Business Valuation &
Deal Support

Independent valuations, lender-grade financial analysis, and disciplined deal execution support for acquisitions, exits, and special situations.

Fortis Business Advisors provides independent business valuations and transaction execution support tailored to privately held small and lower-middle market companies.

Whether evaluating an acquisition, preparing for sale, resolving a valuation dispute, or supporting a lender in a distressed scenario, we combine financial rigor with firsthand ownership experience. Our approach emphasizes defensible analysis, underwriting alignment, and practical execution.

We do not deliver theoretical valuation ranges. We deliver decision-grade conclusions that withstand lender, investor, and stakeholder scrutiny.

Key Areas of Expertise

Defensible valuation, underwriting-aligned analysis, and transaction support to improve price credibility, reduce execution risk, and help deals close.

Financial Analysis & Valuation

Independent Business Valuations

Quality of Earnings (QoE) Analysis

Cash Flow and Working Capital Assessment

Market-Based Pricing & Comparable Analysis

Financial Modeling & Sensitivity Testing

Transaction Structuring & Support

Deal Structuring & Capital Alignment

Buyer & Investor Presentation Support

Financing Coordination & Lender Liaison

Negotiation & Strategy Support

Risk & Special Situations

Distressed & Turnaround Valuations

Inventory & Asset Monetization Analysis

Litigation & Dispute Support

Post-Acquisition Integration Advisory

Overview

Approach

The Fortis Valuation & Deal Framework

Fortis approaches valuation and transaction support through a structured, three-phase process designed to produce defensible conclusions and disciplined execution.

Value is not a number.

It is a conclusion supported by evidence, structure, and market reality.

Phase I — Analytical Grounding

Every engagement begins with financial clarity.

We normalize earnings, analyze cash flow durability, evaluate working capital trends, assess risk exposure, and review capital structure implications. Where appropriate, we perform quality of earnings analysis and stress-test assumptions.

Preparation begins with three questions:

What is the true earnings profile?
What risks are embedded in the numbers?
How will a lender or buyer underwrite this business?

Without analytical grounding, valuation becomes opinion.

Phase II — Valuation & Pricing Discipline

With clarity established, we develop defensible valuation conclusions.

We apply income, market, and asset approaches as appropriate, incorporating crisis-tested insights and current capital market conditions. We evaluate collateral strength, capital stack dynamics, and financing feasibility to ensure valuation aligns with real-world execution.

Pricing must withstand scrutiny.

Phase III — Execution Support

Valuation only matters if it closes.

We support deal structuring, lender coordination, buyer communication, negotiation alignment, and documentation review. Where required, we provide litigation support, distress scenario analysis, or integration guidance.

Execution certainty improves when valuation and structure are aligned.