ATTENTION: Business owners
Sell Your Business with Confidence. Buy Your Next One with Certainty
Sean guides business owners across Central Florida and beyond through every stage of a merger, acquisition, or business sale
— protecting value, preserving confidentiality, and closing deals that work for everyone at the table -
"The Only M & A Advisory and Business Brokerage That Helps You Find Your Space AND Protect What's Inside It...
Licensed Florida M & A Advisory and Business Broker
Fortune 500 Advisory Background
26 Years of Executive Leadership in Crisis & Operations
U.S. Air Force Veteran
Introduction / Value Statement
Selling a business is the single largest financial event most owners ever experience — and buying one is one of the riskiest. Sean brings decades of financial, operational, and advisory experience to both sides of the table, translating complex transactions into clear decisions, defensible numbers, and outcomes that protect what owners have spent a lifetime building.
Every engagement is handled personally. Sean does not hand clients off to jjunior associates; he manages valuation, marketing, negotiation, and closing from the first conversation to the final signature.
Services
Sell-Side Advisory
Confidential, full-service representation for owners ready to sell.
Buyer=Side Advisors
Disciplined acquisition search, screening, and negotiation for serious buyers.
Valuation & Deal Structuring
Defensible, market-based valuation and terms that protect your interests.
“With a Florida Business & M&A Advisor license, a background advising Fortune 500 organizations, and 26 years of high-stakes regional leadership with the American business community, Sean brings a rare combination of financial rigor and calm, decisive leadership to every transaction.”
You Built the Business. Now Who's Looking Out For You?
Most business owners juggle five disconnected advisors and still feel exposed. Your accountant tracks taxes. Your insurance agent sells policies. Your attorney drafts documents. Your banker pushes loans. None of them owns your big picture.
Sean Alexander PA fills that gap. We sit on your side of the table as both a strategic consultant and a licensed insurance specialist — guiding the decisions that grow your business and the protections that keep your family, income, and legacy intact.
Whether you're launching, scaling, or stepping back, we deliver one coordinated game plan instead of six fragmented opinions.
Two Capabilities. One Strategy. Every Stage of Ownership.
BUSINESS CONSULTING
We work shoulder-to-shoulder with owners to clarify strategy, sharpen operations, strengthen financials, and prepare the business to scale or sell.
You get the senior-level thinking of a fractional CFO and the execution support of a hands-on operator — without the full-time price tag.
LIFE, HEALTH & ANNUITY INSURANCE
We design protection strategies that defend your income, your family, your key people, and your retirement.
As a licensed Senior Agent (FL License P114245), Sean architects life, health, disability, and annuity solutions that fund buy-sell agreements, replace lost income, cover rising healthcare costs, and turn business equity into guaranteed personal wealth.
Whereever You Are In The Journey, We've Built the Playbook
Every owner-led business moves through three predictable stages. Each stage demands different decisions, different capital, and different protection. We meet you where you are — and walk every step with you.
START-UP
EXPANSION
EXIT & SUCCESSION
START STRONG
SCALE SMART
CASH OUT & PASS ON
You're launching, validating, or stabilizing your venture.
We help you choose the right legal structure, build a profitable pricing model, secure first-dollar revenue, and put personal protections in place before risk catches you off-guard.
You're past survival and ready to grow now is the time to add people, locations, products, or revenue streams.
We sharpen your financial model, install operating systems that scale without you, and protect the key people and cash flow your growth now depends on.
You're three to ten years from selling, transferring, or stepping back.
We maximize your enterprise value, structure a tax-efficient exit, and convert business equity into guaranteed lifetime income through annuity and life-insurance strategies that fund the next chapter.
One Team. One Strategy. One Owner — Yours.
✅ Two licenses, one advisor. Sean Alexander holds an M&A advisory license (SL3482326) AND a Life, Health & Annuities Senior Agent license (P114245). You get strategy and protection from the same desk.
✅ Three decades, five continents. Sean has advised IBM, American Express, Humana, Burger King Corporation, the U.S. Army, and dozens of middle-market firms — and owned three businesses himself.
✅ Owner-first, not product-first. We earn our fee whether you grow, sell, or insure. That alignment means you get advice, never a pitch.
