Reclaim Your Capital and Create Owner Independence

RTB Capital Group is a strategic advisory firm that helps privately held business owners simplify complexity, reclaim capital from tax inefficiencies, and build lasting independence.

The rtb standard

How We Work

Our work is built on partnership, clarity, and disciplined follow-through.

Simple

We reduce complexity into clear priorities and defined next steps so progress feels structured, not overwhelming.

Collaborative

We work in partnership with you, your CPA, and your team to ensure strategy is coordinated and shared — not carried alone.

Aligned

We ensure tax strategy, operational structure, and long-term goals support one another — creating momentum instead of friction.

where owners get stuck

The Problem

Success should create freedom, not friction. Many owners generate strong revenue… yet feel constrained.

Capital trapped in tax inefficiencies

Strategies recommended but never implemented

Operational complexity slowing decisions

Owners carrying too much responsibility

Growth alone does not create independence.
Clarity and implementation do.

where standards align

Who Is This For?

RTB Capital Group works with privately held, U.S.-based businesses generating $500K–$25M in revenue. We serve founders and owner-led organizations who value clarity, integrity, and value long-term thinking.

Owner-Operated Businesses

Family-Owned / Multi-Generational Businesses

Professional Services Firms

Specialized Service Businesses

Creative & Brand-Driven Businesses

Health, Wellness & Human-Centered Businesses

The rtb approach

what we do

RTB Capital Group works alongside business owners to reclaim trapped capital and build owner independence through disciplined strategy and guided implementation.

Reclaim Capital

Tax Stratety & Capital Efficiency

When tax planning is reactive or partially implemented, capital quietly leaves the business.

Capital Reclaim Advisory focuses specifically on identifying tax inefficiencies, aligning strategy with your long-term goals, and guiding disciplined implementation alongside your CPA and specialists.

This is about restoring capital that should be working for you.

Create Owner Independence

Operational Structure & Realignment

As businesses grow, responsibility often concentrates around the owner — increasing pressure instead of freedom.

Owner Independence Advisory focuses on strengthening systems, clarifying roles, and redistributing decision-making so the business can operate with steadiness and reduced dependency on you.

This is about restoring space and structure.

the rtb method

built To Bring Value

Our work is relationship-driven and intentionally focused. We serve a limited number of clients each year to ensure depth, accountability, and thoughtful execution.

Step 1:

Assess

We evaluate your current tax strategy and operational structure to identify inefficiencies, misalignment, and areas where the business is overly dependent on you.

Step 2:

Align

We prioritize strategies that improve capital efficiency and strengthen owner independence, ensuring they support your long-term goals.

Step 3:

Implement

We guide disciplined execution in collaboration with your CPA, specialists, and team, translating strategy into measurable progress.

Step 3:

Sustain

We maintain accountability and refine both tax positioning and operational structure as your business evolves.

built with intention

Who is RTB?

RTB Capital Group is a strategic advisory firm that helps privately held business owners simplify complexity, reclaim capital from tax inefficiencies, and build lasting independence as owners of their business. We partner with founders, family business owners, and entrepreneurs who value clarity, long-term thinking, and disciplined execution.

We are not a tax preparation service—we work collaboratively with your CPA and specialists to align strategy with action and meaningful progress. Focused by design, we serve a select group of clients each year to ensure depth, accountability, and thoughtful implementation.

Reflections, Unrushed

When Responsibility Quietly Concentrates

A reflection on how responsibility quietly accumulates in growing businesses—and what changes when it’s shared more intentionally.

Amanda Bar, Founder & Strategic Capital Advisor

EA (Enrolled Agent), CEPA (Certified Exit Planning Advisor), and Financial Services Professional

our mission

A Note From the Founder

Our mission is to help business owners reclaim capital lost to tax inefficiencies and build lasting owner independence—one business at a time. We have set a long-term aim of reclaiming $100 million in capital (including tax inefficiencies) as a reflection of the standard we believe owners deserve.

This is not a guarantee, but a commitment to disciplined strategy, thoughtful implementation, and meaningful impact for the businesses we serve and their families.

We believe proactive planning, disciplined implementation, and collaborative partnerships can meaningfully improve financial positioning while remaining fully aligned with IRS guidelines and professional standards.

RTB Capital Group is a strategic advisory firm that helps privately held business owners simplify complexity, reclaim capital from tax inefficiencies, and build lasting independence.

© 2026 RTB Capital Group, LLC - All Rights Reserved.

RTB Capital Group does not prepare or file tax returns. We provide strategic advisory and implementation support in collaboration with your existing tax professionals. All strategies are subject to eligibility, compliance review, and IRS guidelines. Results vary and are not guaranteed.

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