IMC Financial Consulting

What IMC Financial Consulting does

IMC Financial Consulting LLC, operating under the DBA "Planning By IMC," is a privately held financial consulting firm headquartered at 418 19th St Ensley, Birmingham, AL. The firm delivers professional financial advisory services across a diverse client base that spans individuals and households, small and medium-sized business owners, municipalities, corporations and organizations, K-12 schools, colleges and universities, and professional athletes. Its core methodology is the proprietary IMC PLΔNNING™ process, a three-phase framework comprising EXPOSURE (assessment and goal identification), EDUCATION (financial literacy and knowledge building), and EXECUTION (implementation and accountability), which underpins all client engagements.

The firm's product surface is service-based rather than software-based and consists of several specialized curricula and consulting engagements: strategic planning and CFO-level financial consulting for SMBs, municipal financial advisory services, a sports-specific financial literacy curriculum for colleges/universities and professional athletes, the Financial Freedom Project for K-12 schools (in partnership with the City of Birmingham and Birmingham City Schools), and the F.L.E.E. (Financial Literacy, Entrepreneurship, and Education) recidivism program delivered with The Dannon Project. Notable organizational differentiators include that 75% of the team are former athletes, providing domain credibility in athlete-focused engagements.

IMC generates revenue through professional services fees across its segmented client base, distributed via consultative direct sales (enterprise/municipal), inside sales for SMB and individual clients, and channel partnerships with educational institutions and municipal governments. The firm operates within the United States with stated presence in the Southeast and nationally for municipal and collegiate sports programs. No external investment, parent company, or funding rounds are disclosed.

Name

IMC Financial Consulting

Legal name

IMC financial consulting llc

Website

https://planningimc.com

Company type

Private

Operating status

Operating

Headcount range

1–10 employees

Short description

IMC Financial Consulting is a Birmingham, Alabama-based financial advisory firm that delivers CFO-level consulting, municipal financial empowerment assessments, and specialized financial literacy curricula to individuals, SMBs, municipalities, schools, universities, and professional athletes via its proprietary IMC PLΔNNING™ process.

Ownership category

akta.pro rank

Product category

Financial Advisory Services

NAICS

Management Consulting Services (54161)

SIC

Services-Management Consulting Services (8742)

akta.pro primary industry

Financial Management & Performance Improvement Consulting (BPAHACAF)

akta.pro secondary industries

Fee-Based Advisory (FSAEAAAM), Corporate Finance & Capital Advisory (BPAHADAB)

Keywords

• Financial consulting services
• Financial literacy curriculum
• Strategic financial planning
• CFO advisory services
• Municipal financial advisory

Headquarters

HQ city

Birmingham

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B and B2C

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Others

Revenue model

1. Financial Consulting Services: Revenue generated from providing strategic financial consulting, CFO-level advisory services, and personalized strategic planning to individuals, business owners, municipalities, corporations, and organizations.

Go-to-market motion1 record

Distribution channels3 records

Core offering

IMC Financial Consulting provides financial consulting services to individuals, business owners, municipalities, corporations, K-12 schools, colleges and universities, and professional athletes. The firm's core delivery framework is the proprietary IMC PLΔNNING™ Process (EXPOSURE, EDUCATION, EXECUTION), applied through service lines including strategic planning and CFO-level financial consulting, municipal financial advisory, and a series of specialized financial literacy curricula for athletes, schools, and recidivism reduction.

Product overview

IMC Financial Consulting operates as a financial solutions firm offering consulting services across multiple segments rather than a traditional software product company. The core offering is the IMC PLΔNNING™ PROCESS—a three-phase methodology (EXPOSURE, EDUCATION, EXECUTION) that serves as the foundation for all engagements. This methodology is delivered through various service lines: strategic planning and CFO-level consulting for business owners, municipal financial advisory services, and financial literacy curriculum programs. The company also delivers specialized sub-products including the F.L.E.E. Recidivism Program (in partnership with The Dannon Project), the Financial Freedom Project for Birmingham City Schools (in partnership with the City of Birmingham), sports-specific financial literacy curriculum for colleges and universities, and dedicated services for professional athletes. The company primarily provides human-delivered consulting and educational services rather than technology products.

Differentiator

Problem solved

Functional benefit

Brands

• IMC PLΔNNING™: The company's proprietary financial planning process encompassing Exposure, Education, and Execution phases.

