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. Privately Held Businesses with annual revenues of $5MM – $50MM have the most to gain from working with us.

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

The Challenges

The Integrated Growth Advisors team has deep business expertise. 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 begin  with an assessment to measure the health of your business, obtain critical knowledge about your business, and identify gaps. Then, we work with your team to establish clear goals. We focus on specific areas to drive process improvements to ensure that your business is both able and  ready to grow.

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.

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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