Your Business Advisor for Succession & Exit Planning. ™

We empower business owners like you to reclaim your time and design a personalized exit strategy on your terms. Our comprehensive, integrated business planning examines every aspect of your business to set you up for lasting success.

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

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

Know Your Business Health

  • 4 Value Report – Asset, Equity, Enterprise & Liquidity
  • Business Coverage Recommendations
  • Market & Economic Analysis

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

Growth & Exit Plan

  • Business Value Optimization
  • Exit Strategy Development
  • Integrated Personal and Business Financial Strategies

Financial Independence

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

Proactive Tax Strategies

  • Taxes: Your Largest Expense in Retirement
  • Managing Market Volatility
  • Tax Planning vs Tax Advice
  • Tax Planning = Tax Reduction
  • Business and Personal Taxes
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.