Visualize your ideal life, no limitations. Let's make it happen.

We are not your "Typical" Business Advisor. Business Planning is full of complex intricacies that keep you bogged down in the day-to-day. Let us guide you through the complexities.

The Power of Integrated Planning

Solutions for Successful Business Owners and Their Families
It's As Easy As . . . . .

01

Discover

There are 3 Common Gaps we focus on in our discovery process.

RISK GAP

VALUE GAP

WEALTH GAP

02

Plan

We utilize a 6-Step Process to navigate the complexities of Succession & Exit Planning.

1. PROTECTION
2. BUSINESS HEALTH
3. VALUE BUILDING
4. READINESS
5. ACCELERATION
6. IMPLEMENTATION

03

Reach

Reaching your Freedom Point is TOP Priority!

WEALTH MANAGMENT

TAX PLANNING

PERSONAL PLANNING

Does this sound like you?

Lifestyle

Is this your CURRENT lifestyle?

✓ Spending 40+ hours a week working IN your business

✓ Sacrificing family time to handle business-related matters

✓ Struggling to bridge the gap in your personal and business finances

✓ Trying to decide WHEN the right time to exit is

Is This You?

Do you meet ONE (or more) of the following criteria?

➺ Have a Key Employee you don't want to lose

➺ More than 1 yr since last Valuation

➺ $1M+ Revenue with 5 or more employees

➺ Ready to Transition or Exit your business in 3-5 years+

Legacy

Who We Help!

★ Solo Business Owners

★ Buisness Owners with Shareholders

★ Business Owners with Children

★ Business Owners Caring for Elderly Parents

★ Entrepreneurial Minded Business Owners

the fortress Process ™

A 15-30 min call to learn more about you and confirm we are a good fit!

60-minute virtual discovery session.  We aim to know your business and your goals as an owner.  We are gaining insight into your challenges and successes to offer custom solutions in your planning and execution phase.

Ensuring you have protected what is likely your biggest asset.  We find savings that impact the bottom line.  We offer this review at NO COST for both Personal & Business!

Once we determine that we are a good fit for each other, a Valuation is often the first step in working with our Business Owner clients!  We are happy to get started on this process right away even if that is all you need right now. 

We determine exit readiness through assessments and strategic planning.  We are measuring goals and objectives to establish your Freedom Point.

Focusing on strategic exit pre-planning and value building.  We “sprint” every 90 days as you build and grow.  If you need assistance with your growth process or already have a coach in place, we validate your team’s overall performance, adding tremendous value!

Moving to strategic planning after utilizing exit pre-planning is the next step in the process.  Personal strategies are also integrated into the wealth management phase of exit planning. 

With your advisor in the driver’s seat, the full business advisory process stays coordinated with your plan to transition or exit.  We facilitate the Exit Team coordination, bringing all the pieces together.   

Establishing your Freedom Point and Reaching Financial Independence is where we will continue your lifestyle journey.  Coordinating with your personal financial plan, tax strategies and business advisor.  Providing the future you have always dreamed of!

We Are Here For YOU!

Questions

Need immediate assistance? We are happy to help! Our office is open M-F 9 am to 5 pm to talk to a live person!
623-755-8012

Email Us

Feel free to email us any general questions you may have! We are happy to help clarify or give direction for your business needs!
contact@fortressBusinessAdvisory.com

Schedule An Advisory Call

Need more detailed answers? Schedule a 15-30 min call to speak with a Business Professional to answer specific questions about your business!

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