Trustees & Fiduciaries
Fiduciary Support Built for Small Business Complexity
Fiduciaries are often appointed into situations marked by operational uncertainty, limited transparency, and urgent demands for action. Trustees, receivers, and assignees are responsible for stabilizing deteriorating businesses, monetizing assets, or preparing for structured wind-down, all under the scrutiny of courts, creditors, and counsel. In small business environments, these mandates are further complicated by constrained resources, disorganized records, and time-sensitive dynamics.
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Fortis Business Advisors provides professional execution support tailored to these realities. We work alongside fiduciaries to bring order to complexity, delivering operational assessments, court-compliant reporting, and structured recovery strategies for companies with revenues under $20 million. Whether the engagement requires liquidation, valuation, or interim business support, we serve as a reliable, experienced resource focused on maximizing outcomes and protecting fiduciary integrity.
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Our team supports assignments for the benefit of creditors (ABCs), bankruptcy trustees, and court-appointed receivers across all small business sectors, including retail, service, manufacturing, and other inventory-heavy businesses. We are experienced in inventory monetization, short-term operations, and strategic wind-down planning. Every engagement is designed to meet the professional standards fiduciaries require, while producing practical results within the constraints of the case.
WHAT FORTIS PROVIDES
Practical execution support for fiduciaries managing small business distress, liquidation, or operational wind-down.
​Fortis delivers case-ready services to help trustees, receivers, and assignees fulfill their responsibilities with speed, transparency, and strategic clarity. Whether the engagement involves asset monetization, sale preparation, operational oversight, or recovery planning, our role is to bring structure, documentation, and results to complex small business scenarios. Every engagement is tailored to the size, scope, and urgency of the appointment.​​​​​
Fiduciary-Aligned Solutions
Inventory Appraisal & Physical Count Support
On-site inventory counts and asset verification to establish a baseline understanding for recovery planning, reporting, or sale. The reporting includes liquidation value estimates, margin diagnostics, reconciliation with borrower-provided records, and more.
WHEN WE HELP
Trustees, receivers, and assignees are often appointed into disorganized, time-sensitive situations where assets are at risk and clarity is limited. Fortis provides structure, documentation, and execution in these critical windows, helping fiduciaries fulfill their responsibilities and recover value.
Unverified Assets or Inventory Discrepancies
Disorganized records or missing physical counts require trusted, third-party validation to support reporting, valuation, or recovery planning.
Assignment, Receivership, or Court Appointment
Whether through an ABC, state court receivership, or bankruptcy-related appointment, fiduciaries need a resource who understands real-world execution.
Business Control Without Operational Continuity
Fiduciaries assume control of businesses with no management continuity or financial oversight, requiring triage, cash review, and stakeholder strategy.
Pre-Sale Stabilization or Distressed Exit
Fiduciary-managed businesses preparing for sale may require interim cleanup, inventory adjustment, or buyer positioning support to preserve deal viability.
Asset Monetization Under Compressed Timelines
Retail or inventory-heavy businesses require immediate planning and execution to preserve value before foot traffic or market demand deteriorates.
Creditor-Facing Reporting and Recovery Analysis
Fortis delivers credible, structured recovery plans and third-party documentation aligned with fiduciary standards.
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Why Fortis Business Advisors
Fiduciary roles demand disciplined execution, credible reporting, and alignment with legal, financial, and stakeholder priorities. Fortis provides the operational support and situational clarity needed to fulfill those obligations, particularly in small business environments where resources are limited and time is constrained.
COMPLEMENTARY INTEGRATED SOLUTIONS
A targeted set of services that support fiduciary mandates, aligned with court proceedings, recovery goals, and small business realities.
FEATURED SUCCESS
Attorney in ABC Case
Fortis displayed exceptional creativity, transparency, and control, delivering strong results in a complex ABC liquidation while managing every challenge with professionalism and care.