Challenge: The organization was struggling with fundraising, donor engagement, and expansion strategy. They lacked a clear plan for long-term growth and impact.

Solution Provided by IVI:

• Comprehensive Nonprofit Audit: IVI conducted a detailed audit of their financials, donor engagement strategies, and program effectiveness.

• Strategic Planning: IVI helped the organization define a five-year growth strategy that aligned with their mission, focusing on enhancing operational efficiency and optimizing fundraising efforts.

• Philanthropic Consultation: IVI implemented best practices in donor engagement, launched new community initiatives, and secured partnerships with corporate sponsors.

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Results:

• 30% increase in donor retention.

• 20% increase in number of community members supported.

• A concrete game plan for the next 20 years.

 

Challenge: The business owner, approaching retirement, needed a clear exit strategy but was unsure how to maximize the value of the company. The business had operational inefficiencies and a lack of a streamlined succession plan.

Solution Provided by IVI (VentureMax360):

• Business Audit & Diagnostic: IVI identified operational inefficiencies, key value drivers, and areas for cost reduction.

• One-Year Value Maximization Plan: They partnered with the business owner to implement revenue growth strategies, streamline operations, and enhance asset management.

• Sales Facilitation: IVI guided the business through a direct sale, securing a competitive price.

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Results:

• Increased business value by 50%.

• Successful sale of the business at a 7% higher price than initial valuation.

• Reduced post-sale tax liabilities by 40%, ensuring the owner could retire comfortably.

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Challenge: Wanting to build a sustainable wealth management strategy that would support the family for at least 3 generations, focusing on tax optimization and legacy planning. 

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Solutions Provided by IVI (Wealth Management Cornerstone)

• Tailored Financial Planning: IVI developed a customized wealth management plan, including tax- optimization strategies and estate planning.

• Family Office Services: Utilizing their expertise to identify key factors on why generational wealth ends most often in 2 generations and implementing strategies to avoid the same outcome. 

• Legacy Planning: IVI facilitated a connection with their team of attorneys to establish a family trust, charitable legacy solutions and sustainable investment opportunities.

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​Results: 

• Achieved a 20% increase in tax- free cash growth.

• Reduced liabilities by 35% through effective tax planning.

• Successfully developed a family foundation that supported the family's mission and goals for the next 20 years.

Challenge: Wanted to scale her wellness business but lacked the necessary resources, marketing strategies, systems and infrastructure to focus on building and growing.

Solutions Provided by IVI (Entrepreneur Membership Package):

• Business Coaching & Consulting: IVI offered ongoing business coaching sessions and strategic guidance on growth.

• Marketing & CRM Support: They provided Maria with a CRM system, social media marketing services, and a website redesign to enhance client engagement and streamline operations.

• Tech and Concierge Services: IVI set up 24-hour tech support and a dedicated concierge service to manage appointments and communications.

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Results:​

• 20% increase in new clients within six months.

• Achieved $100,000 in annual revenue growth.

• Expanded business operations by hiring two new staff members by the end of year 1. 

Challenge: Client wanted to diversify his portfolio with specialized investment opportunities but lacked the connections and expertise to navigate complex sectors like biopharmaceuticals and industrial real estate.

Solution Provided by IVI (Specialized Investment Division):

• Tailored Investment Plan: IVI developed a specialized investment strategy aligned with David’s risk tolerance and growth objectives.

• Access to High-Potential Opportunities: Through IVI’s global network, David was introduced to investment opportunities in biopharmaceutical startups and industrial real estate.

• Comprehensive Financial Analysis: IVI conducted thorough market analysis and due diligence, ensuring each investment matched David’s long-term goals.

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Results:

• Secured a 25% return on investment in a biopharmaceutical venture.

• Expanded his investment portfolio into industrial real estate, which delivered a steady income stream.

• Optimized his portfolio’s tax position, saving him 20% in capital gains taxes.

Challenge: As a solopreneur, our client was looking to expand her art business, but struggled with scaling her operations, managing client relationships, and reaching new markets. She needed support in both business strategy and operational tools.

Solution Provided by IVI (Entrepreneur Membership Package):

• Business Coaching: IVI provided one-on-one business coaching, helping Elena refine her business model, pricing strategy, and marketing plan.

• Tech and CRM Setup: IVI set up a CRM system to help Elena manage her growing list of clients, automated her appointment scheduling using Calendly, and provided her with a new website design.

• Marketing Strategy: A targeted social media strategy was implemented, focusing on increasing visibility in new markets and growing her online presence.

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Results:

• 35% increase in online sales within three months.

• Successfully expanded her client base to three new states.

• Utilized IVI Team's art client referrals to connect with artists she admired around the world.

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