Business Strategies: Exit Planning, Valuations, and Tax Reduction Strategies
YOUR VISION IS OUR MISSION™
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
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
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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.
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!