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Overview
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Capital Advisory

Develop strategic business plans and determine optimal capital structures while driving growth and financial performance.

Overview
How We Help

At Fortis Business Advisors, we offer comprehensive Capital Advisory services that combine expert business planning with effective capital allocation to maximize financial performance and drive strategic growth. Our approach focuses on creating a dynamic business plan that serves as a roadmap for success while optimizing capital structure efficiency.

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We begin by developing a detailed business plan tailored to your company's unique objectives and market position. This plan includes in-depth market analysis, operational strategies, and financial projections, which are crucial for attracting investors and guiding your company's growth trajectory.

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Simultaneously, we evaluate your current capital structure and financial position to identify efficiencies and maximize returns on invested capital. Our team works to optimize your capital mix, balancing short-term debt, long-term debt, and equity to minimize costs while ensuring flexibility to fund strategic initiatives and respond to market opportunities.

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For businesses seeking funding, we provide expert guidance through the loan process, from document preparation to lender introductions. Whether you are a startup, pursuing an acquisition, or refinancing existing debt, we help streamline the process, allowing you to focus on your core business activities.

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Our Capital Advisory services also address cash flow management, a critical aspect of business success. By implementing effective capital efficiency strategies, we help ensure your business maintains adequate cash reserves while generating positive returns on invested capital.

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Through our comprehensive approach, we aim to position your business for sustainable growth, improved financial performance, and long-term success in a competitive marketplace.

Focal Points

Financial Modeling

Cash Requirement Analysis

Capital Structure Optimization

Acquisition Cost Requirements

Business Plan Development & Validation

Risk Management and Sensitivity Analysis

Exit Strategy Planning

Market Intelligence and Research

Capital Efficiency Strategies

Access to a network of lenders, including, but not limited to: SBA, C&I, ABL, Factoring, Inventory, Equipment, Real Estate

How We Help

COMPLEMENTARY INTEGRATED SOLUTIONS

A comprehensive range of strategic services specifically designed for small businesses tailored to enhance our Turnaround Management solutions and ensure optimal results.

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