Fortis Wealth partners with business owners as they grow, and exit, their businesses.

We have built a unique and affordable practice that is designed to assist business owners in the growth and exit stages of their company’s life-cycle. We identify growth opportunities and provide outsourced business development services, as well as pre and post exit consulting services, to accomplished business owners and promising entrepreneurs who operate in a wide variety of industries.

Through a combination of Fortis’ Business Growth Accelerator, Wealth Management, and Family Office practices we help our clients realize and retain the full value of the financial and sweat equity in their businesses.

Fortis Business Growth Accelerator’s team of experienced business advisors provide the following services:

  • Business value-driver analysis and help with refining the business model
  • Technology commercialization and innovation advice
  • Help with identifying potential sources of growth capital
  • Crafting potential investor positioning and pitch
  • Potential customer relationship introduction(s)
  • Help with identifying potential strategic partners, acquisitions, acquirers and joint venture opportunities
  • Government grant writing assistance
  • Earned-media and thought-leadership coaching
  • Personal wealth preparation for personal liquidity event and/ or business exit
  • Pre-exit personal tax planning

In addition, we offer the following benefits to our Business Growth Accelerator clients:

  • Networking opportunities among Fortis’ extended network of senior venture capital, private equity and middle-market investment banking professionals
  • Preferred rates for premium third-party legal, accounting, branding, marketing and public relations services
  • Introductions to relevant mission-driven organizations that exist to further the progress of entrepreneurial companies
  • Access to a national network of business owners and experienced entrepreneurs who are interested in joining advisory boards

Let’s talk about how we can help. Contact us at jchurchill@fortis-wealth.com or 610.517.8188