GenerationalTBS helps business owners and real estate investors keep more of what they earn, reduce costs, grow wealth, and plan for long-term legacy. Their model combines strategic consultation with connections to vetted experts across tax planning, private investments, business succession, lending, employee benefits, accounting, payroll, merchant services, and legacy planning. Founder Bryan Powers brings more than 25 years of entrepreneurial, real estate, and business exit experience, making GenerationalTBS a strong fit for owners and investors who need practical strategy and trusted connections around the full financial picture.
Inland Capital helps disciplined investors evaluate real estate opportunities through a practical, risk-aware process. Their approach emphasizes integrity, transparency, underwriting discipline, sponsor alignment, investor communication, and a clear view of both upside potential and downside risk. Through SBS, Inland Capital is a strong fit for investors who want thoughtful real estate investment access backed by practical diligence, operational insight, and clear communication.
Capitol Edge Strategies helps business owners evaluate and coordinate practical solutions across tax-reduction strategy, commercial lending, capital gains planning, buy-sell agreement review, employee benefits, health and wellness tools, bookkeeping, class action recovery, and business support services. Their model is built around customized solutions and trusted provider relationships, making them a strong fit for owners who want help identifying opportunities, reducing costs, accessing capital, and strengthening the financial side of the business.
WayRoll HR helps small and midsize businesses manage payroll, human resources, benefits, and employee administration through a combination of integrated technology and personalized support.
Its team works as an extension of the business, helping reduce administrative demands, improve HR processes, support compliance, and create a better employee experience. Services can be tailored to provide targeted assistance or more comprehensive HR support.
Key capabilities include:
WayRoll HR is a strong fit for growing companies that need more support than payroll software alone but are not ready to build a complete internal HR department.
Align Tax Consulting helps business owners, real estate investors, and high-income taxpayers identify specialty tax opportunities beyond traditional tax preparation. Their services include cost segregation, fixed asset consulting, R&D tax credits, utility sales tax exemptions, 179D energy efficiency studies, 45L studies, and international tax planning. Align is a strong fit for clients acquiring or improving real estate, operating manufacturing or production businesses, investing in STRs, or looking for proactive tax strategies that improve cash flow and reduce tax liability.
ConverSight provides AI-powered decision intelligence for companies that need better visibility across supply chain, inventory, sales, finance, procurement, and operations. Their platform connects business data, automates reporting, supports forecasting, and uses Athena, their AI employee, to help teams ask questions, uncover insights, and act faster. Through SBS, ConverSight is a strong fit for manufacturers, distributors, inventory-heavy businesses, and leadership teams looking to use AI in a practical, measurable way.
Deel is a San Francisco-based payroll and human resources company founded in 2019 that provides hiring, payments, and workforce management services for companies engaging international employees and contractors. The platform enables businesses to hire globally in minutes, automating payroll, compliance, HR, and more across over 150 countries. Deel offers features such as payroll and benefits management, compliance assurance, and a comprehensive HR platform to manage global teams. Trusted by over 35,000 companies, Deel streamlines international hiring and ensures compliance with local laws, allowing businesses to focus on growth without the complexities of global workforce management.
Through a strategic partnership, we can extend our services to include fractional Chief Financial Officer (CFO) offerings. This collaboration allows clients to access high-level financial expertise on a part-time basis, providing services such as comprehensive financial support, accounting, tax solutions, and strategic financial leadership. By integrating these fractional CFO services, clients benefit from tailored financial strategies designed to optimize growth and operational efficiency without the commitment of a full-time executive.
Legacy Leadership Group, based in the Ozarks, is dedicated to developing and empowering leaders through personalized coaching, team training, and tailored programs. Founded by Tyler Long, a certified John Maxwell Leadership Team coach, the organization offers services such as executive coaching, team training, communication development, culture optimization, and new leader certification. By alleviating the burden of leadership development, Legacy Leadership Group enables business leaders to focus on their core responsibilities while fostering growth within their teams.
Chloe is an AI sales teammate that helps businesses respond to leads faster and convert more opportunities into qualified meetings. Built directly into Close CRM, Chloe calls inbound leads within seconds, conducts qualifying conversations, answers common questions, books meetings, and records the interaction in the CRM.
Chloe can also reengage older leads and uncover opportunities that may otherwise be overlooked. This allows sales representatives to spend less time chasing and qualifying prospects and more time closing the right deals.
Key benefits:
Chloe is a strong fit for businesses using Close that want consistent lead follow-up without adding more manual calling responsibilities to their sales team.
Gusto is a cloud-based payroll and HR platform designed to help small and growing businesses manage their teams more efficiently. The platform brings payroll, tax filings, employee onboarding, benefits, time tracking, and essential HR tools together in one place.
Gusto automates many of the administrative responsibilities that consume an owner’s time. Businesses can run payroll, pay employees and contractors, calculate and file payroll taxes, manage employee records, and coordinate benefits through a centralized platform.
Key capabilities include:
Gusto is a strong fit for small businesses that want a user-friendly, software-based solution and prefer to manage routine payroll and HR responsibilities through one integrated platform. Companies seeking more hands-on, personalized HR administration may be better served by WayRoll HR.
LearnWorlds is an AI-powered learning management system (LMS) designed to help course creators develop, market, and sell online courses. It offers over 50 customizable, industry-specific site templates for quick website launches and supports various content formats, including interactive videos, eBooks, and assessments. The platform provides tools for creating engaging courses, such as diverse question types, SCORM compliance, and branded certificates. Additionally, LearnWorlds includes marketing features like dynamic landing pages, email funnels, and affiliate management to grow audiences and increase sales. It integrates with numerous tools across financial, automation, growth, analysis, customer service, email marketing, live sessions, video, affiliates, and digital credentials categories, allowing users to connect all aspects of their online business seamlessly
Third-party services are provided by independent companies. SBS does not provide legal, tax, investment, lending, insurance, payroll, or other regulated professional advice and does not guarantee eligibility, approval, pricing, performance, or results. Businesses should evaluate each provider and consult their own qualified advisors before acting. Some links on this page are affiliate or referral links. SBS may receive compensation if a visitor enrolls or purchases through one of these links. This does not affect the price paid.