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Strategic Financial Advisory

Strategic Financial Leadership for Small Businesses

Overview

As small business owners ourselves, we at Fortis Business Advisors understand the unique challenges entrepreneurs face. From inception to growth and maturation, the day-to-day demands of running a business often force reactive decision-making, potentially sacrificing long-term success for short-term gains. This is where our Fractional CFO services step in, offering the strategic financial leadership small businesses need to ensure long-term viability and sustainable growth.

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Our Fractional CFO services provide cost-effective, high-level financial expertise tailored to the specific needs of our clients and their businesses. Whether navigating periods of growth, seeking funding, or optimizing operations and assets, we offer flexible and scalable support that adapts as the business evolves. Our experienced professionals bring diverse industry knowledge and practical insights, offering fresh perspectives and proven strategies to address unique challenges.

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We focus on key areas crucial for small business success, including strategic financial planning and forecasting, enhanced cash flow management, improved financial reporting and accuracy, cost optimization and budgeting, asset and inventory optimization, valuation, and risk assessment and mitigation. By addressing these critical areas, we help small businesses build a strong financial foundation for both immediate stability and future growth.

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What sets Fortis apart is our firsthand experience as small business owners. This perspective ensures that our strategies are not only actionable but also aligned with the realities of running a small business. We work alongside our clients to develop tools, processes, and strategies that drive key operational metrics, improve organizational adoption, and support revenue growth while maintaining robust cash management.

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Our goal is to empower our clients with the financial insights and strategic direction needed to make informed decisions with confidence.

Focal Points

Strategic financial planning and forecasting

Cash flow optimization and management

Cost reduction and efficiency enhancement strategies

Financial risk assessment and mitigation

Comprehensive tool development, KPI, and dashboard cultivation

Gameplan and timeline development

Organizational adoption and task management

Asset optimization and management

Funding and capital raising support

Financial reporting and analysis

Budgeting and variance analysis

Financial systems implementation and optimizaiton

Merger and Acquisition due diligence

Investor and Stakeholder relations management

Business Valuation monitoring

Working Capital management

Financial training for business owners

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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