Client Profile

Clients We Serve

We provide an array of services to business owners and leaders of CPA firms. Our expertise is prevalent in business growth disciplines such as sales effectiveness, business sale preparedness, mergers & acquisitions, corporate governance, emerging leadership coaching, strategic recruiting services, and outsourced sales team management.

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Our clients range in annual revenues of $500,000 to $50MM. That's a large range, and we have the range of skills to match as we engage in a variety of ways depending on client needs, business type, industry, and size.  Our expertise is essentially needed by any business owner who is grappling with commonly encountered issues of business growth.

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Business leaders 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


Learn More About Our Team
  • 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 founding partner’s background is in numbers, and we are big believers in the power of math. As they say, the numbers don’t lie.  We have grown and evolved over the years to also take a qualitative approach to driving results.


    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.