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Strategic Financial Advisory

Financial Leadership for Small Businesses

Overview

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

Strategic Financial Planning & Forecasting

Gameplan & Timeline Development

Business Valuation Monitoring

Merger & Acquisition Due Diligence

Cash Flow & Capital Managment

Cash Flow Optimization & Management

Working Capital Management

Funding & Capital Raising Support

Asset Optimizaton & Management

Financial Reporting & Systems

Financial Reporting & Analysis

Budgeting & Variance Analysis

KPI & Dashboard Development

Financial Systems Optimization

Operations & Stakeholder Support

Cost Reduction & Efficiency Enhancement

Organzation Adoption & Task Management

Investor & Stakeholder Relations 

Financial & Operations Training

HOW WE HELP

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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.

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Asset and Inventory Maximization

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

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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.

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Cost Intelligence & Efficiency Enhancement

Streamline operations and optimize budgets to uncover hidden savings, improving profitability without compromising quality or growth.

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Owner-Centric Financial Training

Hands-on training to strengthen financial acumen - from KPI dashboards to merger due diligence - tailored to entrepreneur realities.

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.

Success & Insights

FEATURED SUCCESS

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Strategic Financial Advisory

Manufacturer & Distributor:

Formetal

When Cash Flow Management Tools specifically designed for a business are implemented and adopted, management and their financial institution gain an accurate insight into the operation.

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Strategic Financial Advisory

Manufacturer & Distributor:

Fintronx Lighting Equipment

A comprehensive business and viability analysis will pinpoint where losses are being incurred and where opportunities exist to ensure management is making strategic decisions based on accurate data.

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Strategic Financial Advisory

Restaurant & Catering:

Gusto Italian Restaurant

A pre-transaction analysis with a funding or turnaround plan for healthy or distressed businesses will help unlock value and ensure that both parties are arriving at an agreeable price for the business.

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.​

FEATURED INSIGHTS

FEATURED INSIGHTS

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

Ben T. Nicholson
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