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Financial & Capital Advisory 

Strengthening financial foundations and preparing businesses for growth, funding, or transition.

At Fortis, we help small businesses strengthen their financial foundations, raise capital with confidence, and navigate transitions. Whether planning for an expansion, securing investment, or getting exit-ready, our expertise guides our clients through every step.

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Financial Strategy 

& Advisory

Financial planning, budgeting, forecasting, and business performance support.

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Capital Strategy &

Funding Readiness

Preparing businesses to raise capital or secure financing - debt or equity.

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Transaction Advisory & Valuation

Valuations and strategic guidance for exits, successions, M&A, and equity transactions.

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FEATURED SUCCESS

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Valuation & Strategic Planning

Small Fleet Trucking and Logistics Company

A formal business valuation established a bankable value range to support future financing, strategic planning, and M&A readiness following prior turnaround and growth engagements.

Our Solution
Construction Worker

Capital Advisory

Construction and Mitigation: Champion Construction

From a comprehensive Analysis, an investment attractive Business Plan that shows immediate improvement to Cash Flow can lead to a new lender relationship and refinanced debt in a new capital structure.

Our Solution
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Turnaround & Restructuring

Consumer Products Manufacturer & Distributor

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.

Our Solution

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.​

FEATURED INSIGHTS

FEATURED INSIGHTS

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Bankruptcy Court Knocks Some Teeth
Out of MCAs

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. 

Ben Nicholson

Ben T. Nicholson

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Merchant Cash Advance H-E-Double Hockeysticks

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

 

Ben Nicholson

Ben T. Nicholson

Ready to build a stronger business foundation and unlock new growth?

Let's build a custom financial strategy that supports your goals, unlocks opportunities, and prepares your business for what's next.

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