Insights at
Financial Inflection Points
Structured financial analysis for privately held businesses and their capital and advisory partners.
This platform examines the capital and liquidity inflection points that determine small business outcomes — growth, liquidity compression, restructuring, succession, and controlled liquidation.
Insights are drawn from direct engagement with owners, lenders, fiduciaries, and advisors operating under real capital constraints.​
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Fortis analysis has appeared in ABL Advisor, the Journal of Corporate Renewal, and The Secured Lender, with broader visibility in Retail Dive and Woman's World. Presentations delivered to the Secured Finance Network, America's Small Business Network (ASBN), and America's SBDC.
Capital Cycles & Credit Distortion
Analysis of capital mispricing, liquidity compression, credit tightening, and systemic leverage dynamics affecting privately held businesses.
Focused analysis of stacking dynamics, revenue-based lending structures, liquidity compression, and unwind strategy in distressed small businesses.
Workout & Stabilization Strategy
Analysis and execution frameworks for lenders, owners, and fiduciaries navigating default, liquidity compression, and capital stack stress in privately held businesses.
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Asset Monetization & Recovery
Structured liquidation, inventory optimization, and recovery strategy designed to preserve value, align stakeholders, and maximize outcomes in transition or wind-down.
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Liquidation sales are structured pricing events, and understanding timing, markdown strategy, and buyer psychology can help consumers capture genuine value while retailers maximize recovery.
Operational & Capital Discipline
Margin control, break-even modeling, working capital management, and structural profitability frameworks for businesses operating under tightening credit conditions.
Industry Briefings
Conference presentations and institutional commentary delivered to lender, restructuring, and advisory audiences.
A Secured Finance Network panel examining how valuation dynamics, buyer behavior, and recovery strategies are shifting across asset classes in today's more volatile liquidation environment.
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A lender-focused presentation outlining how disciplined underwriting, stress testing, and proactive structuring can protect SBA loan closings and long-term performance during periods of economic volatility.
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