Business Strategies: Exit Planning, Valuations, and Tax Reduction Strategies


YOUR VISION IS OUR MISSION™

Grow Your Business
Grow Your Business With Confidence
multiply cash
Multiply Cash Flow
Exit on your terms
Exit Your Business On Your Terms

Our Specialties

FORTRESS BUSINESS ADVISORY helps business owners reach the next level of their vision whether through growth or planning to exit at a maximum value.  “Your Vision is Our Mission”.  As a result, owners have the necessary education and financial foundation that will focus on profitability and achieve the best results when they are ready to exit their business. 

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.  

DISCOVER, PREPARE, DECIDE

Protection & Risk Management

  • Business and Personal Insurance
  • Key-man Coverage
  • Buy/Sell Agreements
  • Portfolio Management
  • Comprehensive Risk Analysis

Valuation

  • Your Fair Market Value
  • Expose areas of Growth, Gaps and Risk
  • Determine Your Baseline
  • Start Your Planning Process
  • Custom Valuation Report & Insurance Report

Exit Blueprint

  • Gap Analysis
  • Financial Snapshot
  • Operational Analysis
  • Personal and Business Readiness
  •  Value Range
  • Custom Blueprint Report

Owner Based Planning Strategies

  • Impact of Disruption
  • Importance of Timing
  • Partnership Agreements
  • Profit Distribution
  • Minimum Requirements
Succession Planning & Business Continuity

Value Building & Exit Strategies

  • Profit, Revenue, and Cash Builder
  • Exit Planning
  • Lifestyle vs Value Creator
  • Tangible vs Intangible Assets
  • 90-day Workshops
  • Virtual CFO
  • Virtual COO

Exit Implementation

  • Exit Planning Team
  • Advisor Resources
  • Internal vs External Selling
  • Asset Sale
  • Transfer Sale
  • Buying a Business

Proactive Business Tax Planning

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

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.

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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!