Access to cash is the lifeblood of a small business. When managed prudently, it leads to options - options on starting a business, options on where to invest for growth or options on ensuring survival during troughs in the business lifecycle.

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Different types of lending opportunities are available in the marketplace, each serving a different purpose in helping borrowers. Determining the right lending option and capital structure, along with a business plan tailor-made to secure the lending facility, can make all of the difference.

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Services

Diagnostic Business Analysis

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Strategic and Comprehensive Business Planning and Modeling for New Lender and Credit Facility

Profit and Process Engineering

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Asset Efficiency and Turnover Analysis

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Working Capital Analysis, Usage and Projections

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Optimal Capital Structure Development with Amortization Scheduling

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Borrowing Base Development and Projection

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Identification of Optimal Working Capital Lending Facility: Invoice Factoring, Receivables Finance, Inventory Finance, Equipment Finance, Real Estate Finance

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Identification of Optimal Business Banking, Cash Flow or SBA Facility

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Assistance in lender transitioning and meeting new lender              requirements

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New Lender/Investor Cultivation and Presentation to Ensure the Optimal Capital Structure and Loan Closing

Plan Implementation with Timely Updates and Strategic Enhancements

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Represent Small Businesses Directly or through Assistance with Lenders and Advisors 

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Strategy

It is not uncommon for small business owners who are masters at their craft to get stalled when it comes to understanding the dynamics of working with financial institutions and ensuring that what is being presented to raise capital is attractive to lenders or investors. Moreover, having an understanding of lender and investor expectations during a presentation can present a learning curve that can delay raising capital and take away from running the business.

With Fortis Business Advisors we leverage our relationships with financial institutions and investors to ensure that our clients get in front of the best investors for their business, present business and funding plans with capital structures that are effective for the business, ensure that the business itself, and the business and funding plan present a clear path to closing, and present the package alongside our clients. However we are called to assist, be it moving a credit from one bank to another, or helping start a new lender relationship, we stand ready to deliver and work with our clients the final document is signed.

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FEATURED PROJECTS