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Reach your goals with a proven approach to achieve success

Are you facing a business challenge?

Fixing financials? Boosting customer service? Planning for succession? Ready for growth?

For 30 years, we’ve helped businesses around the world overcome challenges and reach their goals following our proven approach. Click below to tell us about your top priorities and let’s explore how we can help you.

With decades of experience, and a proven process, we help businesses navigate challenging issues.

Unlock your company’s full potential with expert guidance that drives real results. From scaling your business and boosting efficiency to strengthening team culture, you’ll gain the insight and support you need to lead with confidence and achieve measurable success. Partner with us to build a business that thrives—on your terms.

S.M.A.R.T. Management Puzzle Teamwork

Key Areas of Support

Strategic Planning & Growth

Develop long-term, scalable strategies tailored to your business

Financial Strategy & Risk Management

Strengthen financial decision-making and sustainability

Operations & Process Improvement

Identify inefficiencies and optimize business processes

Workplace Culture & Engagement

Build a culture of accountability, inclusivity, and high performance

Leader & Team Development

Strengthen leadership capabilities and improve team dynamics

Individual Development

Empower individuals to become effective leaders and stronger individuals

We are proud to be named to the Inc. 5000 list of fastest growing companies, a recognition that reflects the impact of our work, our high growth insight, and our decades long commitment to helping businesses grow stronger and smarter.

Follow our proven process.

Learn more about our step-by-step process that adapts to your unique business to ensure success

Magnified S.M.A.R.T. BizVision
We understand that every business is unique. Our commitment to personalized service and holistic solutions sets us apart. We start with our proprietary S.M.A.R.T. BizVision™ process, ensuring a deep understanding of your business’s needs. This foundation allows us to craft S.M.A.R.T. (Specific, Measurable, Achievable, Relevant, Timely) strategies tailored to your goals. Through collaboration and innovation, we deliver out-of-the-box solutions that drive growth and scalability. Our mission is to empower your business with the tools and insights needed for sustainable success.

Transform your team with S.M.A.R.T. Management

Implementing strategic ideas through people, processes, and technology

Our S.M.A.R.T. Management approach is centered on Specific, Measurable, Achievable, Relevant, and Timely strategies and tactics. This structured method helps organizations:

  • Set clear goals and expectations for leadership and teams
  • Enhance accountability at every level of the business
  • Improve financial and operational efficiency with precise, actionable steps
  • Foster a results-driven culture that encourages continuous improvement
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Discover. Design. Drive.​

Learn about our step-by-step approach to helping you achieve your goals.​

We don’t believe in one-size-fits-all solutions. Every business is unique, which is why we take an intentional and tailored approach to help clients solve problems, gain clarity, and build lasting momentum. Whether your challenges are strategic or tactical in nature, we adapt our approach to fit your needs – we work collaboratively to create real, measurable outcomes. Our process is built around three key phases designed to bring structure, clarity, and results to your business—no matter the starting point.

What do our customers say about us?​

Over the decades, we've helped countless companies, across numerous industries, achieve their goals.​

Is our process right for you?

No two businesses or paths are alike. Let's explore whether our approach is right for you.

S.M.A.R.T. Management Target

Choosing the right consulting partner is critical to achieving real, measurable success. Our approach is designed for business leaders and organizations that seek hands-on, strategic solutions to drive growth, accountability, and operational excellence. If any of the following describe you, let’s talk!

  • You’re a business leader, executive, or entrepreneur looking to scale
  • You need a clear business strategy and sustainable growth plan
  • You want to improve cashflow management and forecasting
  • You’re facing operational or cultural challenges and need expert guidance
  • You value practical, hands-on consulting with measurable results
  • You want to improve leadership effectiveness and team accountability

The experience to guide you to success!

IA Business Advisors is a premier business consulting firm dedicated to helping organizations and leaders optimize performance, enhance accountability, and achieve sustainable success. With decades of experience, we specialize in guiding businesses through growth, financial stabilization, operational efficiency, and leadership development to unlock their full potential.

