Legal, Financial & Advisory Firms
Execution Support for Firms Navigating Small Business Transition, Distress & Recovery
Legal, financial, and strategic advisors are often at the center of complex small business matters, guiding clients through distress, transition, litigation, and restructuring. But when circumstances call for operational engagement, liquidation support, or hands-on fiduciary presence, trusted execution partners become critical.
​
Fortis Business Advisors works alongside attorneys, CPAs, turnaround professionals, liquidators, auctioneers, and other professional advisory firms to provide small business clients with clear, actionable solutions, particularly when the matter involves operational distress, strategic wind-down, debt restructuring, or court-supervised proceedings. Our role is to support core counsel and advisory functions through specialized execution capabilities tailored to businesses with under $20 million in revenue.
​
We serve as a practical resource in bankruptcy cases, including Subchapter V, where we can be appointed as Chief Restructuring Officer (CRO) or engaged pre-filing to assess viability, develop operational strategies, and support debtor compliance. Our workout capabilities include borrower stress-testing, 13-week cash flow modeling, inventory and margin diagnostics, and stakeholder communication planning - tools designed to clarify options and preserve value in lender-driven or creditor-sensitive scenarios.
​
Fortis also assists in Assignments for the Benefit of Creditors (ABCs), asset monetization, buyer preparation, and small business M&A clean-up. For advisors representing business owners, lenders, buyers, or creditor committees, we offer ground-level clarity, structured planning, and case-specific support.
​
Our team brings cross-disciplinary experience in bankruptcy, turnaround, liquidation, valuation, and strategic sale preparation. We operate with discretion, speed, and professional rigor, helping advisors deliver stronger outcomes, with fewer unknowns, in case-sensitive situations.
WHAT FORTIS PROVIDES
Execution-focused support that complements legal, financial, and strategic advisory roles, especially in distressed, transitional, or small business special situations.
​
Fortis works alongside attorneys, CPAs, and trusted advisors to stabilize distressed businesses, prepare for restructuring, manage wind-downs, and support fiduciary or court-driven proceedings. Our services are tailored to businesses generating up to $20 million in revenue, where stakes are high but resources are limited, and where execution, not just advice, is required.
​
Whether brought in before filing, during litigation, or through an advisory referral, Fortis provides hands-on analysis and operational capacity that enhances our partners' roles, improves client outcomes, and protects stakeholder interests.
Advisor-Aligned Solutions
WHEN WE HELP
Advisors are often the first to spot distress, but not every client challenge can be resolved with guidance alone. Fortis steps in when execution is required: to stabilize operations, maximize recoveries, or bring clarity to situations headed for court, closure, or complexity.
Pre-Filing Strategy or Subchapter V Planning
When bankruptcy is imminent, Fortis provides CRO-level support, viability assessment, and creditor-aligned planning to meet court and client needs.
Unworkable Debt or Lender Pressure
When clients face lender disengagement or unworkable debt, Fortis delivers restructuring plans and cash flow modeling to preserve value and time.
Disorganized Financials or Operational Blind Spots
Clients with messy records, unreliable reporting, or unclear cost structure require fast diagnostics to inform turnaround, sale, or wind-down decisions.
Transaction Risks or
Sell-Side Challenges
For owners preparing for sale with operational flaws or incomplete records, Fortis prepares the business for buyer due diligence and deal success.
Receivership or ABC Support
Advisors involved in fiduciary processes need a trusted execution partner for inventory valuation, asset recovery, and stakeholder alignment.
Client Needs Exceed Advisor Capacity
When the case is too messy, too urgent, or simply too small for large-scale restructuring firms, Fortis delivers institutional-level support.
Why Fortis Business Advisors
Trusted by legal, financial, and advisory professionals, Fortis provides disciplined, execution-ready support in small business engagements where complexity, risk, and urgency intersect.
COMPLEMENTARY INTEGRATED SOLUTIONS
An integrated set of services that support legal, financial, and strategic advisors in navigating distress, transition, sale, or court-supervised resolution.
FEATURED SUCCESS
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.​
INDUSTRY INSIGHT
As Merchant Cash Advance (MCA) agreements face legal reclassification in bankruptcy court, lenders, advisors, and small business owners alike may be standing on shakier ground than they realize.
Co-authored with S. Gregory Hays of Hays Financial Consulting and featured in the Journal of Corporate Renewal. When reality is faced in a timely manner, small-chain retailers have options to ensure maximum recovery during liquidation.