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Industries We Serve

Strategic Solutions for Every Stakeholder Across the Small Business Lifecycle

At Fortis Business Advisors, we recognize that effective advisory services are never one-size-fits-all. Each stakeholder in a small business, whether the business owner, lender, investor, advisor, trustee, or landlord, faces distinct priorities, pressures, and responsibilities. That's why our advisory model is intentionally designed to meet the specific needs of each group we serve.

 

Today's environment is not merely uncertain; it's undergoing structural change. Lending standards have shifted. Collateral is increasingly difficult to value. Borrowers are harder to engage. And many business owners are contending with systemic disruption, not just temporary distress.

 

Fortis provides clarity and actionable strategies across a diverse range of industries and business stakeholders, helping stabilize operations, preserve value, and navigate critical inflection points with confidence. 

WHO WE HELP

Supporting the stakeholders who drive, fund, advise, and depend on small business success.​

​From lenders and landlords to owners, fiduciaries, and advisors, Fortis partners with the people and institutions navigating the challenges of small business transition, recovery, and value creation.

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Banks &

Lenders

Strategic support for problem loans, borrower risk analysis, and collateral oversight -- protecting recovery and improving outcomes across distressed credits.

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Small Business Development Centers (SBDC)

Advisory services for SBDCs assisting clients with financial clarity, turnaround planning, and liquidation strategies beyond standard business guidance.

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Exit &

M&A Advisors

Support for brokers and advisors with valuation readiness, financial diagnostics, and recovery strategies that improve deal clarity and reduce friction.

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Small & Family-Owned

Businesses

Guidance for small businesses in every sector, navigating growth, stress, succession, or exit with clarity, urgency, and a focus on long-term value.

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Asset-Based &

Secured Lenders

Collateral-focused support for asset-based and secured lenders, including recovery strategy, monetization planning, and borrowing base risk diagnostics.

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Trustees &

Fiduciaries

Operational, financial, and asset-level support for court-appointed roles, including valuations, recovery planning, and oversight of distressed businesses.

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Private Equity, Private Credit & Family Offices

Advisory for underperforming assets, distressed acquisitions, and restructuring of portfolio companies in need of urgent realignment.

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SBA 

Lenders

Support for SBA lenders with borrower diagnostics, restructuring plans, and resolution strategies aligned with program requirements and expectations.

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Attorneys, CPAs, &

Trusted Advisors

Independent advisory services that complement legal and strategic counsel, supporting client decisions around transition, valuation, or restructuring.

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Real Estate Owners 

& Landlords

Support for property stakeholders recovering from tenant defaults, through asset monetization, recovery planning, and operational assessments.

ADVISORY GROUNDED IN EXPERIENCE

Fortis was founded by entrepreneurs and operators -- not theorists. Our work is grounded in firsthand experience owning, leading, and repositioning small businesses under pressure or in uncertain conditions. This perspective informs everything we do.

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We serve small businesses in transition: between growth and exit, distress and recovery, and systems that no longer function and those not yet fully formed. In this space, Fortis provides grounded analysis, strategic clarity, and execution under pressure.

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Entrepreneurial Perspective, Not Theory

Every strategy we recommend is informed by real operating experience, not academic models or generic frameworks.

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Operational and Financial Fluency

We bridge finance and operations, translating lender, investor, and stakeholder needs into executable plans.

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Execution-Oriented Advisory

We don't just assess, we implement. Fortis works shoulder-to-shoulder with clients to drive resolution, transition, or recovery.

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Tailored for Small Business Complexity

Our approach is structured yet flexible -- tailored to the realities of privately held, owner-driven, and capital-constrained businesses.

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Credibility Across Stakeholders

Trusted by lenders, advisors, fiduciaries, and owners to navigate complexity, protect value, and drive outcomes that stand up under scrutiny.

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Strategic Support for Complex Situations

Advisory, recovery, and monetization services tailored to stakeholders navigating transition, distress, or operational uncertainty.

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