nobody was connecting the dots between business performance and personal financial security.
Your accountant didn't ask whether your buy-sell agreement was funded.
Your insurance agent didn't understand your enterprise value.
Your business coach never priced an annuity.
Each played a position — but no one quarterbacked the team.
ITB Advisory Group exists to be that quarterback.
What We Do, In Plain English
We deliver two integrated capabilities to owner-led businesses across three predictable life-stages.
On the consulting side, we sharpen strategy, install scalable operating systems, lead financial planning, and prepare businesses for sale or succession.
On the insurance side, we architect life, health, disability, and annuity strategies that fund key-person needs, buy-sell agreements, family protection, healthcare gaps, and guaranteed retirement income.
Together, those two capabilities solve the equation every owner is really trying to solve: how to build something valuable AND keep what it pays you.
Who We Serve
We work with owner-led businesses generating between $250K and $25M in revenue — typically professional service firms, healthcare practices, contractors, retailers, family businesses, manufacturers, and real estate investors.
Our clients tend to share three traits.
They want senior-level thinking, not a junior associate's checklist.
They prefer one coordinated advisor over five disconnected specialists.
And they care as much about the life the business funds as the business itself.
If that sounds like you, you're in the right place.
Want to work with us?
You're facing complex business challenges that demand expert guidance.
At ITB Advisory Group, we understand your unique situation and deliver tailored solutions that actually work.
Our experienced team partners with you to identify opportunities, optimize performance,
and drive measurable growth.
Let's transform your challenges into competitive advantages together.
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