Our Approach

Situations change. Our ability to create success does not.

Every engagement we take on brings its own particular, and often unique, challenges. But what remains consistent is our attitude in the face of such obstacles. To a person, everyone at FortéOne comes from the roll-up-your-sleeves-and-get-after-it mold. And that’s exactly what we do. We hit the ground running to find out what needs to get done and then making it happen

Each middle market business has a number of elements that must function effectively to sustain profitable growth. At FortéOne, we call these elements The Six Factors. These six factors are the DNA that enables companies to continue to grow. If they are deficient, the company will not be capable of achieving sustained, and profitable growth. Knowing both the status and scalability of these factors is essential to our work, because when a company has built strong capabilities in all of these areas, the potential for growth is greatly enhanced. At FortéOne, everything we do revolves around assisting business owners to improve the performance of their company by strengthening these six areas.

Learn more about The Six Factors.

Just to ensure you’re perfectly clear about our way of thinking, we’ve collected some common questions and answered them accordingly:

How will I know if FortéOne is right for me?

We don’t work with just anyone. And that is a statement borne of humility, not arrogance. Our senior partners meet with every business owner who contacts us in order to understand their issues in detail. If we believe we can help, we say so (and mean it). If we don’t believe we’re the answer to your problems, we’ll tell you that as well and recommend someone for you to work with that would be a better fit.

What makes FortéOne different from other firms?

Middle market businesses and large public companies are worlds apart, and our focus from day one has been exclusively the middle market. We don’t hire young MBAs and teach them how to be consultants. We hire middle market operators and merge their experience with our processes. Our executives and industry experts have been business owners and operators. So the consultants who would be working with you understand the culture in middle market firms. They roll up their sleeves and work inside your company, with your people, to help it make rapid, productive changes that quickly lead to increased profitability.

What does FortéOne know about my business and industry?

Our people have run hundreds of companies in dozens of industries. In many cases, they have already solved the very issues you are now facing. Often more than once at different firms. As for your particular business, we invest the time upfront to make sure we both understand your specific needs and will be able to help you address them successfully.

Is FortéOne low risk?

If we agree, after learning the details of your current situation and goals, that we are the right firm to assist you then the risk to you is low. Our team is led by successful middle market veterans. We work alongside you, integrating with your team to discover what could be done, deciding what should be done, and helping get it done. Most importantly, you are always in control. Of the process and the purse strings.

But let me also caution that the solution to tough company issues may require significant change. So we ask our clients to stay the course through the change process. This takes courage, but the results speak for themselves.

Why do clients trust FortéOne?

Because we have delivered for hundreds of clients over the past two decades. As previous business owners and operators ourselves, clients trust we understand their challenges, especially those unique to the middle market. And we know how to solve the toughest problems without impacting the ongoing business. But before you decide to work with us, please review some of the testimonials from past clients.

Is it true that FortéOne is available both short- and long-term?

Yes. While the bulk of our efforts take place in the first few months, we are available for as long as our clients need us. In fact, many clients continue to work with our advisory services because they trust our opinions and value our insights.

How does FortéOne provide support to business owners and their leadership team?

A core FortéOne value is that a company’s most vital assets are its people. We understand the importance of quickly building a strong working relationship with not only management teams but also individual employees. By working with us, you are making an investment in the future for yourself and your people.

What makes FortéOne a good investment?

In a word, results. Our work revolves around improving profits in both the short and long term, with a target of delivering at least two- to three-times our fees in improved profits within 18 months. In many cases, the financial results we deliver for clients far exceed these targets.

Why do privately held companies need a firm like FortéOne?

Because business is getting more complex and all the specialized skills needed over time are simply not possible for a middle market company to have on staff. As you grow, you’ll naturally encounter issues that people—even very smart people—in your firm just aren’t equipped to solve. And it can be a full-time job to run a company (or department) and a full-time job to implement needed change. The effective solution is using industry leaders and specialists, who can devote themselves to assisting you for a short time, who have already solved similar problems. Solving tough issues for middle market firms is why we built FortéOne.