Your Business Advisor for Succession & Exit Planning ™

We help business owners like you take back your time and create a plan to exit on your terms. Our comprehensive, integrated business planning looks at ALL aspects of your business!


YOUR VISION IS OUR MISSION™

Business & Personal Planning for Business Owners
Exit with Maximum Value
Succession & Continuity Planning
Grow, Manage & Protect Assets
Exit with Maximum Value
Reduce Risk & Lower Taxes

Our Specialties

FORTRESS BUSINESS ADVISORY helps Business Owners navigate the complexities of Business Planning with our 6-step process.  

As Entrepreneurs themselves, our Business Specialists know the challenges of owning a small business. We have utilized that experience and our coaching expertise to help various firms achieve their personal goals.  

Build & Protect Assets – Create the Lifestyle You Want – Reduce Risk & Lower Taxes

Future Proof Your Assets

  • Business and Personal Coverage
  • Key-man Coverage
  • Buy/Sell Agreements, etc.
Learn More About the Risk Gap

Know Your Business Health

  • 4 Value Report – Asset, Equity, Enterprise & Liquidity
  • Business Coverage Recommendations
  • Market & Economic Analysis
Start Your Valuation Process
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Pre-Planning & Owner Based Strategies

  • Personal Wellness & Life After Plan
  • Personal and Business Readiness
  • SDE & Growth Factors 
  • Owner Centric Planning
  •  Succession & Continuity
  • Time Triangulation
  • Establish Freedom Point
Pre-Planning Readiness

Growth & Exit Plan

  • Value Building 
  • Strategic Exit Planning
  • Personal Financial Strategies
Your Value Gap
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Financial Independence

  • Freedom Point Achieved
  • Exit Planning Team – M&A, Business Broker, Bankers, CPA, Attorney, Advisors
  • Wealth Management
Your Wealth Gap

Proactive Tax Strategies

  • Biggest Expense When You Retire Will Be Taxes 
  • Market Volatility
  • Tax Planning vs Tax Advice
  • Tax Planning = Tax Reduction
  • Business and Personal Taxes
Learn More
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FREE DOWNLOAD

Download: The Owner's Metric
While you can’t buy happiness, you can buy personal freedom. It comes from building enough wealth that work becomes a choice. What’s the fastest way to attain the feeling of true freedom? Focus on the one number you need to be truly free – the ultimate Owner’s Metric.

We Want to Hear From You!

Fortress Business Advisory LLC, needs the contact information you provide in order to contact you about our services. You may unsubscribe at any time by sending an email. We are also committed to your privacy; we never solicit or sell your information. Ever.

Brett Andrews

Value Building &
Exit planning expert

Tara Groody

Business Analyst &
Operations Expert

Rebecca Andrews

Protection/Risk Analyst &
Insurance expert

Our team of experts is available to answer any questions you may have about your business needs. 

Drop us a line and we will be in touch soon!…..or you can schedule a call to speak with our Business Specialist click on the link below. 

There is no charge or commitment to our services, we look forward to learning more about you and your business! 

Schedule Appointment Online