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Performance Optimization &
Turnaround Management

Fortis Business Advisors is owned and managed by business owners and start-up entrepreneurs engaging other business owners. Our experience and focus help foster out-of-the-box solutions to complex situations business owners face. We execute services and exhaust every opportunity from a hands-on and on-site "if we owned it, how we would improve it" approach.


Business & Viability Analysis

| 13-week Initiatives

Comprehensive & Comparative Financial Statement

| Comprehensive Operation & Organization Health 

| Optimal Inventory & Asset Performance 

| 13-week Cash Flow | Borrowing Base | Working Capital

Capital Structure & Leverage | Break-Even Efficiency

| Financial Ratio | Margin/Expense Compression Test

| Comprehensive Marketing & Advertising

The Fortis Business Analysis and 13-week initiatives program analyzes the "current state" of a small business and provides custom solutions that will chart a course towards improving cash flow and operations toward achieving maximum profitability. By identifying underperforming areas of the business that can be improved and where liquidity can be unlocked, tangible solutions can be developed to help solve current and future challenges.

Performance &

Health Improvement

Profit & Process Engineering | Value Engineering 

| Sales & Marketing Performance | Sales Promotions

| Operation & Organization Efficiency | Asset Efficiency

| Optimal & Balanced Inventory | Capital Structure Efficiency

| Investor/Lender Cultivation | Strategic Planning

| Optimal Performance for M&A Activity

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 that choke long-term success. 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.


Business Planning

| Debt Restructuring & Refinance

Strategic Business Planning & Modeling

| SBA Finance Preparation 

| Optimal Lending Facility Identification 

| Borrowing Base DevelopmentCapital Structure Efficiency

| Working Capital Efficiency | Investor/Lender Cultivation

| Merger, Acquisition & Business Sale Support

Access to cash is the lifeblood of a small business. ​However, business owners who are masters at their craft can get stalled when it comes to the dynamics of determining the right lending option and capital structure for their business needs. Different types of lending opportunities each serve a different purpose, which makes it all the more imperative to develop comprehensive and concise business plans that help identify the optimal lending facility while ensuring that the business is attractive to lenders or investors

Turnaround Management

| Small Business Recovery

13-week Initiatives & Cash Flow Modeling

| Revenue Enhancing Strategies

Working Capital Management

| Profit & Process Engineering Capital Structure Efficiency 

| Surplus Inventory & Asset Optimization

| Business Turnaround & Recovery Plan Development

| Plan Implementation & Strategic Enhancement

| Investor/Lender Cultivation 

| Merger, Acquisition & Business Sale Support

For businesses facing extreme financial pressure, have triggered into workout or special assets with their lender, or are in a crisis situation, the turnaround process employed by Fortis Business Advisors can lead to a more efficiently run and management-controlled business mitigating the chances of future financial default. No matter how constrained the cash flow or timeline may be, we stabilize the business quickly with immediate action plans, then build on the stabilization efforts to craft long-term strategies that lead to lasting change. 




Small businesses seeking guidance on the performance of the business and tailored-made solutions to improve performance.

Financial Institutions seeking better insight into a borrower's business to ensure the preservation of capital and viability or execution of a turnaround.

Business Owners and Financial Institutions seeking assistance with business planning for alternative lending strategies or refinance. 

Business Brokers and Intermediaries seeking depth into a businesses operation to enhance the viability and attractiveness of a transaction.

Trustees, Fiduciaries, Bankruptcy Professionals and other Professional Service Advisors seeking support for distress small businesses.

Case History: Turnaround Management & Recovery

Consumer Products Goods Manufacturer & Distributor

Through a 4-Phase turnaround approach - Analyze-Stabilize-Optimize-Maximize - a strategic plan can be developed that leads to viable performance improvements and a troubled credit exit.

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Engineering a Business for Profit: An Effective Measure to Ensure Financial Obligations Are Met

When a business is Engineered for Profit, through a controlled cost structure profit becomes a measurable outcome from the operation rather than what is left over after all other expenses have been paid.