Products and services

• IMC PLΔNNING™ Process Three-phase proprietary financial planning methodology consisting of EXPOSURE (assessment and goal identification), EDUCATION (financial literacy and knowledge building), and EXECUTION (implementation and accountability). It serves as the framework for all consulting engagements across individuals, business owners, municipalities, corporations, schools, athletes, and related audiences.
• Strategic Planning & CFO-Level Financial Consulting Strategic and comprehensive financial consulting service for small and medium-sized business owners, providing personalized strategic plans and CFO-level financial guidance to manage and grow their businesses.
• Municipal Financial Advisory Services Financial empowerment assessment and ongoing advisory service for municipalities, delivering community-sourced insight, innovation, and executable advice with tangible, trackable results for local economies.
• Financial Literacy Curriculum Comprehensive financial education curriculum built by IMC to develop financial knowledge and literacy skills across diverse populations, from elementary students to professional athletes.
• Financial Freedom Project K-12 financial literacy initiative for Birmingham City Schools, delivered in partnership with the City of Birmingham, which educates, empowers, and equips students with key financial concepts and delivers wrap-around services for faculty, staff, parents, and caretakers.
• Sports-Specific Financial Literacy Curriculum Sport-specific financial literacy curriculum designed with language, skills, and concepts aligned to athletes and their sport, including related programming for athletes' families, delivered to colleges and universities throughout the country.
• F.L.E.E. Recidivism Program Interactive program on Financial Literacy, Entrepreneurship, and Education delivered with The Dannon Project, designed to reduce recidivism rates in Alabama and recognized nationally for its effectiveness.
• Professional Athlete Financial Services Comprehensive financial guidance for professional athletes, including business development support, entrepreneurial venture planning, and active coordination with athletes' CPAs, attorneys, and financial advisors to deliver a holistic advisory effort.

Quantifiable outcome

• 70% of city-wide financial empowerment recommendations now being executed
• +1 more outcomes

Named customers2 records

Segments8 records

Ideal customer profiles7 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature4 records

Partnerships

Three partnerships are on record, tiered core.

• City of BirminghamcoreStrategic or Co-development PartnerStrategic partnership to conduct the first financial empowerment city-wide assessment in Birmingham's history. The 41-page document yielded recommendations with 70% of needs outlined by city leaders now being executed. Partnership extends to broader municipal financial advisory services.
• Birmingham City SchoolscoreStrategic or Co-development PartnerPartnership to establish the Financial Freedom Project - a one-of-a-kind K-12 Financial Literacy initiative that educates, empowers, and equips students with key financial concepts while deploying wrap-around services for the community including faculty, staff, parents and caretakers.
• The Dannon ProjectcoreStrategic or Co-development PartnerCollaboration to deliver the F.L.E.E. (Financial Literacy, Entrepreneurship, and Education) interactive program that has significantly reduced recidivism rates in Alabama. IMC provides curriculum while The Dannon Project provides program participants and operational support.

Scale indicators4 records

Recent moves6 records

Expansion highlights5 records

Direct peers

• Junior Achievement USA: Junior Achievement delivers financial literacy, work-readiness, and entrepreneurship programs to K-12 students nationally. Like IMC's Financial Freedom Project and F.L.E.E. programs, JA combines curriculum with wrap-around community and educator engagement, making it a directly comparable financial education provider.
• Next Gen Personal Finance: NGPF provides free personal finance curriculum and educator support to K-12 schools across the US, directly comparable to IMC's Financial Freedom Project and broader financial literacy curriculum work with Birmingham City Schools. Both deliver standardized personal finance content to schools and districts.
• B2B CFO Partners: B2B CFO Partners provides fractional and outsourced CFO-level financial consulting to small and medium-sized businesses, closely matching IMC's SMB segment offering of CFO-level strategic planning and business financial consulting. Both firms sell strategic financial leadership to companies that cannot afford a full-time CFO.
• PFM Group (Public Financial Management): PFM is one of the largest independent providers of financial advisory services to state and local governments in the US, directly comparable to IMC's municipal financial empowerment assessment and advisory service for the City of Birmingham. Both serve municipalities with financial advisory, planning, and strategy engagements.

Broad incumbents

• Edelman Financial Engines: Edelman Financial Engines is a large established financial planning and advisory firm serving individuals and corporate employees. IMC's individual financial planning and corporate financial literacy offerings overlap with Edelman Financial Engines' employer-sponsored advisory model, though at far smaller scale.
• Ramsey Solutions: Ramsey Solutions is a large incumbent provider of personal finance content, courses (Financial Peace University), and curriculum for individuals, schools, and businesses. IMC competes with it in the personal financial literacy and education space, but Ramsey operates at much greater scale across multiple channels.
• Creative Planning: Creative Planning is a large registered investment advisor offering comprehensive financial planning, wealth management, and advisory services to individuals and business owners. IMC's individual/household and SMB financial consulting segments overlap with Creative Planning's broader financial planning practice, though IMC does not manage assets.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Customer concentration

• Facebookfacebook.com/IMCFinancialConsulting

Revenue estimate

Valuation estimate

Number of profiles

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about IMC Financial Consulting