IBCM's Capital Management Planning

Consulting Services

Our customized financial planning platform is unlike typical financial planning platforms. IBCM empowers you, as the primary stakeholder of your financial future, to clearly visualize the alternatives and decide the appropriate course of action that is right for you, based on refinable objectives and timing that is in your best interest. Our team of experts are highly experienced, keenly aware and sensitive to the many issues facing high net worth individuals.

Personal Capital Management

Plan development based on individual client portfolio. Projected cash flow and net worth statements, giving each client a glance into the future.

Corporate Capital Management

Customized designs & conclusions for each client.

Integrated Personal & Business Capital Management

Several factors need to be taken into account. Goals, family, business, intangibles, as well as the numbers.

Our Firm

Innovative Business & Capital Management has developed a uniquely dynamic Capital Management tool that allows us to assist our clients with some of the most important decisions they face relating to their capital and lifestyle needs. This Capital Management Platform was developed with input and experiences of Certified Public Accountants, Chartered Financial Analysts and Corporate Controllers. We took all of this experience and incorporated it into the most powerful and flexible analytical tool available today. Combine this platform with our experience of working with 100's of clients on 1000's of different strategies and you have an Innovation like no other. This platform allows our clients to evaluate strategic decisions regarding their capital. It is flexible enough to provide the ability to modify each and every variable. All options can be analyzed and handicapped in order to determine the most appropriate course of action based on all the client's objectives. Most importantly, our capital management platform brings together the collaborative efforts of our client's team.

Our Platform

Innovative Business & Capital Management utilizes a uniquely dynamic Capital Management Planning Platform that provides our clients with timely, effective answers to some of the most critically important decisions they face relating to their capital and lifestyle needs.

Our "Best in the class" platform...
  • Allows our clients to dynamically evaluate strategic decisions regarding their capital
  • Is always specifically tailored to our clients needs
  • Allows flexibility to effectively modify every existing variable with a click of the mouse
  • Encourages advisor input and validation
  • Is the most advanced flexible analytical tool available today

Trusted Partners

Cypress Strategies

6424 E. Greenway Parkway, Suite #100 Scottsdale, AZ 85254 https://cypressnv.com/

Arrowroot Family Office

4553 Glencoe Ave, Suite 201, Marina del Rey, CA 90292 https://www.arrowrootfamilyoffice.com/