Business Advisor for Valuations, Growth, Succession & Exit Planning

Grow, Protect, and Maximize Your Business Value — Then Exit on Your Terms.

We help business owners plan for financial independence. Our integrated approach reduces risk and ensures your business growth planning & exit strategy is set up for results!

Your Vision Is Our MissionTM

The Fortress Mission.

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At Fortress Business Advisory, we understand that your business is more than an asset—it’s your life’s work.

We partner with you to align your business performance with your personal "Freedom Point," ensuring that when you're ready to step away, you do so with total financial confidence.

We seamlessly integrates your business and personal finances, giving you greater control and confidence in your sales, marketing, operations, and financial performance.

Why Choose Us

Helping Businesses Achieve Their Goals

Fortress Business Advisory is a Glendale, Arizona-based firm specializing in business appraisals, exit planning, and growth strategies for small business owners nationwide.

We help entrepreneurs understand their business’s true value, develop strategies for growth, and navigate the complexities of exit planning. Our expertise in valuations ensures accurate assessments, whether for sales, mergers, or strategic planning.

The Four Pillars of Your Business Fortress

The Four Pillars of Your Business Fortress

Accurate valuations are the foundation of every strategy. We provide data-driven appraisals to help you understand your true market position.

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Increase revenue, reduce tax "leakage," and optimize operations. We implement strategies that make your business more profitable today and more attractive to buyers tomorrow.

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Whether selling to a competitor, an employee (ESOP), or a family member, we work with you. We navigate the complexities to ensure you exit with maximum value.

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Plan Your Exit

Knowledge is your best defense. Access our "Knowledge Vault" of flipbooks, infographics, and videos designed to turn entrepreneurs into sophisticated legacy-builders.

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Our Specialized 6-Step Process

Step 1:

Pre-Planning & Freedom Point

Step 2:

Business Health & Time Triangulation:

Step 3:

Growth & Maximization:

Step 4:

Future-Proofing & Risk Gaps:

Step 5:

Proactive Tax Alpha:

Step 6:

Financial Independence & Transition:

Ready to grow your business and make confident, informed decisions for the future?

The first step is knowing the value of your business.

Profit Gap
Value Gap
Wealth Gap

The Profit You're Sacrificing by Not Operating at a Best-in-Class Level

Formula: Best-in-Class Profit at Your Sales Level – Your Actual Profit
  • Profit is best defined here as EBITDA (Earnings Before Interest, Taxes, Depreciation, and Amortization).
  • To ensure an apples-to-apples analysis, your actual EBITDA should be re-casted or adjusted for:
    • Extraordinary or one-time events.
    • Discretionary expenses tied to the owner.
    • Expenses currently above or below market rates.
What good could you do in the business with that extra flow?

The Business Value You're Sacrificing by Not Operating at a Best-in-Class Level

Formula: Best-in-Class Value – Your Actual Business Value
  • The basis of Best-in-Class Value begins with the Best-in-Class Profit (determined in the Profit Gap analysis).
  • The Best-in-Class multiple is applied to the Best-in-Class Profit.
  • Your actual value should be based on your actual re-casted or adjusted EBITDA.
How quickly would narrowing your Value Gap close your Wealth Gap?

The Additional Wealth You Need to Accumulate to Meet Your Goal

Formula: Net Worth Goal – Your Current Actual Net Worth
  • Crucial: Do not include the value of your business in your current net worth calculation because:
    • It is not easily converted to cash.
    • You may or may not convert it into cash depending on your exit path.
  • As you consider your net worth goal, identify:
    • What you truly need to live your life.
    • What you want for legacy/luxury.
How Will You Bridge the Gap?

Meet Your Business Advisory Team

Brett Andrews
Sr. Business Strategist
CWS®, CExP™, CEPA®

Tara Groody
Sr. Business Analyst

Rebecca Andrews
Sr. Protection/Risk Analyst

Your Business Questions, Answered.

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How Much Is My Business Worth?

At Fortress Business Advisory, we partner with small business owners to deliver precise, data-driven valuations. By leveraging financial analysis and market trends, we provide insights that empower informed decision-making and drive future growth.

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How Do I Grow My Business?

  • Sell my business to a third party?

  • Sell my business to a competitor?

  • Employee Buyout (ESOP)?

  • Sell my business to a family member?

  • Liquidate my business?

  • Maintain my business?

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How Do I Sell My Business?

We help business owners increase revenue, reduce taxes, and enhance profitability by optimizing operations and identifying key growth opportunities. Our tailored strategies ensure long-term success.

FAQS

Do I need a business advisor?

If you're facing challenges in scaling, planning an exit, struggling with financial management, or simply want to optimize operations, a business advisor can provide valuable insights and strategies.

Why is a business valuation important?

A valuation helps business owners understand their company’s worth, whether for selling, securing investors, planning for retirement, or succession planning.

How is a business valuation calculated?

Valuations consider financial statements, market conditions, comparable sales, revenue multiples, and industry-specific factors.

How often should I get my business valued?

It depends on your goals, but it’s recommended at least every few years or when preparing for a major transition like selling, merging, or bringing on investors.

When should I start exit planning?

Ideally, 3–5 years before you plan to exit, but the earlier, the better. Good planning maximizes your business's value and ensures a smooth transition.

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