IBCM's Capital Management Planning
Consulting Services
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/