Planning Tool
Innovative Business & Capital Management’s Capital Management Planning Consulting applies the most effective, revolutionary, and flexible analytical tool available today to help high net worth individuals like you effectively plan your future and accommodate your ever-changing needs.
Through IBCM’s Capital Management Consulting, you can:- Optimize and refine the best timing for a strategy or transition
- Evaluate various options simultaneously and determine which ones meet your goals and objectives
- Maintain continued flexibility in the event circumstances change
- Envision how different business or capital choices will affect your desired lifestyle
- Determine what is the best timing for your chosen course of action
- Quantify risk and reward based on various alternatives
- Determine which strategies or combination of strategies are available to accomplish each client’s optimum results
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
Testimonial
“Throughout my 36 years of practicing law, I have always looked for a tool like this,” said Jim Ryan, an estate and trust law specialist with Frazer, Ryan, Goldberg & Arnold LLP, who was given a demonstration of the software. “Instead of guessing, it uses sophisticated projection technology to show the client likely outcomes. It will be very helpful to me, my clients and anyone who does what I do.”
“I have seen many programs in the past that have attempted to do the same thing, but never one that provides the depth of information and knowledge, along with the flexibility to change assumptions on the fly. It’s built on an excel platform that allows it to be quite nimble and customizable,” Jim Ryan said. “And more importantly, clients understand the results and gain a clear understanding of their options immediately. This software has been carefully designed with detailed attention to the tax, legal, debt, financial and personal issues related to any comprehensive estate, business succession or financial planning process.”Business Analysis
Click below to view snapshots of the IBCM Capital Management Tool
Analysis Examples
- Valued Client Base case summary
- Valued Client Base case detail
- Valued Client Corporate Base Detail
- Valued Client Phase 1 Summary
- Valued Client Phase 1 Detail
- Valued Client Corp. Phase 1 Detail
- Valued Client Phase 2 Sell Bus. Summary
- Valued Client Phase 2 Sell Bus. MC Summary
- Valued Client Phase 2 Sell Bus. Detail.
