Grow Your Business AND Keep More of What You Make
Most advisors focus on ONE thing. You need BOTH.
You didn't build a business to watch your profits disappear to taxes, inefficiency, and missed opportunities. Get the strategic guidance that combines marketing expertise, financial acumen, and tax optimization — all in one place.
Sound Familiar?
The Business Owner's Dilemma
You're making money, but something isn't working as well as it should.
✗ Making Money But Not Keeping Enough
Revenue looks good on paper, but profit margins keep shrinking. Expenses creep up while take-home stays flat.
✗ Growing But Chaotically
No clear KPIs or financial visibility. You know things could be better, but don't have the data to prove it.
✗ Paying Too Much in Taxes
Your CPA only tells you AFTER the year ends. By then it's too late for proactive planning.
✗ Marketing Without Measurement
Spending on marketing but not tracking ROI. You suspect some channels work better than others.
✗ No Clear Exit Strategy
Building value, but for whom? No plan to extract that value when the time comes.
There's a better way.
The Solution
The IWB Business Growth Approach
A strategic partner who understands growth AND profit optimization.
Finance
- ✓Cash flow optimization
- ✓Profitability analysis
- ✓KPI tracking & dashboards
- ✓Financial forecasting
Marketing
- ✓Funnel audits & optimization
- ✓Lead gen strategy
- ✓Conversion optimization
- ✓GoHighLevel mastery
Tax Strategy
- ✓Proactive tax reduction
- ✓Entity optimization
- ✓Section 7702 integration
- ✓Year-round planning
Systems
- ✓Business automation
- ✓SOPs & documentation
- ✓Scalability assessment
- ✓Exit readiness prep
"Most fractional CFOs are finance-only. Most marketing consultants ignore your books.
I bring BOTH — so you can grow AND keep more."
Is This Right for You?
The IWB Business Growth Community
✅ This Is For You If You...
- ✓Generate $500K - $10M in annual revenue
- ✓Are profitable but financially disorganized
- ✓Want to grow without the chaos
- ✓Know they're paying too much in taxes
- ✓Plan to exit someday (and want maximum value)
- ✓Value strategic partnership over transactional services
❌ This Is NOT For You If You...
- ✗Startups still finding product-market fit
- ✗Businesses under $500K revenue (not yet ready)
- ✗Anyone looking for "get rich quick" schemes
- ✗Business owners who don't want accountability
Choose Your Path
Membership Options
Start wherever makes sense for you. Each level builds on the previous.
FREE TOOLS
Interactive calculators to diagnose your business health
- ✓Business Profit Analyzer
- ✓Marketing ROI Calculator
- ✓Exit Readiness Assessment
- ✓Tax Reduction Estimator
Business Owner's Wealth Blueprint
The complete playbook for growing revenue, optimizing profits, and reducing taxes
- ✓Printed guide (200+ pages)
- ✓Digital PDF for immediate access
- ✓Tax reduction strategies
- ✓Case studies & frameworks
- ✓QR codes to bonus videos
Business Growth Academy
Private community and ongoing training for strategic guidance
- ✓Private Skool community
- ✓Monthly training webinars
- ✓AI-powered calculator tools
- ✓Course library access
- ✓Quarterly partner spotlights
- ✓Member networking
Business Accelerator
Implementation support, group coaching, and partner network access
- ✓Everything in Academy PLUS:
- ✓Monthly group coaching calls
- ✓Business Growth + Tax Mastery Course
- ✓Implementation guides
- ✓Partner path guidance
- ✓Buyers Club: preferred partner rates
- ✓Priority Q&A response
Growth & Profit Partnership
Your strategic partner for growth AND profit - fractional strategic advisor
- ✓Everything in Accelerator PLUS:
- ✓Quarterly 90-min strategy sessions
- ✓Monthly KPI dashboard review
- ✓Priority 48-hour response
- ✓Partner network coordination
- ✓Annual in-person planning day
- ✓Direct partner introductions
CEO Advisory Partnership
Strategic partner for business + personal wealth - scale or exit preparation
- ✓Everything in Level 4 PLUS:
- ✓Monthly strategic calls
- ✓Direct cell phone access
- ✓Exit planning coordination
- ✓Personal wealth transition strategy
- ✓Team coordination (CPA/attorney)
- ✓2-day annual intensive
Questions
Common Questions from Business Owners
We specialize in strategic guidance for business owners who want to grow AND keep more.
Ask Your Question"For the first time, I have someone who understands both my marketing AND my finances. My business grew 40% while my tax bill dropped."
Ready to Grow AND Keep More?
Start with our free Business Profit Analyzer to see where you're leaving money on the table. Then join the community of business owners who refuse to choose between growth and profit.