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.™
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
We Want to Hear From You
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Brett Andrews
Exit planning expert
Tara Groody
Operations Expert
Rebecca Andrews
Insurance expert
Our team of experts is available to answer any questions you may have about your business needs.