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Results That Build Confidence

From early-stage startups to established small businesses, Fortis helps clients tackle complex challenges and unlock meaningful outcomes. Below are real-world examples of how our advisory partnerships deliver measurable results in growth, recovery, and transition.

See how Fortis Business Advisors helps small businesses unlock capital, stabilize operations, and monetize assets through client advisory solutions.

Financial & Capital Advisory

From financial planning and forecasting to capital readiness and valuation support, our work in Financial & Capital Advisory helps small businesses strengthen their foundation and prepare for what's next. Whether positions for growth, managing lender expectations, or getting transaction-ready, these engagements reflect how Fortis delivers clarity, confidence, and results.

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Valuation Validation

Poultry Trucking & Logistics Company

Fortis delivered a lender-ready, cash flow-driven valuation to support a proposed trucking company acquisition, helping the buyer avoid overpaying and shaping a financeable offer structure.

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Financial & Transaction Readiness

Specialty Retail & Ammunition Manufacturing

Fortis created clean financials from fragmented records, outlined asset clarity, and supported the broker's listing strategy—enabling a successful sale for a retailer that struggled to attract buyers.

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Strategic Financial Advisory

Construction Resources:

AMB Construction 

A comprehensive analysis sets the platform to build financial modeling tools that help businesses evaluate decisions based on accountable performance and test their future impact.

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Strategic Financial Advisory

HVAC & Industrial:

Excelco Services​

A comprehensive Business & Viability Analysis gives stakeholders insight into the performance and health of a business, corrective change measures, and the predictive impact.

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Valuation & Estate Planning

Consumer Products Manufacturer & Distributor

A formal business valuation supported estate and succession planning for a legacy CPG client, building on prior turnaround and inventory optimization engagements.

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Valuation & Exit Strategy

Building Supply Distributor & Retailer

Strategic valuation validation and exit planning helped family owners align on equity, retirement, and succession goals—providing clarity and a roadmap without triggering disruption to the business.

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Sale Readiness & Valuation

Small-Fleet Trucking and Logistics Company

After a successful turnaround and operation stabilization, businesses are better positioned and more attractive for outside investment when an accurate valuation model is presented.​

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Strategic Financial Advisory

Manufacturer & Distributor:

Fintronx Lighting Equipment

A comprehensive business and viability analysis will pinpoint where losses are being incurred and where opportunities exist to ensure management is making strategic decisions based on accurate data.

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Valuation & Strategic Planning

Small-Fleet Trucking & Logistics Company

A formal business valuation established a bankable value range to support future financing, strategic planning, and M&A readiness following prior turnaround and growth engagements.

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Strategic Financial Advisory

Manufacturer & Distributor:

Formetal

When Cash Flow Management Tools specifically designed for a business are implemented and adopted, management and their financial institution gain an accurate insight into the operation.

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Capital Advisory

Construction and Mitigation: Champion Construction

From a comprehensive Analysis, an investment attractive Business Plan that shows immediate improvement to Cash Flow can lead to a new lender relationship and refinanced debt in a new capital structure.

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Strategic Financial Advisory

Restaurant & Catering:

Gusto Italian Restaurant

A pre-transaction analysis with a funding or turnaround plan for healthy or distressed businesses will help unlock value and ensure that both parties are arriving at an agreeable price for the business.

Turnaround & Recovery

​​When performance falters or financial pressure mounts, Fortis helps small businesses regain control and restore stability. From rapid assessments and cash flow triage to stakeholder alignment and operational resets, these results show how we bring clarity, speed, and structure to critical recovery efforts.

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Chief Restructuring Officer (CRO)

Sporting Goods and Cheer Apparel Distributor

Appointed as CRO in a Subchapter V case, Fortis provided financial advisory, 13-week cash flow modeling, and court reporting while executing a strategic inventory liquidation and supporting counsel. 

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Restructuring & Valuation

Custom Machine & Metal Fabrication

Fortis guided a manufacturing company through cash flow modeling, capital structure review, and turnaround strategies, guiding decision-making during a period of financial distress. 

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Inventory & Pricing Strategy

Consumer Products Manufacturer & Distributor

Fortis conducted an in-depth inventory review, breakeven and margin analysis, and financial performance comparison to help a recovering CPG company optimize pricing and improve cash flow.

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Turnaround & Restructuring

Consumer Products 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.

Firehouse Gear

MCA Impact & Turnaround Plan

Multi-Location Uniform Apparel Retailer

Fortis helped stabilize a cash-strapped retailer facing MCA debt, enabling accelerated collections, improved cash flow, and a successful employee-led turnaround after the owner exited.

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Capital Structure Assessment

Multistate Corporate Lodging Services

Fortis assessed the financial health of a corporate lodging company facing cash flow strain from MCA debt, supported lender communications, and brought in a trusted partner for debt resolution.

Trailer Park

Turnaround & Cash Flow Mgmt.

Hospitality & Mixed-Use Resort

Fortis helped a resort owner stabilize operations by assessing unit performance, improving reporting, and building a custom cash flow model during a period of financial distress.

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Turnaround & Restructuring

Small-Fleet Trucking & Logistics Company

Small businesses can turnaround and regain optimal performance when a comprehensive business analysis and 13-week initiatives pinpoint challenges, control cash, and help mitigate additional losses.

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Inventory Advisory for Counsel

Movie Production Prop Rental Company

Fortis advised landlord counsel on recovery options for a distressed movie prop company, providing strategic inventory analysis and liquidation modeling to inform legal positioning and monetization paths.

