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Business Advisory Services

Do you want to hire a Chief Financial Officer (CFO), but don’t want to take on the six digit salary? Are you looking to buy or sell a company? Maybe you’re transitioning your company to the next generation or to key members of management – what is the best way to finance these transactions based on your current financial position?

The team at Fort Group can answer these questions and more.

Our business advisory services include:

  • Monthly or Quarterly CFO services

  • Merger and acquisition consulting

  • Purchase or sale of businesses

  • Conducting due diligence

  • Assisting with transaction financing

  • Cash flow preparation and analysis

  • Business valuation

  • Succession planning

  • Purchase vs. lease decisions

If you have a business concern that isn’t on the list, please contact us – we have likely seen the issue before and can help you address it.

Support you deserve. Expertise you can trust.

New Businesses and Start-ups

For new businesses and start-ups, the first meeting is on us!

Our new business and start-ups services include:

  • Monthly or Quarterly CFO services

  • Cash flow preparation and analysis

  • Business plan preparation or review

  • Review of investor presentations

  • Advice on financing alternatives including a review of potential grants and tax credits that may be available

  • Assistance with the Small Business Venture Capital Tax Credit program

  • Tax compliance including applying for the Scientific Research and Experimental Development Tax Credit

  • Bookkeeping and financial statement preparation

If any of the above catches your eye, please contact us. 

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