At Fortis Financial Group, we understand that selling your business is both an emotional and financial decision. It is likely to be the largest financial transaction of your life and whether you are preparing to sell the business (3-5 years out) or ready to sell the business we are here to assist.
Our team can help prepare your business to optimize and maximize your exit value. We can also assist in the deal process to ensure that the various financial portions are appropriately covered, and money is not left on the table.
Unlike most firms we have significant experience in M&A and will work alongside you not just manage the assets once the transaction is complete. We will go through the entire process and be your guide towards an optimal transaction to ensure all of your long-term goals are met.
The team will work alongside you with the transaction and ensure that your overall personal goals are going to be met. Most firms have one piece of the puzzle (accounting, transactions, wealth management). We cover it all
We have significant M&A experience with (i) private deals, (ii) corporate deals and (iii) private equity transactions
As an independent RIA, we always put your interests first
We have an accounting team that can help prepare you for the transaction not just manage the assets after it is sold
Whether you're preparing to pass your business to family, partners, or a third party, our succession planning process helps preserve enterprise value while aligning with your personal financial goals. We guide you through a strategic roadmap that includes leadership transition, ownership structure, business continuity, and estate considerations—giving you peace of mind throughout your succession journey.
Succession planning often involves complex ownership and equity arrangements. We help you navigate transfers of shares, equity agreements, and multi-generational structures to ensure a smooth transition with minimized tax exposure. Our tailored approach provides clarity for both current and future owners while preserving the value you've built.
The earlier you plan, the more options you have to reduce the tax burden associated with a business handoff. Our team of CPAs and advisors collaborates with you to design tax-efficient succession strategies—whether gifting, selling, or gradually transferring ownership—often years before a formal change in control.
Once a succession event occurs, we help you shift from being an active business owner to a financially independent individual or passive stakeholder. Our post-succession wealth planning helps you develop a personalized portfolio strategy that supports retirement, family goals, new ventures, or philanthropic initiatives.
Succession isn’t just about business continuity—it’s about what comes next. Our legacy planning services help you define and fund causes that matter to you. Whether it’s through a family foundation, impact investing, or guiding future generations of entrepreneurs, we help ensure your values live on.