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Adding Value Beyond the Balance Sheet

Privately Held Businesses

We provide expertise in corporate governance, talent development for emerging leaders, and strategic planning for growth. Our Privately Held Business vertical focuses on businesses with $5MM – $50MM in annual revenues. 

Business owners seek our assistance when:
  • They are growing too fast or growing too slow
  • They desire to have better control of their organization
  • They are considering an exit from their business either through a sale, transfer to a family member, or transfer to a key employee
  • They desire a review of their internal controls or business processes

The Challenges

The Integrated Growth Advisors team has deep expertise in this area, and we regularly work with clients facing direct challenges to the overall health of a business.  The common areas we see are created by challenges around Growth, Control, and Transition.

Our team is well-versed in identifying core issues, providing solutions, and effectively communicating throughout the entire process with the objective of achieving “buy-in” during the phases of our process.

Our Process

We typically begin a new engagement with an assessment period where we measure the health of your business and obtain critical knowledge about your business.

We work with your team to establish clear goals and to identify key points of focus.  This is our “Growth Advisory Services.” We focus on specific areas to drive process improvements to ensure that your business is both able and  ready to grow.

In the next phase, we focus on implementation of tactics developed in the “Growth Consulting” phase.  Depending on what is required, our able team will either provide direct Implementation Services, or if your business requires efforts outside of our own expertise, we will work with you to attain the best possible resources for your scenarios.

The IGA Orientation

Our background is in numbers, and we are big believers in the power of math. As they say, the numbers don’t lie.

We have a deep appreciation for the nuances inherent in every business, such as the founders, business life-cycle, the vendor relationships, and influences beyond the business owner’s control.

At IGA we pride ourselves on being math-based but human-focused.  We believe that getting behind the numbers and truly effecting changes requires a renewal of cultural values and meeting the needs of all stakeholders of the business.

There can be many challenges that exist in business, particularly those that have seen a disruption of any kind (including rapid organic growth). Our expertise helps provide business owners with greater financial health, emotional well-being, long-term sustainability, and potentially a much greater path for an ownership transfer should one be desired.


Learn more about how our services can help you grow your business. Contact us today.

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