ATTENTION: Business owners

Real Owners. Real Transformation. Real Results.

Discover what's possible when you have the right support

Our clients come to us facing complexity, uncertainty, or plateau. They leave with clarity, strategy, and momentum. Here are just a few examples of how ITB Advisory Group helps businesses grow, protect, and succeed.

CASE STUDY #1: PROFESSIONAL SERVICES FIRM

Client Profile: $2.8M revenue, 12 employees, founder-led marketing agency struggling with inconsistent cash flow, unclear profitability, and operational chaos.

Challenges:

✅ Revenue was growing but profitability was declining

✅ Cash flow swings caused stress and limited growth investment

✅ Pricing was inconsistent across clients

✅ No financial dashboards or KPIs

✅ Founder was working 70+ hours per week

✅ No documented processes or systems

What We Did:

Strategic Planning: Developed 18-month strategic roadmap with clear priorities

Fractional CFO Services:

✅ Implemented cash flow forecasting and 13-week rolling projections

✅ Created financial dashboards with real-time profitability tracking

✅ Restructured pricing model from hourly to value-based with retainers

Operational Improvement:

✅ Documented core processes for client onboarding, project management, and delivery

✅ Implemented project management system with time tracking

✅ Established weekly leadership team meetings with KPI reviews

Results After 12 Months:

✅ Revenue grew 32% to $3.7M

✅ Profitability improved 40% through pricing optimization and efficiency

✅ Cash flow became predictable with 90-day visibility

✅ Founder workload reduced by 18 hours per week

✅ Business valued 50% higher due to systems and documentation

Testimonial:

"Working with ITB was transformational. Sean helped us completely restructure our financials, fix our pricing, and create systems that actually work. Within a year, we were more profitable, less stressed, and positioned for strategic growth. I finally have a business that doesn't depend on me being involved in everything." — Founder, Professional Services Firm

CASE STUDY #2: RETAIL BUSINESS

Client Profile: $2.1M revenue, single-location retail store, family-owned, stuck at plateau for three years.

Challenges:

✅ Revenue flat at $2M for 3 years

✅ Expenses creeping up, margins declining

✅ Unclear marketing strategy

✅ High lease cost, renewal coming up

✅ Owner considering expansion but unsure if ready

✅ Lack of financial clarity

What We Did:

Management Consulting:

✅ Conducted comprehensive operational audit

✅ Identified $78k in annual expense savings

✅ Recommended operational and staffing improvements

Commercial Real Estate Advisory:

✅ Analyzed current lease vs. relocation vs. purchasing property

✅ Negotiated lease renewal with $24k annual savings and tenant improvement allowance

Marketing Strategy:

✅ Redesigned customer acquisition strategy with focus on email marketing and local partnerships

✅ Implemented referral program that generated 15% of new customers

Risk Strategy:

✅ Restructured business insurance, saving $12k annually

✅ Implemented key person insurance for owner

Results After 18 Months:

✅ Revenue grew to $2.6M (24% increase)

✅ Annual expenses reduced by $90k (lease + insurance + operational)

✅ Profit margin improved from 8% to 14%

✅ Consistent monthly sales replaced erratic patterns

✅ Financial dashboards provided real-time visibility

Testimonial:

"We were stuck and didn't know why. ITB came in and showed us exactly where we were bleeding money and where we had growth opportunity. The real estate negotiation alone paid for their fees. But the bigger impact was finally having clarity on our numbers and a real growth strategy."

— Owner, Retail Business

CASE STUDY #3: CONSTRUCTION FIRM

Client Profile: $4.5M revenue, 18 employees, general contractor with strong reputation but poor financial management.

Challenges:

✅ Cash flow constantly tight despite decent revenue

✅ No job costing system—profitability unknown by project

✅ Owner pricing jobs by "gut feel"

✅ No financial forecasting

✅ Banks reluctant to extend credit due to poor financials

✅ Owner considering retirement in 5 years but business not sellable

What We Did:

Fractional CFO Services:

✅ Implemented job costing system tracking labor, materials, subcontractors, and overhead by project

✅ Created project profitability dashboards revealing some projects were losing money

✅ Developed data-backed pricing model improving accuracy and margin

Cash Flow Management:

✅ Created 13-week cash flow forecast updated weekly

✅ Improved billing and collections process, reducing receivables by 30%

✅ Established line of credit relationship with new lender

Exit Planning:

✅ Conducted business valuation: $1.8M as-is

✅ Identified value enhancement opportunities worth additional $1.2M

✅ Created 5-year exit readiness plan

✅ Began documenting systems and reducing owner dependency

Results After 24 Months:

✅ Job profitability improved 18% on average

✅ Cash flow predictable with 90-day visibility

✅ Revenue grew to $5.4M

✅ Business re-valued at $2.6M (44% increase)

✅ Owner transitioned from daily operations to strategic oversight

✅ Business now attracting buyer interest 3 years ahead of target

Testimonial:

"I had no idea I was losing money on certain types of projects. ITB's job costing system was a game-changer. But the bigger transformation was going from reacting to everything to actually running my business strategically. We're more profitable, I'm less stressed, and I now have a business I can actually sell when I'm ready." — Owner, Construction Company

CASE STUDY #4: MEDICAL PRACTICE

Client Profile: $1.8M revenue, 2 physicians, 8 staff, established dental practice considering adding 3rd provider.

Challenges:

✅ Overhead at 72%, above industry benchmark

✅ Considering adding associate but unsure of financial impact

✅ Current office lease expiring

✅ No succession plan

✅ Marketing inconsistent, new patient flow unpredictable

What We Did:

Financial Analysis:

✅ Analyzed overhead and identified $65k in annual savings opportunities

✅ Modeled financial impact of adding 3rd provider: ROI positive after 8 months

Real Estate Strategy:

✅ Analyzed staying vs. relocating vs. purchasing property

✅ Negotiated lease renewal with better terms and expansion option

Growth Strategy:

✅ Developed patient acquisition system with consistent monthly marketing

✅ Improved patient retention and reactivation campaigns

Succession Planning:

✅ Created 10-year succession plan for senior physician

✅ Structured buy-in arrangement for junior physician

Results After 12 Months:

✅ Overhead reduced to 64%

✅ Added 3rd provider generating $450k incremental revenue

✅ Patient acquisition became systematic and predictable

✅ Practice valued 35% higher due to systems and succession plan

Testimonial:

"ITB helped us make strategic decisions we'd been avoiding for years. The real estate analysis alone saved us from making a costly mistake. But the succession planning gave us peace of mind and actually increased our practice value. We finally have a real business, not just a job." — Owner, Dental Practice

Ready to Write Your Success Story?

Every business is different, but the principles of strategic success are universal: clarity, financial discipline, operational excellence, risk management, and long-term value creation.

Let's discuss how we can help you achieve breakthrough results.