Inventory Appraisal
& Optimization
Delivering accurate and objective insights on realizable inventory assets to support strategic decisions, performance improvement, and recovery planning.
Effective inventory management is a critical driver of profitability, cash flow, and operational resilience. At Fortis Business Advisors, we provide expert inventory appraisal and optimization services to help business owners, lenders, and advisors understand the value, performance, and strategic potential of inventory assets. Our team conducts comprehensive inventory assessments that integrate detailed financial analysis, physical counts, on-site inspections, and in-depth discussions with ownership and management. The result is an objective, actionable valuation report tailored to each client's operational model - whether retail, wholesale, or e-commerce - and whether the business is healthy, transitional, or distressed.
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Our services support a wide range of needs, including financing readiness, restructuring, operational improvement, and transaction pricing. We evaluate inventory at both the macro and SKU levels, analyzing turnover performance, ideal mix and volume, and working capital efficiency. Leveraging our proprietary Turnovate™ Inventory Optimization Tool, we generate precise, data-driven insights that isolate underperforming inventory, reduce excess stock, and improve cash conversion cycles.
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Beyond appraisal and analysis, we help clients implement meaningful change. From monetizing surplus inventory to improving systems that prevent future imbalances, Fortis brings both strategic insight and practical execution support. Our cross-functional expertise ensures timely, reliable outcomes and delivers lasting value across a range of inventory-driven industries. Whether the goal is to support a financing event, improve profitability, or navigate a restructuring, Fortis Business Advisors serves as a trusted partner in maximizing inventory performance and long-term success.
Key Areas of Expertise
Combining inventory appraisal, measurement, and strategic management to maximize asset value and support informed decisions.
Inventory Valuation & Appraisal
Inventory Performance & Optimization
Inventory Management & Monitoring
Strategic Inventory Planning & Disposition
TURNOVATE™
Optimize Inventory Instantly
Discover the power of Turnovate™, our proprietary inventory optimization tool! Our embedded calculator provides a free and comprehensive analysis of a business's inventory turnover performance. By simply entering the inventory data below, valuable insight will be gained that will help streamline operations, maximize profitability, and enhance data-driven decisions. Experience the advantage of Turnovate™ and unlock the full potential of optimized inventory.
HOW WE HELP
Inventory Valuation
Accurate appraisals and objective insights for lending, transactions, restructuring, and financial reporting.
Physical Inventory Counts
Reliable third-party counts to ensure accuracy, support financing, and identify challenges for informed decision-making.
Inventory Optimization
Maximize turnover and profitability with proprietary tools, reducing excess inventory and improving operational efficiency.
Inventory Liquidation
Strategic plans to convert distressed inventory into cash, minimizing losses and maximizing recovery value efficiently.
Inventory Analysis
In-depth reviews of financial data and operations, pinpointing areas of strategic improvement aligned with business goals.
Collateral Monitoring
Ensure loan security through vigilant inventory monitoring, offering lenders peace of mind and supporting risk management.
OUR APPROACH
Our inventory approach is a structured, hands-on process designed to deliver accuracy, objectivity, and actionable insights. We begin with a comprehensive review of inventory methodology and financial data, followed by field visits and physical counts using barcode scanners and proven verification techniques. Our experts then produce a detailed inventory report, reconcile discrepancies, and analyze key metrics tied to turnover, value, and operational performance. The result is a clear, defensible appraisal supported by data-driven recommendations. Whether used for financing, restructuring, or internal strategy, our process ensures reliable valuation and informed decision-making. We remain engaged beyond the report, helping clients implement sustainable inventory improvements that support profitability and maximize asset value.
COMPLEMENTARY INTEGRATED SOLUTIONS
A comprehensive range of strategic services specifically designed for small businesses tailored to enhance our Turnaround Management solutions and ensure optimal results.
FEATURED SUCCESS
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.​
Entrepreneur &
Business Owner
The opening day was the biggest day of sales volume in memory. And in the days to come, we saw increased traffic and volume that we had not seen in years.
FEATURED INSIGHTS
FEATURED INSIGHTS
Inventory turnover management is a key operational metric that helps small retailers remain competitive.
A panel discussion with insights into opportunities and challenges lenders and business owners face with small-scale liquidations.