Insights
A deeper dive into what drives middle market success in Family and Private Equity owned companies.Our team of experienced, multi-industry veterans at FortéOne have assisted hundreds of middle market businesses, just like yours. We hope you find their insights interesting and valuable for your company.
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The Position of Choice
The Founder’s Trap occurs when a leader is so essential to a company’s day-to-day operations that the business requires their continued daily involvement to sustain and grow. Until they escape that role, the Position of Choice will remain out of reach. …
Seven Signs Your Company Performance Is a Real Problem
Every business experiences dips in profits and stalled growth throughout its lifecycle. Though nerve-racking, these natural ebbs and flows in …
3 Ways Middle Market Construction Companies Can Improve Financial Performance
In the construction industry, the finance and accounting functions of middle market companies often operate in a way that results …
Six Signs Your Portfolio Company Needs Leadership Assistance
In a perfect world, private equity investors are able to sit back after purchasing a promising portfolio company and wait …
The End of Globalization: Creating Value in a Storm
The fourth piece in our “End of Globalization” series discusses the challenges (and ways forward) for creating enterprise value in uncertain times. …
“Air Cover” for the Poor Performers and Uninformed
Fortunately for all the mediocre performers out there, there’s a sea of excuses coming for you to hide behind. I …
Culture Eats Strategy for Breakfast, But the Category Leader Consumes All
We’ve all heard the famous Peter Drucker saying “Culture eats strategy for breakfast.” This means that the Culture of your company …
Demystify Change Management in the Middle Market Before you go Extinct
It is a full-time job to lead a company and a full-time job to change it. Seeking outside help for Change Management initiatives means that you are ready to take your Middle Market business to the next level. …
How middle market construction companies can unlock millions in cash
It is rare for a middle market construction company to have company-wide visibility into cash flow in a way that …
Financial metrics and reporting best practices in the construction industry
Profit fade has been plaguing the construction industry for years. Companies start the year with high expectations, but as individual …
$85MM Protein Manufacturer
Working with the Family Board to return company to profitable status in order to sell at the highest value. …
Why Strategy is Essential to Privately Held Company Success
In our work, we have met owners and management teams at hundreds of privately held middle market companies. Most all …
How family-owned, middle market businesses can prepare their business for sale
You may think that running your business and preparing it for sale require different skill sets, and for some companies …
Preparing Your Private Business for Sale
Once you officially begin the process, selling your business can take between six and nine months, on average, to complete. …
How to Achieve Position of Choice
As a business owner, you want to develop options for how you position your business as it grows. Will you …
$180MM Industrial Components Manufacturer
Keeping up with the demands of a large customer was taxing production capability and created concern about losing the customer if delivery expectations were not met. …
$260MM Snack Food Manufacturer
Working alongside business owners and Investment Bankers to implement change and demonstrate improvements that add value. …
$85MM Protein Manufacturer
Working with the Family Board to return company to profitable status in order to sell at the highest value. …
