Our Process
A bespoke, step-by-step approach that integrates business strategy with family dynamics to ensure a seamless transition.
Why Work with iBridge?
For starters, we are the only firm that does what we do, period.
iBridge was established to fill a critical gap in the market, delivering a boutique, holistic advisory experience that seamlessly combines life, business, family, and wealth planning. As a true disruptor in the family business advisory space, we utilize our proprietary 5-step process to create bespoke strategies tailored to the unique needs and goals of business owners and their families.
At iBridge, we believe our work is a team sport. We collaborate closely with owners’ advisors—tax, legal, wealth, banking, and more—to ensure cohesive planning and comprehensive protection. We take pride in being the only firm in the world that offers this level of customized, collaborative service.
The iBridge Process
Building Businesses for Profitability, Value, and Seamless Transitions
At iBridge Global Partners, we believe that legacy-building starts with aligning ownership and business strategies. By defining clear purpose and values, we establish a foundation that amplifies your business’s strengths across generations.
Working hand-in-hand with owners, we craft strategic roadmaps that connect leadership goals with organizational success. Our solutions are driven by purpose, ensuring every decision reflects your family’s vision and aspirations.
From financial planning to risk management, our comprehensive strategies deliver immediate results while laying the groundwork for sustained growth. With iBridge as your trusted guide, your business and family are equipped to thrive, today and tomorrow.
1.
Identify
We begin by intimately understanding your family’s unique challenges and aspirations. Through a tailored assessment, we craft a strategy that aligns your personal and business goals with clarity and purpose.
2.
Protect
In collaboration with your trusted advisors, we meticulously craft a strategy that safeguards both your business and family legacy. Our holistic approach ensures every dimension of your life and wealth is seamlessly integrated and protected.
3.
Build
Our solutions are tailored to each client’s needs and goals, but our work spans family and business governance, streamlining business operations, increasing profitability and value, and onto designing both family business for seamless transitions or lucrative sales.
4.
Harvest
As your business flourishes, we cultivate leadership to ensure future growth. Meanwhile, you gradually transition into your next chapter, confident that your family and business are set for enduring success.
5.
Manage
With the next generation of leadership in place, you step fully into your new phase, secure in the knowledge that your legacy is protected and thriving. You now have the freedom to focus on new passions, knowing your business is in expert hands.
Let’s Connect!
Yes! I am interested setting up a time to chat about my family business.