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Business Valuation and
Deal Support

Maximize deal value and minimize risk with due diligence and financial intelligence to make informed decisions from the valuation through the transaction.

Fortis Business Advisors provides comprehensive M&A, valuation, and transaction advisory services specifically tailored to the unique needs of small businesses. Whether a business is being sold, acquired, or managed through a distressed situation, our owner-led approach combines deep business ownership experience with turnaround and restructuring expertise to maximize value and minimize risk throughout every stage of the transaction.

For sellers, we focus on enhancing business value by identifying key drivers, addressing operational and financial challenges, and optimizing assets, including the ability to monetize inventory and equipment if the business does not sell. For buyers, we mitigate risks through thorough due diligence, accurate valuations, and practical integration strategies designed from small business realities. Our unique combination of transaction advisory and restructuring experience allows us to guide stakeholders through complex scenarios, from growth acquisitions to distressed asset sales.

We provide holistic valuations that blend asset, income, and market approaches, incorporating crisis-tested insights to justify pricing and support informed decision making. Our hands-on support spans from initial strategy and due diligence to post-transaction integration, including cash flow forecasting, working capital optimization, and aligning the interests of owners, lenders, and advisors. For business brokers and professional advisors, we serve as a trusted partner to validate deals, resolve valuations disputes, and expedite sales in distressed situations. For lenders and investors, we offer transparency into collateral value and operational viability, helping to protect their interests. Fortis is a trusted advisor to owners because we have firsthand experience navigating the challenges of small business ownership. Whether a business is transitioning out, scaling up, or seeking to preserve value in difficult times, we deliver the clarity and confidence needed to turn complexity into opportunity.

Key Areas of Expertise

Specialized services designed to address the full spectrum of business valuation, transaction advisory, and post-transaction support needs.

Financial Analysis & Due Diligence

Comprehensive Due Diligence Review

Quality of Earnings (QofE) Analysis

Valuation & Marketable Pricing Analysis

Financial & Performance Analysis

Financial Modeling

Working Capital & Cash Flow

Risk Management & Optimization

Risk Mitigation Strategies

Inventory & Asset Optimization

Business Plan Validation

Expansion Opportunity Identification

Transaction Support & Financing

Financing Assistance

Financial Liason Services

Buyer & Investor Presentations

Post-Transaction Special Situations

Post-Purchase Integration

Ownership Transition & Buyouts

Litigation Support

Overview
How We Help

HOW WE HELP

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Independent Business Valuation

We deliver objective, data-driven business valuations to inform decisions, support negotiations, and guide strategic planning.

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Efficient Asset

Liquidation

When a sale is not feasible, we maximize recovery through strategic asset and inventory liquidation solutions.

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Turnaround & Restructuring Expertise

Our team brings hands-on experience as turnaround managers, helping stabilize operations and restore value.

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Owner-Led,

Practical Advisory

As small business owners, we provide actionable, real-world guidance tailored to the unique challenges and goals.

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Comprehensive Risk Mitigation

We identify, assess, and address financial and operational risks to protect interests throughout the transaction process.

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End-to-End

Transaction Support

From initial assessment to post-transaction integration, we manage every phase to ensure a seamless and successful outcome.

OUR APPROACH

At Fortis Business Advisors, we combine rigorous financial analysis with hands-on ownership experience to guide small businesses through complex transactions. Unlike traditional advisors, we leverage our expertise in turnaround management to address both growth opportunities and distressed scenarios. Whether valuing a business, negotiating a sale, or stabilizing operations, we focus on aligning stakeholder priorities - ensuring decisions are grounded in market realities and long-term viability. This dual focus on valuation and transaction execution allows us to bridge gaps between sellers, buyers, and lenders.

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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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Turnaround & Restructuring

Manufacturer & Distributor:

Consumer Products

Through a 4-Phase turnaround approach - Analyze-Stabilize-Optimize-Maximize - a strategic plan can be developed that leads to viable performance improvements and a troubled credit exit.

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Turnaround & Restructuring

Trucking & Logistics:

Trucking Company

Small businesses can turnaround and regain optimal performance when a comprehensive business analysis and 13-week initiatives pinpoint challenges, control cash, and help mitigate additional losses.

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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.

Entrepreneur &

Investor

Fortis Business Advisors provided me with an accurate analysis and valuation that save me from making a $450,000 mistake.

FEATURED INSIGHTS

FEATURED INSIGHTS

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An analysis of the impact that current and projected interest rates will have on a loan for an acquired business, including inflation effects.

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

Ben Nicholson
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