ATTENTION: Business owners
Integrated Advisory Services
for Every Stage of Growth
Businesses don't grow in straight lines. Your needs evolve—from establishing strategic clarity to scaling operations, optimizing profitability, managing risk, and eventually preparing for exit or succession.
Our service lines are designed to match every phase of the ownership journey, and they work together seamlessly because they're delivered by one integrated team.
Management Consulting & Strategic Planning
Customized, data-driven strategic plans designed to eliminate uncertainty, improve operational performance, and create a clear roadmap for sustainable, profitable growth.
Key Services
12-24 month strategic planning
Operational audits and process improvement
Business model optimization
KPI development and performance dashboards
Leadership development and team alignment
Strategic prioritization frameworks
Ideal For: Businesses that feel stuck, lack clarity, or are ready to scale but don't have a clear path forward.
Fractional CFO & Financial Advisory
High-level financial leadership without the full-time cost.
Perfect for businesses between $500k and $25M in revenue that need strategic financial guidance.
Key Services
Cash flow forecasting and management
Budgeting and profitability analysis
Pricing strategy and margin optimization
Financial dashboard creation
Banking and lender relations
Exit readiness financials
M&A advisory and business valuations
Ideal For: Growing businesses that have outgrown basic bookkeeping and need CFO-level insight to make smarter financial decisions.
Exit Planning & Succession Planning
Strategic guidance to maximize enterprise value and prepare your business for sale, succession, or transition to passive ownership.
Key Services
Business valuation and value gap analysis
Exit readiness assessments
Succession planning and leadership transition
Tax-efficient exit structuring
Buyer preparation and positioning
Post-exit wealth planning coordination
Ideal For: Owners planning to exit within 3-10 years or those who want to build a business that doesn't depend on them.
Commercial Real Estate Advisory
Integrate real estate decisions with your overall business strategy, tax planning, and long-term wealth goals.
Key Services
Strategic location analysis
Property acquisition and sales advisory
Lease negotiation and strategy
Sale-leaseback structuring
Land development guidance
Real estate as part of exit planning
Ideal For: Businesses making significant real estate decisions or owners who want to optimize real estate within their overall wealth strategy.
Enterprise Risk & Protection Strategy
Comprehensive risk assessment and strategic insurance architecture to protect your business, income, family, and long-term wealth.
Key Services
Enterprise risk assessment
Business continuity planning
Key person and buy-sell funding strategies
Owner income protection
Succession risk mitigation
Strategic benefits planning
Ideal For: Businesses with significant revenue, multiple key people, or complex ownership structures that need sophisticated risk management.
Marketing & Revenue Growth Strategy
Marketing strategy and revenue system design that aligns with your business model, financial goals, and operational capacity.
Key Services
Brand positioning and messaging strategy
Customer acquisition system design
Sales process optimization
Digital marketing frameworks
Marketing ROI measurement
Customer lifetime value analysis
Ideal For: Businesses with inconsistent revenue, unclear positioning, or marketing that doesn't align with overall strategy.
Your Strategy Deserves an Integrated Advisory Team
Most business owners are juggling advice from multiple sources that don't coordinate. We bring it all together under one strategic umbrella.
Want to work with us?
At the end of the day, this isn’t just about business.
It’s about your life, your dreams, and your future.
That’s why at ITB Advisory Group, we don’t just crunch numbers — we build strategies that help you protect, grow, market, and succeed.
Because your success is our success.
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