Every Client Deserves the Best Possible Team
Unfortunately, too many middle-market business owners head to market in an ill-prepared fashion. Using a team of generalists is no way to take on the biggest opponent of your life - the buy-side. At Fortify, we know the formula for success - and how to implement it. We know the key players, tasks, and moves to make. And, we like to include trusted financial planners and advisors in the process.
Too many business sellers come to us in frustration after a failed sale or a poor outcome. Wrong assumptions accelerated by overconfidence lead to surprisingly weak results.
Our team of M&A experts, headed by a Harvard MBA, will be hands-on at every step. No associates, no middle layer. Every client deserves our very best, and that's what they'll get.
3 Myths about Investment Bankers
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Investment bankers are fully aligned with their client's interests.
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Sophisticated financial models guarantee good M&A outcomes
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Investment bankers have deep insight into business operations
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Our Verticals
While very much industry agnostic, our core business is in:
Manufacturing
IT Technology
Automotive
Business Services
Professional Managed Services
Financial Services
Our Advisor Training
- "I don't want to be an exit planner" -- typical mindset of the advisors we partner with
- Partners include financial advisors, planners, agents and CPAs
- Three levels. Three earned badges.
A streamlined learning path that builds practical exit-readiness skills—faster and more efficient than traditional programs – at no cost to advisors - Help business-owning clients see best possible outcome
Tools and frameworks to help facilitate improved business value and sale outcomeswithout becoming an exit planning specialist. - Become the deal team leader, not the technician
Gain just enough depth to start the conversation and then confidently quarterback attorneys, CPAs, bankers, and other advisors. - Built for real advisor practices
Practical, client-ready training designed to integrate immediately into your existing business.
Learn More: email us at [email protected]
Our Services
- Selling a business
- Acquiring a business
- Strategic planning
- Valuations
- Valuation Makeovers
- Fractional CEO, CFO, COO, board assistance
About Fortify
Founded in 2021, Fortify is a dynamic strategic advisory firm headquarted in the vibrant city of Boise, Idaho. Our team comprises expert advisors-- each a seasoned business owner-- bringing first-hand entreprenurial experience to every engagement. As a close-knit "village" of strategic thinkers, including business owners, executives, and board members, we deliver tailored, high-impact solutions.
Fortify partners with wealth managers, financial advisors and CPA professionals to drive strategic growth and successful transactions. Rooted in Boise's inspiring landscape, we blend local insights with global experience to empower our clients' ambitions.
Discover. Evaluate. Enhance.
Our Partners
Financial Services
Managed Professional Services
Medical
Technology
Manufacturing
Contact Us
Contact us to learn more about Fortify and how we can help you.
Fortify Global Partners, LLC
Boise, ID
Email: [email protected]
Phone: 208.514.1216