SMALL BUSINESS PERFORMANCE
&
HEALTH IMPROVEMENT
OVERVIEW
From inception to growth to maturation, operating a small business day-to-day can force reaction over action which can lead to short-term results at the sake of long-term success. With small businesses, oftentimes just getting through the week or even the day while ensuring that payroll is made and the lights remain on can quickly become the primary objective. For a pathway to success and long-term viability, it is crucial for small businesses to become proactive in ensuring that operational performance and organizational health remain robust through long-term direction planning that leads to positive cash flow with sustainable revenue and profit.
Services
Diagnostic Business and Viability Analysis
Strategic Business Planning and Modeling
Profit and Process Engineering
Value Engineering for Maximum Return Prior to a Sale, Merger
or Acquisition
Sales and Marketing Performance Improvement
Operational and Organizational Optimization with Tools to
Measure and Maintain Performance
Optimal Inventory and Asset Turnover with Balanced Inventory Planning
High-impact Retail Sales Promotions to Generate Immediate
Cash Flow and New Customer Database with Retention Management Tools
Plan Implementation with Timely Updates and Strategic Enhancements
New Lender/Investor Cultivation and Presentation to Ensure the Optimal Capital Structure
Represent Small Businesses Directly or through Assistance
with Intermediaries and Advisors Seeking Optimal Performance Prior to a Sale or Merger/Acquisition Transaction
Strategy
At Fortis Business Advisors we comprehensively analyze all aspects of a small business to identify current and potential future challenges, then build customized strategic plans and procedural and reporting systems that address those challenges and unlock liquidity in the business. To provide clarity and visibility as the business transitions through all phases of the business lifecycle, Fortis provides direction that not only improves the business but inspires productivity.
Our advisory approach is on-site and side-by-side with owners, managers and staff members throughout the organization. We ensure that our programs are properly implemented and supported, and we instruct and train team members on how to transform core business systems and processes for greater efficiency, lower costs and optimized performance. Regardless of the stage of the business lifecycle, incorporating all or any one of these unique roadmaps will lead to a strategic pathway that results in success and long-term viability.
FEATURED PROJECTS
Analysis & Turnaround
Trucking & Logistics: Small Fleet Trucking Company
Small businesses can turnaround and regain optimal performance when a comprehensive business analysis and 13-week initiatives pinpoint challenges and reign-in cash control to mitigate additional losses.
Retail Promotion & Analysis
Experiential Retail & Craft: Memory Lane
Specialty retail, particularly experiential, benefits from ensuring there is an effective mix and turnover of inventory that can be sold to captured customers engaging in the experience.
Retail Promotion & Analysis
Fine Jewelry & Gemstones: Stafford Jewelers
When retail ownership is transitioning or partnerships dissolving, a promotional sale can generate capital and flush out old inventory, and a comprehensive analysis will help set the new owner on solid footing.