ONE TEAM ALIGNED AROUND YOU AND YOUR VISION

What if the professionals you already retain, or planned to retain, worked as a team to support your success as a business owner?

Let's Build a Smarter Business Together

Smart Growth. Customized Solutions. Aligned Incentives.

We are a consortium of professional advisors from different disciplines who have chosen to work as a team on your behalf; we are entrepreneurs serving entrepreneurs.

i3 was launched because small to middle-market founders face limited internal resources, “disintegrated” outsourcing options, and fragmented or conflicting advice.

One Firm. Every Capability.

Evolve with a line

We stay with you as your business grows, exits, or transitions adjusting as needed.

Execute

We collaborate to deliver coordinated solutions and clear action plans.

Discover

We listen first learning your business, challenges, and personal goals.

Align

We build a custom team of cross-functional advisors tailored to your situation.

Integrate

We listen first learning your business, challenges, and personal goals.

Innovate

We build a custom team of cross-functional advisors tailored to your situation.

Ignite

We build a custom team of cross-functional advisors tailored to your situation.

Do These Challenges Sound Familiar?

As a small to middle-market business leader, hitting an inflection point is inevitable. What got you here won't get you to the next level. If you're facing any of these hurdles, you're not alone—and we can help.

Cash Flow & Growth

The Challenge:

Unpredictable cash flow, inconsistent profitability, or worrying if you have the right kind of capital to scale.

Our Solution:

Cash Flow, Valuation & Growth Advisory

Capital & Debt

The Challenge:

Needing to secure funding but unsure of the best structure or how to approach lenders.

Our Solution:

Capital Structuring & Debt Placement

Talent & Culture

The Challenge:

Struggling to attract and retain top talent, or realizing your company culture is working against your business goals.

Our Solution:

HR & Culture Implementation

Operations & Efficiency

The Challenge:

Sensing inefficiencies or expense creep in your daily operations but unable to pinpoint the root cause.

Our Solution:

Operational Efficiency & Systems Design

Tax Implications

The Challenge:

Feeling overwhelmed by the unclear tax implications of growth, new investments, or a potential exit.

Our Solution:

Tax Strategy & Creative Optimization

Financial Clarity

The Challenge:

Lacking the internal resources to maintain clear, strategic financial oversight.

Our Solution:

Accounting & Finance Outsourcing

Exit & Succession

The Challenge:

Unsure how to prepare your business (and yourself) for an eventual exit, succession, or leadership transition.

Our Solution:

Exit Planning & Readiness

You don’t need a C-suite. You need ours.

Let us be your high-impact, cost-effective executive team. We unify advice across disciplines to create one clear path forward for your business—and for the person who runs it.

One Firm. Every Capability.

Do These Challenges Sound Familiar?

As a small to middle-market business leader, are you facing any of the following?

Are you worried about whether you have enough capital or the right kind?
Is unpredictable cash flow or inconsistent profitability keeping you up at night?
Are you struggling to attract, retain, or afford the talent you need to grow?
Do you sense inefficiencies or expense creep in your operations but can’t pinpoint the cause?
Is your company culture aligned with your business goals — or working against them?
Do the tax implications of growth, investment, or exit feel overwhelming and unclear?
Are you unsure how to prepare for an eventual exit, succession, or transition?

If any of these resonate, you’re not alone. Many successful entrepreneurs hit an inflection point where what got them here won’t get them to the next level. That’s where we come in.

Categories / Core Competencies

You don’t need a C-suite. You need ours.Let us be your high impact, cost-effective C-suite

What Our Clients Say

Having a trusted advisor has given me a holistic and impactful perspective on my business.

They delivered exactly what we needed without selling us what we didn’t.

I now have a trusted advisor that can help with a holistic and impactful view of the business.

For the first time, I felt like someone understood not just my business, but me as an owner.

Before i3, Clients Told Us

Common Frustrations

“My advisors don’t talk to each other.”
“I’m the only one connecting the dots.”
“Every solution feels disconnected.”
“I don’t know who to trust or where to start.

Our Answer

That’s exactly why we built i3. We unify advice across disciplines to create one clear path forward for the business and the person who runs it.

ONE TEAM ALIGNED AROUND YOU AND YOUR VISION

What if the professionals you already retain, or planned to retain, worked as a team to support your success as a business owner?

Let's Build a Smarter Business Together

Smart Growth. Customized Solutions. Aligned Incentives.

One Firm. Every Capability.