Who We Work Best With

Business Owner’s that are looking to maximize growth and strategic planning to reach financial independence. 

What are the steps?

#1 - Protection

RISK ANALYSIS

* Insurable and Non-Insurable Risk
* Integrated Planning
* Wealth, Tax & Risk Readiness
* Exit Map Assessment

#2 - Your Business Health

KNOW YOUR NUMBERS

* Asset, Equity, Enterprise, & Liquidation
* Business Insurance Coverage Recommendations
* Market & Economic Analysis

#3 - The Growth Plan

MAXIMIZE GROWTH

* Growth Implementation
* Strategic Exit Pre-Planning
* Personal Financial Planning
* Compliment & Validate Growth Coaching

#4 - Your Exit Readiness

BLUEPRINT YOUR BUSINESS

* Personal Wellness & Life After Plan
* Personal Readiness to Exit
* SDE & Growth Factors
* Owner Goals & Objectives
* Time Triangulation
* Establish Freedom Point
* Owner Centric Planning
*Succession & Continuity Planning

#5 - The Exit Plan

ACCEL TO EXIT

* Strategic Planning - 90-day sprints
* Personal Financial Strategies
*Tax Planning

#6 - The Sale

PLAN FOR THE SALE

* Freedom Point Achieved
* Exit Planning Team - M&A, Business Broker, CPA, Attorney & Advisors
* Wealth Management

What is the Pricing?

The Pre-Planning package

☆ Includes Business Valuation & Full Reports

☆ Includes Business Owner Monthly Sessions

☆ All Inclusive Business Blueprint Focusing on Succession & Continuity.

Cost: $7000

The Accelerated Package

☆ Includes Advanced Business Planning Focused on Growth & Exit Planning

☆ Includes Advanced Business Owner Monthly Sessions

☆ In Person or Virtual Quarterly Engagements

Cost: % of Value - call for details

The Freedom Package

☆ Includes Personal & Business Wealth Management

☆ Includes Business Advisor Guided Tax Advice

☆ Reach Your Financial Independence

Cost: % of Assets Under Management - call for details

We Offer Individual Services Too!

risk
" A Must Have" Get started with no obligation. We offer our FREE Risk Analysis as a stand-alone service for anyone any time. Personal and Business review is included!
RISK ANALYSIS
Complimentary
Business-Valuation-Client
"Highly Recommended" Need a Valuation? We offer this service as a stand-alone as well! Full Business Valuation with report delivery.
BUSINESS VALUATION
$2000 annually
staffging-challenges-scaled
"Vital to Success" Business owners looking to build on strategic business education and peer collaboration. Virtual sessions to maximize your day-to-day efficiency.
BUSINESS OWNER SESSIONS
$500 per month

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!