
Small & Family-Owned Businesses
Practical Guidance, Real Results --
By Business Owners, for Business Owners
Small and family-owned businesses are the backbone of the economy, and at Fortis, they're the backbone of our firm. We understand them not just because we serve them, but because we have been one. That means we know how personal the stakes are, how thin margins can get, and how quickly problems escalate when capital tightens, lenders disengage, or owners run out of time and options.
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Most small business owners don't think of themselves as needing advisory services unless it is something specific, like taxes or legal help. They are resourceful by nature, have done everything from sweeping the floors to paying bills, and are used to figuring things out, even in times of trouble. But there comes a point, after the sleepless nights, the broken bank covenant, vendors stop shipping, or the failed sale, when figuring it out alone stops working. That's where Fortis steps in.
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We don'e show up with buzzwords and binders. We show up with sleeves rolled, ready to stabilize cash flow, right-size operations, reduce chaos, and bring structure to situations that feel like they're slipping away. Whether trying to get ahead of distress, deal with a lender, explore a sale, or simply get clarity on options, we provide practical, judgement-based support that small business owners can actually use.
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Our engagements range from turnaround and recovery to inventory monetization, strategic wind-downs, capitalreadiness, and exit support. We have helped businesses prepare for financing, navigagte court-supervised sales, survive abrupt revenue loss, and recover value. In every case, our goal is simple: give business owners a way forward on terms that make sense.
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When a small business is out of margin for error, Fortis helps take the next step with clarity, competence, and respect for what has been built.
WHAT FORTIS PROVIDES
Practical, real-world solutions to help small business owner's regain control, reduce pressure, and make informed decisions, no matter how complex or uncertain the situation.
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Fortis delivers execution-ready support for owners navigating everything from growth stress and capital needs to cash flow shortfalls, operational decline, or exit preparation. Whether planning ahead, or reacting to a crisis, our services are designed to clarify options, stabilize what matters, and guide our clients through their next move -- without inflated fees or confusing models.
Owner-Aligned Solutions
WHEN WE HELP
Business owners don't always know the exact moment to bring in help, but they know when something is wrong or feels off. Fortis steps in at those turning points, when clarity, control, or capital are slipping away, and helps owners regain direction.

Cash Flow Shortfalls or Payroll Pressure
When cash flow gets tight and obligations stack up, Fortis builds short-term financial models and action plans to regain breathing room.

Exit Planning or
Ownership Transition
We support owners preparing for a sale, succession, or partner buyout, with realistic valuations, readiness planning, and execution support.

Lender Pressure or Communication Breakdown
Whether it's missed payments, covenant issues, or renewal silence, we help reframe the conversation and structure a plan forward.

Operational Chaos or
Team Breakdown
When leadership stalls, teams disengage, or problems outpace internal capacity, Fortis brings structure, accountability, and stability back into focus.

Declining Margins or Unexplained Losses
Fortis helps owners dig into margin erosion, overhead creep, or pricing missteps that quietly erode viability, business value, and asset value over time.

Legal Pressure or
Business Wind-Down
We assist owners facing forced closure or voluntary wind-downs, helping protect value, comply with obligations, and move on effectively.

Why Fortis Business Advisors
Small business owners need more than theory; they need traction. Fortis delivers practical support rooted in operational experience, financial clarity, and a deep respect for the businesses our clients have built.
COMPLEMENTARY INTEGRATED SOLUTIONS
A comprehensive suite of hands-on services designed specifically for small business owners, whether navigating a challenge, preparing for growth, or planning what's next.
FEATURED SUCCESS
Entrepreneur &
Business Owner
We turned to Fortis and found expertise mated with excellence, all with a heart for small businesses, like ours.
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Family-Owned
Business Owner
Fortis helped us restructure and secure an SBA loan we couldn't have obtained without their guidance. Professional, strategic, and deeply knowledgeable.
Entrepreneur &
Business Owner
The way the store was prepared created urgency, leading to a buying frenzy that led to selling old inventory for the most amount of money I could have expected.





