Case History: Valuation Validation & Exit Strategy
Building Supply Distributor & Retailer
Denver, CO
When a sale stalls and tensions rise, Fortis brings clarity to valuation and provides a path to exit with control.
Situation
A family-owned building supply company in the Denver metro area faced internal tension between three sibling owners. One sibling wanted to retire and relocate, while the other two were committed to continuing the business for another few years. A potential sale listing had failed to generate considerable buyer interest, in part due to pricing expectations and equity disagreements. As frustrations mounted, questions around value, payout fairness, and exit timing remained unresolved—and the inventory base was too limited to pursue a traditional liquidation.
Objective
Referred by an M&A advisor, Fortis Business Advisors was engaged to asses whether the inventory could be monetized and if a path to exit could be structured. When liquidation proved unviable, Fortis shifted focus to validate an existing business valuation, mediate equity concerns, and design a discreet, controlled exit strategy that could be deployed when the time is right—preserving value, relationships, and the owners' retirement plans.
Results​​​