Business Planning for Business Owners & High Income Earners
YOUR VISION IS OUR MISSION™
Our Specialties
FORTRESS BUSINESS ADVISORY helps Business Owners navigate the complexities of Business Planning with our 6-step process.
As Entrepreneurs themselves, our Business Specialists know the challenges of owning a small business. We have utilized that experience and our coaching expertise to help various firms achieve their personal goals.
Build & Protect Assets – Create the Lifestyle You Want – Reduce Risk & Lower Taxes
Future Proof Your Assets
- Business and Personal Coverage
- Key-man Coverage
- Buy/Sell Agreements, etc.
Your Business Health
- 4 Value Report – Asset, Equity, Enterprise & Liquidity
- Business Coverage Recommendations
- Market & Economic Analysis
Pre-Planning & Owner Based Strategies
- Personal Wellness & Life After Plan
- Personal and Business Readiness
- SDE & Growth Factors
- Owner Centric Planning
- Succession & Continuity
- Time Triangulation
- Establish Freedom Point
Growth & Exit Plan
- Value Building
- Strategic Exit Planning
- Personal Financial Strategies
The Sale
- Freedom Point Achieved
- Exit Planning Team – M&A, Business Broker, Bankers, CPA, Attorney, Advisors
- Wealth Management
Proactive Tax Strategies
- Biggest Expense When You Retire Will Be Taxes
- Market Volatility
- Tax Planning vs Tax Advice
- Tax Planning = Tax Reduction
- Business and Personal Taxes
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Brett Andrews
Exit planning expert
Tara Groody
Operations Expert
Rebecca Andrews
Insurance expert
Our team of experts is available to answer any questions you may have about your business needs.
Drop us a line and we will be in touch soon!…..or you can schedule a call to speak with our Business Specialist click on the link below.
There is no charge or commitment to our services, we look forward to learning more about you and your business!