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Business Health & Growth

Building strong financial foundations and preparing businesses for growth, funding, or transition.

At Fortis, we help small businesses strengthen their financial footing, prepare for capital raises, and position themselves for future transitions. Whether planning for an expansion, securing investment, or getting exit-ready, our expertise guides our clients through every step.

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Financial Strategy 

& Advisory

Financial planning, budgeting, forecasting, and business performance support.

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Capital Strategy &

Funding Readiness

Preparing businesses to raise capital or secure financing - debt or equity.

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Business Valuation

& Deal Support

Valuations for exit, succession, M&A, or equity transactions, plus hands-on deal support.

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FEATURED SUCCESS

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Valuation & Transaction Advisory

Trucking & Logistics:

Trucking Company

After a successful turnaround and operation stabilization, businesses are better positioned and more attractive for outside investment when an accurate valuation model is presented.​

Our Solution
Construction Worker

Capital Advisory

Construction and Mitigation: Champion Construction

From a comprehensive Analysis, an investment attractive Business Plan that shows immediate improvement to Cash Flow can lead to a new lender relationship and refinanced debt in a new capital structure.

Our Solution
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Turnaround & Restructuring

Manufacturer & Distributor:

Consumer Products

Through a 4-Phase turnaround approach - Analyze-Stabilize-Optimize-Maximize - a strategic plan can be developed that leads to viable performance improvements and a troubled credit exit.

Our Solution

Chief Financial

Officer

Having performed their analysis, it was evident that we had deeper issues. Fortis developed a go-forward plan to point us in the right direction.​

FEATURED INSIGHTS

FEATURED INSIGHTS

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Understanding the Risks and Alternatives to MCAs

In this edition of The Small Business Show, Jim Fitzpatrick and Ben Nicholson delve into the ins and outs of Merchant Cash Advances (MCAs).

Ben Nicholson

Ben T. Nicholson

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Merchant Cash Advance H-E-Double Hockeysticks

An immediate cash solution for small businesses that can lead to deeper distress.
 

Ben Nicholson

Ben T. Nicholson

Ready to grow with Confidence?

Let's build a custom financial strategy that supports your goals, unlocks opportunities, and prepares your business for what's next.

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