At Fortis Business Advisors, we design capital strategies that align funding with small business objectives - whether scaling operations, pursuing acquisitions, or restructuring debt. As operators, we combine institutional-level financial expertise with hands-on small business experience to optimize a business's capital structure and unlock growth potential.

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Our approach begins with developing investor-ready business plans, which include in-depth market analysis, operational strategies, and financial projections to secure loans or equity. We simultaneously evaluate the capital structure and financial position to identify efficiencies and maximize returns, balancing short-term debt, long-term debt, and equity to minimize costs while ensuring flexibility to fund strategic initiatives and respond to market opportunities.

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For businesses seeking funding, we streamline the loan process - from document preparation to lender introductions - whether a startup, pursuing an acquisition, or refinancing existing debt. Additionally, our Capital Advisory services address cash flow management through 13-week cash flow models and asset optimization, ensuring adequate liquidity while generating returns.

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By grounding strategies in real-world small business challenges - not theoretical models - we position the business for sustainable growth, improved performance, and long-term success. From initial planning to post-funding performance monitoring, we provide end-to-end support to help capitalize on opportunities with a capital strategy built for resilience and scalability.