We work alongside business owners, executives, and teams to refine strategy, financial improvement, enhance leadership effectiveness, streamline operations, and foster a culture of accountability and growth. Our hands-on approach ensures that businesses not only develop strategies but also implement the tactics for success.

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Brandon Cohen

Practice Coordinator –
S.M.A.R.T. Management

What do you love most about working at IA Business Advisors?
What I love most about working at IA is the people around me. I have the opportunity to learn from intelligent and experienced professionals in a variety of fields, all of whom are happy to share their knowledge and kindness with me. I learn something new every day, and have fun doing it, because of my colleagues.
The best piece of advice I’ve ever been given was from my grandfather: “You regret the chances you don’t take, not the ones you do”
I would want the ability to fluently speak every language in the world.
To run a full marathon in the next 3 years. To read at least 20 books this year. To travel to all continents in my lifetime (except Antarctica).
“Life is too short for small dreams.”
Shannon

Shannon Potenzo

Practice Leader –
Marketing & Sales

What do you love most about working at IA Business Advisors?
The endless opportunities we have here to help other businesses. I am able to use my problem-solving, creativity and experience into the digital marketing position and actually make an impact on other businesses growth & development and be a part of this amazing team.
It’s better to be rich in memories than rich in your wallet.
This is easy, transportation powers so I can be enjoying a glass of wine on a villa in Tuscany or eating fresh seafood in Mykonos and then back for sunset in the keys.
(Short term) Help get my daughter through college so she can be achieving her dream of being a pilot. (long term) Travel the world..or as much as I possibly can with the people closest to me.
“Life is too short for small dreams.”
Ben

Ben McClure

Practice Leader –
Finance & Accounting

What do you love most about working at IA Business Advisors?
I am driven professionally by new experiences and learning opportunities. From the clients we serve to the professionals we work with, there is no shortage of new challenges to overcome, puzzles to solve, or opportunities to finish each day knowing a little more than I did when it started.
When you hear that something can’t be done, ask why. Understanding the nature of a limitation allows you to measure it for yourself.
I have always had a fascination with flying. I feel like that would be a good mix of a cool superpower but also useful in a practical way.
To make an impact. Not necessarily a large impact that warrants my name to be in a history book, but lots of small meaningful interactions that influence the people around me in a positive way.
“Change doesn’t require a precipice.”
Brian Smith

Brian Smith, PhD

Managing Partner

Since 1988, Brian has helped over 19,000 business owners and managers on all seven continents (yes, Antarctica, too). Coming from companies of all sizes, he has helped them make decisions to help them grow personally and as an organization. Brian is a lifelong learner; he has a Ph.D. in organizational psychology, a master’s degree in management information systems, a master’s degree in occupational safety, a bachelor’s degree in accounting, and is a certified Six Sigma master black belt consultant. He was also a Microsoft MCSE and has completed many certification courses supporting his work as an advisor.

What is the meaning behind your logo?

The three rings symbolize our core philosophy that business is built on three interconnected things: People, Process, and Technology. The occasional addition of the six and σ to the rings demonstrates our belief in a consulting methodology known as Six Sigma and our commitment to error-free consulting.

First, I got to fly around the world to complete what we now call BizVision. Then, I got to design an ERP system and all its infrastructure for a company in 14 states and 12 countries. The entire time, I was tasked with being a member of the executive team that raised over $100 million from two IPOs, and I helped to integrate six new acquisitions into the company family. It was a wild 18 months that set the stage for who we are today.

There is nothing more important than what you are doing at this moment; it’s the time you have to make your best decision!

My family has always been and always will be my passion. I have been blessed with three amazing children and a beautiful wife who never ceases to amaze me. René and I have been married since 1992, and since then, she has been the glue that holds my life (and this office) together. Beyond my family, I also have a love for cooking, baseball, and reading.

  • Always be responsible for my influence.
  • Stay positive in all I do.
  • Live in the present to be my best for myself and others.