✅ Stage-matched playbooks. Start-up, expansion, and exit each get a tailored engagement model — never a recycled template.
✅ Implementation, not slide-decks. We build the plan WITH you and stay in the room until results show up in your bank account.
Industries We Serve
Deep Expertise in Owner-Led Business Models
We've worked with dozens of industries, but our specialty is understanding the unique challenges, economics, and strategic dynamics of owner-led businesses.
Whether you're a professional service firm, healthcare practice, contractor, retailer, or real estate investor, we understand the pressures and complexities of your business model.
Not Sure If We Can Help Your Industry?
While we specialize in the industries above, we've worked with businesses across dozens of sectors.
The common thread? Owner-led companies that need strategic clarity, financial leadership, and integrated advisory support.
Professional Services
Who We Serve: Consulting firms, marketing agencies, IT services, accounting practices, law firms, architecture and engineering firms, and other knowledge-based businesses.
Common Challenges We Address:
✅ Transitioning from founder-driven to team-driven revenue
✅ Pricing optimization (hourly vs. value-based)
✅ Capacity planning and utilization rates
✅ Developing recurring revenue models
✅ Exit planning for service businesses
Medical & Healthcare Practices
Who We Serve: Private practices, dental offices, specialty clinics, therapy practices, medical groups, wellness centers, and healthcare service providers.
Common Challenges We Address:
✅ Managing overhead and reimbursement changes
✅ Adding providers without diluting profitability
✅ Real estate decisions (own vs. lease)
✅ Practice valuation and exit planning
✅ Strategic growth and location expansion
Construction & Trades
Who We Serve: General contractors, electricians, plumbers, HVAC companies, roofing contractors, specialty trade businesses, and project-based service companies.
Common Challenges We Address:
✅ Job costing and margin improvement
✅ Cash flow management with lumpy revenue
✅ Scaling without sacrificing quality or margin
✅ Building management team and reducing owner dependency
✅ Equipment financing and fleet management
Retail & E-Commerce
Who We Serve: Local retail stores, multi-location retail operations, online businesses, hybrid retail/e-commerce models, and product-based companies.
Common Challenges We Address:
✅ Inventory management and cash flow optimization
✅ Multi-location expansion strategy
✅ E-commerce integration with brick-and-mortar
✅ Margin improvement and pricing strategy
✅ Exit planning and business sale preparation
Real Estate Investors & Developers
Who We Serve: Property investors, real estate developers, landlords, property management companies, and real estate professionals.
Common Challenges We Address:
✅ Portfolio strategy and capital allocation
✅ Development project feasibility analysis
✅ Tax-efficient structuring
✅ Wealth building through real estate
✅ Exit and estate planning with real estate holdings
Manufacturing & Distribution
Who We Serve: Small manufacturers, distributors, specialty production companies, and product-based businesses with physical operations.
Common Challenges We Address:
✅ Operational efficiency and lean manufacturing
✅ Supply chain optimization
✅ Pricing and margin improvement
✅ Capital investment decisions
✅ Scaling production capacity profitably
Family-Owned Businesses
Who We Serve: Multi-generational family businesses, founder-led companies, and businesses in transition between generations.
Common Challenges We Address:
✅ Succession planning and family governance
✅ Professionalizing operations
✅ Next-generation leadership development
✅ Balancing family and business objectives
✅ Exit planning that preserves legacy
Your Best Years as an Owner Are Still Ahead. Let's Build Toward Them.
Book a 30-minute strategy call. We'll diagnose your stage, surface the two or three moves that unlock the most value, and show you exactly how integrated consulting and insurance protect everything you're building.
No pressure. No pitch. Just a clear next step.
Your Business Has More Potential Than You Realize
Let's build a clearer, more profitable, and more valuable future—together.
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ITB Advisory Group, LLC provides business consulting, advisory, and licensed insurance services.
Sean Alexander holds Florida License SL3482326 (Business & M&A Advisor) and Florida License P114245 (Life, Health & Annuities Senior Agent).
Insurance products and services are subject to state licensing and product availability.
Consulting services do not constitute legal, tax, or investment advice.
Please consult our licensed professionals regarding your specific needs.
Copyright 2026. Sean Alexander PA. All Rights Reserved.