
Strategic Financial Advisory
Financial Leadership for Small Businesses
As small business owners, 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 Strategic Financial Advisory services step in, offering the strategic financial leadership small businesses need to ensure long-term viability and sustainable growth.
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Our Financial Advisory 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.
Key Areas of Expertise
Providing actionable financial leadership and tools to empower small businesses to stability, growth, and confident decision-making.
Strategic Planning & Analysis
Cash Flow & Capital Managment
Financial Reporting & Systems
Operations & Stakeholder Support
HOW WE HELP

Strategic Financial Roadmapping
Strategic financial services to provide cost-effective, high-level financial expertise empowering small businesses to make informed decisions and achieve sustainable growth.

Asset and Inventory Maximization
Unlock trapped capital in underutilized assets with our proprietary optimization frameworks and monetization strategies.

Cash Flow
Optimization
Transform cash management with real-time monitoring, working capital strategies, and 13-week forecasting to stabilize and scale.​
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Funding & Investor Readiness
Prepare for both debt and equity capital raises with comprehensive financials, valuation support, and stakeholder communication strategies.

Cost Intelligence & Efficiency Enhancement
Streamline operations and optimize budgets to uncover hidden savings, improving profitability without compromising quality or growth.

Owner-Centric Financial Training
Hands-on training to strengthen financial acumen - from KPI dashboards to merger due diligence - tailored to entrepreneur realities.
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.
FEATURED SUCCESS
Commercial Finance Lender
As a preferred partner, Fortis Business Advisors and their team helped to turn a tough situation around for one of our transportation clients.
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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.​