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Small Business Solutions & Advisory

We draw on deep ownership experience and extensive resources to help small businesses navigate challenges, unlock value, and seize opportunities.

We deliver tailored, results-driven solutions that support small businesses, their lenders, and professional advisors at every stage of the

business lifecycle.

Build a stronger financial foundation and prepare for what's next.

Whether focused on expansion, raising capital, or preparing for a sale, we help set the right financial strategy and position the business for long-term success.

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Financial Strategy 

& Advisory

Financial planning, budgeting, forecasting, and business performance support.

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Capital Strategy &

Funding Readiness

Preparing businesses to raise capital or secure financing - debt or equity.

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Business Valuation

Deal Support

Valuations for exit, succession, M&A, or equity transactions, plus hands-on deal support.

Stabilize operations and regain control in times of uncertainty.

When under pressure - whether from financial strain, market shifts, or underperformance - Fortis brings structure, urgency, and a proven process to move forward with confidence.

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Turnaround & Restructuring

Stabilization planning, crisis management, debt restructuring, and strategic repositioning.

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Inventory Strategy

& Optimization

Improving working capital through data-driven inventory analysis, planning, and reduction.

Maximize value from assets, inventory, or a strategic wind-down.

When it is time to close, consolidate, or unlock working capital, Fortis helps recover maximum value through innovative, operationally sound strategies.

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Retail Solutions &

Asset Monetization

Optimizing returns from store closures, consolidations, or distressed assets.

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Pop-Up Liquidation Solution

Limited-time, high-impact sales strategies to convert inventory to cash faster and smarter than auctions or bulk sell-offs.

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