Our comprehensive M&A and Transaction Advisory services are tailored to small businesses and their unique challenges. Using a holistic approach, we aim to optimize transactions for both sellers and buyers, ensuring maximum value creation and risk mitigation throughout the entire process.
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From initial strategy assessment to post-transaction integration, our experienced team provides hands-on guidance at every stage. We conduct rigorous business and operational due diligence, offering a to-to-bottom analysis that identifies challenges and opportunities. This includes developing cash flow forecasts, analyzing financial statements, and optimizing working capital and crucial assets.
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When representing sellers, we focus on enhancing business value before the sale process begins. We identify key value drivers, address points of distress, and optimize assets to make the business more attractive to potential buyers. Our goal is to streamline the sale cycle and maximize the return.
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When representing buyers, we understand that only 1 in 15 prospective small business buyers complete a transaction. We mitigate risks by providing flawless due diligence, accurate valuations, and effective integration strategies. Our expertise ensures our clients are well-equipped to ask the right questions and make informed decisions.
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Whether selling a business or looking to acquire, our deep business ownership experience and market knowledge position us to create lasting value. We navigate complex financial landscapes, align opportunities with skillsets, and ensure a seamless transition through the entire M&A process.
Focal Points
Comprehensive Due Diligence review
Quality of Earnings analysis
Valuation and marketable pricing analysis
Financial and Performance analysis
Risk mitigation strategies
3-statement Modeling
Working Capital Analysis
13-Week Cash Flow forecasting
Inventory & Asset Optimization
Prepare and/or validate business plans and projections
Identify and document expansion opportunities
Assistance with obtaining financing
Serve as financial liaison with lenders, P/E sponsors, or other interested parties
Prepare and coordinate presentations
Assist with post-purchase integration and management training
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.
Understanding the true value of a business is crucial for strategic decisions. At Fortis Business Advisors, we provide comprehensive and objective valuations that go beyond just numbers. Our approach recognizes that no two valuations are alike, and the perceived value can vary significantly depending on the perspective.
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We conduct a thorough analysis of the business, examining managerial, operational, financial, and asset functions. Our valuation process employs three primary methodologies - Asset, Income, and Market approaches - and tests each against current market dynamics and optimal capital structures. We don't just analyze past performance; we also model future financial projections to evaluate potential risks and opportunities.
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Trust is paramount in business transactions, which is why we prioritize accuracy and transparency. Our goal is to provide stakeholders with critical information to rationalize a valuation, whether to justify a transaction or step away from an opportunity. For sellers we ensurethe business and sale price are marketable and financially viable. For buyers, we offer independent verification of the asking price, building confidence and trust.
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At Fortis Business Advisors, we deliver more than just a valuation - we provide the economic and financial intelligence needed to make informed decisions about a business's value. Our insights help position a company for longer-term sustainability and enhanced value, guiding ownership and management towards decisions that will withstand scrutiny and set the stage for future success.
Focal Points
Valuation assessment and validation
Valuation due diligence
Financial model review
Pricing analysis
3rd-party Inventory and Asset assessment
Fairness opinions
Inter-family ownership transition planning
Shareholder buyouts and disputes
Mergers and acquisitions (M&A) Valuation
Business exit strategy planning
Litigation support for valuation disputes