Our goal at Fortify is:
The goal at Fortify is to help business owners maximize company value while developing and preserving legacy concerns for themselves, employees, customers, and vendors.
At Fortify, we understand the issues mid-market business owners face as they contemplate the sale of their business. Across your entire enterprise, our team of experienced experts stands ready to lend a helping and strategic hand.
Our Clients
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Companies with EBITDA between $2 million and $20 million or revenue of $10 million or more
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More than 5 years in existence
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Owners seeking to sell all - or a portion - of their stake
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Owners seeking to sell in next 1-5 years
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Similar culture and value system
Our Verticals
While very much industry agnostic, our core business is in:
Manufacturing
IT Technology
Automotive
Business Services
Professional Managed Services
Financial Services
The Prep (The Clean-Up)
“The law of the jungle is that the weak get eaten.”
--(The great) Harvey Spector
The cart can’t go before the horse. Before searching for suitable buyers, we first must prepare your company. For example, prior to selling a home, you need to make sure everything is running and looking its best. [inspection] The same is true for your business. Preparing your company for the market is no small task. The market is not a friendly environment and even potential buyers are not your friend until after the deal is closed. Buyers will stop at nothing to push down the value of your business, hoping you’ll cave-in at some point along the way. Our job is to position your business to get the highest possible multiple from the most ideal buyer.
Best practices need to be tight, polished, and cutting-edge. Technology and systems cannot be lagging. Accounting and reporting must be tidy and abundant. In short, you gain the upper hand by being prepared. We can help.
Sellers don’t know what they don’t know. Savvy buyers DO know what sellers don’t know.
The Exit
Once your business is prepped and positioned to go-to-market, our investment banking partner, will take the wheel. These trusted advisors will lead the way from valuing your business, to sourcing capable buyers, running a competitive process, and likely finishing with a successful closing. At the end of the day, the market will decide the true value of your business. Our role is to try and help you get the highest possible multiple of EBITDA or revenue from the buyer who best fits your culture and objectives.
After your acquisition is finalized, Fortify will continue to lend support by leading your integration efforts. Integration is essential to making this hand-off a success as the merged entities move forward.
You’ve spent years getting to this point. Let’s clear this last hurdle together!
About Fortify
Based in beautiful Boise, Idaho, the Fortify team is a small village of strategic thinkers and helpers – made-up of business owners, executives, and board members. And we will stand with you, by you, and for you throughout this all-important process.
Our strategic partners are spread across the country and across the world – with partners in Europe, South Africa, India, Pakistan, and Thailand. This collective effort results in a thorough, cutting-edge, well-informed process for each of our clients.
Fortify enjoys collaborative relationships with private equity firms, investment bankers, accounting firms, and other M&A advisors.
Discover. Evaluate. Enhance.
Our Partners
Arbor Capital - Johannesburg, South Africa
Arbor Capital is a leading South Africa consulting firm with arms that reach from Africa to Europe, Asia, and North America. From corporate advisory to M&A, capital, and finance, these thought leaders have provided excellent service for more than two decades. Arbor Capital is active in several verticals but their partnership with Fortify is primarily focused on operations, culture, and finance, and especially keen to industrial manufacturing, automotive, and financial services. Arbor Capital drives fresh thinking and is sure to challenge convention.
Soteria - Boise, Idaho
At frequent points throughout the process, Soteria works closely with Fortify and provides clients with a customized technology roadmap to help position them for a successful sale. Soteria will evaluate existing technology systems and teams, identify issues, and create solutions to increase the value and marketability of businesses of all types. Today’s buyer is looking for tech-driven companies with current and cutting-edge technology across the entire enterprise. For more than 20 years, Soteria has been an industry leader in corporate advisory, software engineering, cloud-based consulting services & solutions, and many additional managed services. Soteria ended 2023 with more than $13 million in annual revenue and has an international presence across North America, Europe, Asia, and Africa.
“The perfect blend of business and technology.”
TMC Associates - Boise, Idaho
TMC is a boutique strategy firm that undergirds, challenges, and assists business owners and executives in their company journey. Too often, owners find themselves locked in orbicular thought and struggling to find new ideas, solutions, and pathways. TMC is a roundtable of creative thinkers that bring innovation to age-old issues across the enterprise. For a solid 35,000 foot perspective, TMC offers QuikLook, a 4-day, on-site intensive diagnostic to review and refresh your corporate roadmap. Additionally, TMC has their 100-Day plans that can be applied to virtually any industry and acutely delve wherever needed most.
Very few can say that! Congratulations! And, as folks who have owned and sold many businesses, we get it. Your journey has likely been one of wins and losses. No doubt there were some hard days, maybe even some hard years. But, here you are. You can finally see the finish line. What a feeling!
The team at Fortify specializes in prepping and positioning businesses to head to the marketplace. Whether selling to a financial or a strategic buyer, your chief aim is to reach the highest possible value. That’s been true since the day you opened for business. All the years of sacrifice and effort now culminate with a life-changing sale – that’s been the plan. That’s been the dream! Then it’s off to the cabin or the beach, or to drill wells in Africa.
In reality, achieving that maximum payout for your lower-middle or middle market business may be harder than you might think or wish. That’s where Fortify comes in.
Would-be buyers will endeavor to hamper and drive down the value of your company – and they’ll likely have an army of price-reducing experts on their side. It’s what they do. Our job is to get your company ready to sell and keep you in the driver’s seat.
You’ve spent a long time building this entity and it means everything to you – it’s your legacy. To you, your company is more than a building or a bank account - it’s also the people. Your people. They all matter to you - your team, your customers, and even the suppliers and vendors you’ve worked with for so long. What will happen to them? And what about my company’s culture?
The two most important days in the life of your business are the day you opened and the day you’ll sell. And in between, an owner encounters and solves problem after problem to make and keep the business profitable. At some point, the last chapter unfolds and the sun begins to set. Selling well is your last item to check off.
There are just two kinds of owners: those that are prepared to sell and those that are not.
Ownership can be lonely. Few people, if any, in your company can identify with your needs and concerns. At Fortify, we pride ourselves on understanding the issues and problems an owner faces. And, at the end of the day, our goal is to help you grow, maximize, and protect the value of your business.
Our Industry Involvement
Manufacturing
Business Services
Technology, IT, Software
Managed Service Provider
Automotive
Financial Services
Commercial Real Estate
Agriculture
Medical Device
Pharmaceutical Packaging
Contact Us
Contact us to learn more about Fortify and how we can help you.
TMC Associates, LLC
Eagle, ID
Email: [email protected]
Phone: 208.514.1216