Inventory Strategy
& Optimization
Delivering accurate and objective insights on realizable inventory assets.
Effective Inventory management is a critical driver of profitability and operational resilience for inventory-driven businesses. At Fortis Business Advisors, we specialize in delivering comprehensive inventory assessments and optimization strategies for retailers, wholesalers, and e-commerce businesses - whether in a healthy or distressed situation. Our seasoned experts conduct meticulous analyses of financial statements and inventory data, complemented by in-depth discussions with ownership and management, to produce reliable and actionable inventory valuation reports tailored to each client's unique needs.
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Our services span the full spectrum of inventory management, including physical inventory counts, site visits, asset appraisals, and valuations for business owners, financial institutions, and professional advisors. We develop and implement inventory maximization solutions and disposition strategies, ensuring that businesses maintain optimal inventory levels, minimize stockouts, and reduce excess inventory that can tie up valuable working capital. Leveraging our proprietary Inventory Optimization Tool - Turnovate™ - we provide clients with precise, data-driven insights that identify challenged inventory, isolate the ideal inventory mix and volume, and maximize turnover for improved cash flow and profitability.
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Beyond assessment, we guide clients through the execution of inventory improvement initiatives - from monetizing excess stock to implementing sustainable management practices that prevent future challenges. Our transparent, cross-platform approach ensures timely results, while our expertise in inventory management tools and techniques delivers lasting value. With Fortis, businesses gain a trusted partner committed to maximizing inventory efficiency, supporting financing needs, and driving long-term success through strategic inventory optimization.
Key Areas of Expertise
Combining precise valuation, measurement, and strategic management to maximize asset value and support informed decisions.
Inventory Valuation & Appraisal
Inventory Measurement & Optimization
Inventory Management & Monitoring
Strategic Inventory Solutions
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 reliable insights for loans, transactions, and financial reporting across diverse industries.
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 inancial 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 for accuracy and actionable insights. Beginning with initial analysis and methodology, our industry experts conduct field visits and physical inventory counts using barcode scanners. We then generate a comprehensive inventory report, compare observations, and meticulously review all data. The result is a clear, comprehensive analysis that informs strategic recommendations and ongoing client assistance. This rigorous process ensures reliable valuations and optimized inventory management for informed decisions and maximum 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.