Our process is designed to take the guesswork out of business growth. With i3 Advisors, you don’t just get a one-time plan—you get a hands-on, ongoing partnership with your own fractional C-suite. Here's how we work together:
Fractional CFO / Estate & Tax Strategist
Anthony Bird is a seasoned CPA and high net worth advisor based in Southlake, Texas, with over 30 years of experience in financial services and wealth management. As President of F2 Analytics, Anthony specializes in advising affluent clients on complex estate, tax, and financial planning strategies. He began his career as an accountant with KPMG (formerly Pete Marwick) before moving into financial services, where he has held leadership roles at New York Life, The Heritage Organization, and Alliance Partners. Anthony is a graduate of the University of Texas at Arlington and is known for his passion for mentoring, teaching, and building lasting client relationships.
We stay with you as your business grows, exits, or transitions adjusting as needed.
We collaborate to deliver coordinated solutions and clear action plans.
We listen first learning your business, challenges, and personal goals.
We build a custom team of cross-functional advisors tailored to your situation.
We listen first learning your business, challenges, and personal goals.
We build a custom team of cross-functional advisors tailored to your situation.
We build a custom team of cross-functional advisors tailored to your situation.
Based on your needs, we build a fractional executive team tailored to your business. Think CFO, CMO, COO-level talent—all collaborating, but without the full-time cost.
As your business evolves, so do we. Your i3 team remains actively engaged—refining strategy, adapting to changes, and ensuring your company is built to grow and endure.
We start by understanding your unique challenges, goals, and current operations. From financials to marketing to team structure—we uncover where you're stuck and where there's opportunity.
Your i3 team works in sync to implement smart systems, drive tax efficiencies, scale operations, and clarify marketing. We don’t just consult—we help you execute.
We start by understanding your unique challenges, goals, and current operations. From financials to marketing to team structure—we uncover where you're stuck and where there's opportunity.
Based on your needs, we build a fractional executive team tailored to your business. Think CFO, CMO, COO-level talent—all collaborating, but without the full-time cost.
Your i3 team works in sync to implement smart systems, drive tax efficiencies, scale operations, and clarify marketing. We don’t just consult—we help you execute.
As your business evolves, so do we. Your i3 team remains actively engaged—refining strategy, adapting to changes, and ensuring your company is built to grow and endure.
DREAM – 10Q (10 questions) OI (“Owner-Investor”) Business Scorecard – Tell us Your Story – Clarify Your Vision
ESTABLISH BASELINE – Business Valuation Today – Strengths & Opportunities of Overall Business.
CONSIDER INPUT – Seek input from external and internal resources
STRATEGIC PLAN – Develop & Draft Your Strategic Plan – Seek Feedback – Finalize Strategic Plan
EXECUTE YOUR STRATEGIC PLAN – Implement, Monitor, Measure & Adapt
Let’s build your future—together.