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Appraisal & Liquidation Plan

Apparel & Accessories Retailer

Fortis provided a full inventory audit, cost and liquidation valuation, and lender-ready report for a single-store retailer, demonstrating that even small collateral reviews deserve expert attention and action.

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Restructuring & Store Closing

Hardware & Supply Stores:

S&H Hardware

Fortis supported a multi-store restructuring during COVID, helping a Philadelphia hardware retailer exit an unprofitable location and stabilize operations into a single core store.

Liquor Bottles

Inventory Audit & Appraisal

Wine & Liquor Store:

Cole Mountain Package

Not only will a comprehensive inventory count and appraisal help secure a small business loan, but it also helps ensure that a new owner is starting with an accurate inventory.

Monetization & Liquidation

Whether managing excess inventory, overseeing a retail exit, or navigating an asset liquidation, Fortis helps businesses and their stakeholders recover value with speed and strategy. These engagements demonstrate how we transform complex wind-downs into structured, financially sound outcomes.

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Multi-Market Liquidation

Gift & Lifestyle Brands 

Retailer

Fortis led a full-scale liquidation of 13 gift and lifestyle stores across multiple states, orchestrating marketing, markdown cadence, and on-site execution to ensure clean exits and strong inventory recovery.

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Retail Asset Monetization

Bridal & Occasion Boutique:

A Formal Affair

After a failed business sale, Fortis helped liquidate a $998k bridal inventory through creative outreach and a bulk buyout, enabling a clean, dignified, and financially successful owner exit.

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Store Closing & Liquidation

Fabric & Craft Retailer:

Fabric Depot

Single-store retailers can generate significant cash flow and recovery from liquidating in an Assignment for the Benefit of Creditors​ even after the business has gone "dark" and management has dissolved.​

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Store Closing & Liquidation

Electronics & Theater:

Electric Avenue

Absentee owners with functioning operations can execute an effective store closing sale to generate a higher recovery than selling the business, leaving employees time to find new opportunities.  

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Store Closing & Liquidation

Furniture & Accessories:

Jackson Furniture

As family-owned retail businesses are passed down, generations that embark on new directions benefit from the capital generated from selling merchandise, clearing space for new opportunities. 

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"Pop-Up" Liquidation

Halloween Store:

Booville Halloween 

"Pop-Up" Liquidations are an effective strategy to help merchandise suppliers monetize excess inventory at higher rates of return than selling off at pennies on the dollar.​

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"Pop-Up" Liquidation

Beach Apparel & Gear:

Waves Surf & Sport

When financial institutions are "handed the keys" from borrowers walking away from inventory and real estate, significant capital recovery can be generated to offset the loan losses.

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Multi-Market Liquidation

Furniture & Home Decor:

Interior Define

Fortis liquidated abandoned Interior Define showrooms in Atlanta and DC, recovering over $150K from floor sample sales and returning high-end retail space to landlords in lease-ready condition.

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Store Closing & Liquidation

Jewelry & Gifts:

Periwinkle Boutique

When strong management teams are in place, guided self-liquidations are extremely effective at helping monetize inventory for cash flow and paring back store locations for small-chain retailers.

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Store Closing & Liquidation

Apparel & Gear:

The North Face & KL Mtn 

When financial institutions are "handed the keys" from borrowers walking away, significant capital recovery can be generated from selling the inventory in a retail store with operational support. 

Rings on Display

Promotions & Rationalization

Fine Jewelry & Gemstones:

Stafford Jewelers

When retail ownership is transitioning or partnerships are dissolving, a promotional sale with a comprehensive analysis can generate capital and help set the new owner on solid footing.  

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"Pop-Up" Liquidation

Men's Apparel:

Robert Talbott

When faced with a high volume of inventory stored in warehouses, monetizing through a multi-store "Pop-Up" Liquidation strategy can maximize returns with recovery rates up to 48% net of all expenses.

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"Pop-Up" Liquidation

Ladies Apparel:

Selene Ladieswear

Landlords and creditors managing merchandise that is left behind by a retailer can recover lost rent and generate capital through "Pop-Up" Liquidations and alternative monetization strategies.

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Pop-Up Liquidation

Consumer Furniture:

The Discount Bedroom

Fortis designed and executed a pop-up retail strategy to monetize recovered furniture inventory, assisting with warehouse setup, inventory management, and multi-channel sales to support recovery.

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Liquidation & Legal Advisory

Hardware & Supply Store:

S&H Hardware

Fortis managed the final store liquidation while assisting legal counsel during a creditor dispute, supporting cash flow strategy, creditor negotiations, and a successful resolution.

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Store Closing & Liquidation

Apparel & Accessories:

La Mia Moda

Custom-built strategies designed to liquidate individually-owned and low-inventory retailers can generate significant recovery over a shortened promotion cycle and deliver a lease-ready space.

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Promotion & Rationalization

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.

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"Pop-Up" Liquidation

Hardware & Supply Store:

Anvil Hardware

Debtors and their Creditors benefit from the use of "Pop-Up" Liquidations to generate higher returns from the monetization of inventory and assets in Chapter 11 Bankruptcy Cases.​

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"Pop-Up" Liquidation

Athleisure Apparel & Gear:

Kit & Ace @ Namasday

Unsecured creditors involved in a retailer's Assignment for the Benefit of Creditors' case can generate recovery and lost capital through alternative monetization strategies.​

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