What We Do

As a business owner, your business is the engine and your personal finances should parallel its successful performance.

Too often, however, we see two scenarios at work:

– The engine is not finely tuned so there is no personal wealth being created.

– Business owners over invests into their businesses, which starves their personal financial growth.

Our system will optimize your company’s performance and then ensure a systematic transfer of your company’s excess wealth into your personal holdings. And we do this while having you pay less taxes than you’re now paying, with greater financial protection, and keeping the cash as available as you need it to be to invest in your business or elsewhere.

How We Do It

Below you will see a complete leadership and management system that will organize your team into a powerful force that shares a common vision and possesses the skills to realize that vision. You will also see a reporting and accountability process that ensures everyone is on task (and motivated) to build a positive, focused culture and a high-performance company.

As you explore this system, you will see how it will naturally produce the following System Objectives.

Gain Confidence

“A leader is best when people barely know he exists, when his work is done, his aim fulfilled, they will say: we did it ourselves.” Lao Tzu

This philosophy is critical to ensure that System Objective number six is also realized: Get free of the day-to-day work. Freedom, security and real joy comes from a developing a team that can run your increasingly successful company without you.

You will choose your planning team of three to five people, which should include partners and key managers. They will build and sustain the momentum that will create a high-performance company.

Establish Clarity

You are a visionary whether you feel like one or not. It is your “Why” and your team must know what it is. It will dictate your, and your team’s, future, but it will influence countless others as well: your team members’ families, your suppliers, your customers and everyone who watches you from a distance will be impacted by your vision.

It will attract the right people to your team; it will inspire people to want to follow you and it will be your greatest accomplishment. Its value cannot be overstated.

Create a Strategy

Your strategy identifies and focuses all your resources like a laser, which is then targeted at your most profitable market niche where your competition is weakest, or not present at all. Having an effective strategy will give you a great advantage over all your competitors because most of them do not have one – nor do they even know how to come up with one. Your vision gives people a reason to follow you; your strategy ensures they continue to follow you.

Multiply Your Resources

Growing companies consume resources, but well managed companies create more resources than they consume. Your growth plan must communicate what critical resources you need such as: how many more people you need and with what skills, how much cash, credit and equipment you need, and when, and in what order, you will need them?

Focus the Organization

What a magnifying glass does to concentrate the power of the sun, effective management does with the power of its people. Nothing matches the power of focus. When organized, trained, monitored and accountable for the company’s goals, your team will accomplish more in less time and with fewer resources than ever before.

Get Free of the Day-To-Day Work

What is the greatest resource in any company? It is not their customers or their cash; it is the owner’s attention! When the leader is buried in the day-to-day work of the company, this vacuum of leadership becomes the company’s most significant bottleneck.

There are responsibilities that only you can perform. Everything else should have a deadline to offload onto someone else. This unleashes your company to grow in countless new ways. And your employees will celebrate your freedom – and theirs.

Build Your Personal Wealth

“I am a good investor because I’m a good businessman. I am a good businessman because I am a good investor.” Warren Buffett

The purpose of your business is to increase shareholder value. Your business, however, is a risky investment given everything that could diminish its value. You should treat your business like any other asset in your portfolio. Invest in it liberally when the profit potential justifies it, and harvest the cash to invest elsewhere when it is not. This philosophy of Warren Buffett’s will make you rich too.

We do this through managing your:

  1. Cash flow planning
  2. Risk planning
  3. Corporate tax issues
  4. Banking, liabilities and credit issues
  5. Retirement and incentive plans
  6. Group health and employee benefits
  7. Interruption and continuity planning
  8. Buy/sell and key employee issues
  9. Succession and exit planning

The Steps

  1. Establish a baseline value of your company so you can measure the impact of your effective leadership in a meaningful way.
  2. Introduce the “flash report” that tracks everything that impacts cash so you can optimize its accumulation.
  3. Introduce the control panel, which establishes your annual plan, accelerates your confidence in making high-level strategic decisions and measures your progress on many of your System Objectives.
  4. Identify objectives in sales, marketing, operations and finance that will ensure, when executed, your annual plan will materialize.
  5. Execute the following steps to focus your team and prepare them for growth and increased effectiveness:
    1. Prepare the organization chart, job descriptions and compensation parameters so everyone gains clarity on who they report to, the results they are accountable for, what opportunities for advancement exist and what their income opportunity is.
    2. Evaluate your team to discover what training is required to elevate each team member’s performance to an 8+ ASAP (on a 1-10 scale) to optimize each person’s contribution to the annual plan.
    3. Distribute the objectives identified in #4 across your team that will move your company ahead further and faster.
    4. Make each person’s contribution to the plan transparent by having them report their key performance indicators (KPI’s) each week.
    5. Hold weekly 15 to 30 minute staff meetings that allow each team member to report on their KPI’s and the progress on their objectives.
    6. Develop a lean philosophy where waste is eliminated, bottlenecks are removed and a culture is achieved that makes anything possible.
  6. Craft your strategy. Upon completing the first five steps, you will have developed strategic advantages that you did not previously have. We now focus this new power source into the market niche(s) where we know you can hit one homerun after another.
  7. Launch your vision. Your team will now be convinced that anything is possible. Now is the time to inspire them with an exciting vision, unleash their potential and get out of their way.

Contact us to learn more about the difference this System would make in your company. We can help you quickly determine if this is a good fit for you and your team.

We Are Fortress Business Advisory

Fortress Business Advisory coordinates the perfect integration between your business and your personal finances. You will immediately experience greater confidence and control over your company’s sales, marketing, operations and financial performance as well as see each step of the way how your personal financial condition is improving.

The three Fortress companies include Fortress Business Advisory, which supports all your many complex business decisions; Fortress Financial Strategies to guide you through the maze of personal financial planning, and Fortress Insurance Services, which ensures your business and personal safety nets are always in place and secure.  We help business owners determine all their options for cutting costs, increasing employee retention and recruiting, reducing taxes, and reaching financial independence sooner with less risk.

We are happy to work with any of your current advisers you may already have in these areas.

Introducing the Effective Leader Program

build and protect your business

Fortress Business Advisory Team

Brett Andrews

Brett Andrews

Financial Consultant

Read more about Brett

Rebecca Andrews

Rebecca Andrews

Operations Director

Read more about Rebecca

Steve Meisenheimer

Steve Meisenheimer

Consultant and Business Trainer

Read more about Steve

Justin Lunde, MBA CRPC

Justin Lunde, MBA CRPC

Wealth Advisor

Read more about Justin

Robert Schnettler

Robert Schnettler

Do you work with business owners?

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Contact Info

  • 20325 N. 51st Ave Ste 134 Glendale AZ. 85308
  • 623-255-5180
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