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?
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The team at Fort Group can answer these questions and more.
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Our business advisory services include:
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Monthly or Quarterly CFO services
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Merger and acquisition consulting
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Purchase or sale of businesses
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Conducting due diligence
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Assisting with transaction financing
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Cash flow preparation and analysis
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Business valuation
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Succession planning
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Purchase vs. lease decisions
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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.
The place to be.
New Businesses and Start-ups
For new businesses and start-ups, the first meeting is on us!
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Our new business and start-ups services include:
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Monthly or Quarterly CFO services
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Cash flow preparation and analysis
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Business plan preparation or review
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Review of investor presentations
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Advice on financing alternatives including a review of potential grants and tax credits that may be available
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Assistance with the Small Business Venture Capital Tax Credit program
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Tax compliance including applying for the Scientific Research and Experimental Development Tax Credit
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Bookkeeping and financial statement preparation
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If any of the above catches your eye, please contact us.