Built Around Your Business Decisions

IAB Financial Strategy LLC is an independent financial consulting firm led by Ivy Barnes. Each engagement begins with understanding the decision you need to make, the information available, and the people who will use the finished work.

Our purpose is to help business owners understand the reasoning behind their numbers—and use that understanding to plan their next move.

Our Perspective

A forecast is only as useful as the assumptions supporting it. A business plan should connect ambition to the resources required to execute it. An investor presentation should tell a story that the financial analysis can support.

We approach each project with these connections in mind, examining how the business operates, what drives its performance, and where uncertainty could affect the outcome.

A three-column infographic titled 'How we work' with steps: 1) Understand the decision, 2) Develop the analysis, 3) Review and apply, detailing tasks in each stage.
A three-column infographic titled 'How we work' with steps: 1) Understand the decision, 2) Develop the analysis, 3) Review and apply, detailing tasks in each stage.

People sitting at a conference table with one person gesturing with their hands, a laptop with a presentation on the screen, notebooks, and smartphones on the table.

A Direct Working Relationship

You work directly with the professional developing your analysis. This creates room for questions, context, and feedback throughout the engagement.

Our project-based approach gives each assignment a defined purpose. The scope reflects your business stage, available information, and intended audience, so you know what the engagement includes before work begins.


What You Can Expect

Clearly defined deliverables and responsibilities.
Documented assumptions and transparent reasoning.
Straightforward explanations of findings and trade-offs.
An organized handoff with a walkthrough of the completed work.


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Meet the Founder

Learn more about Ivy Barnes and the experience behind IAB Financial Strategy.

Let’s Start with your Goals

Tell us what you’re working toward and the decision you need support making