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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Article

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. …

Article

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 …

Article

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 …

Article

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 …

Article

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. …

Article

“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 …

Article

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 …

Article

SmartScale Protocol to Optimize Processes

Are you an innovator looking to unlock unrealized profits and establish a firm foundation for future growth? Are you looking …

Article

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. …

E-Book

SmartScale Sustainable Scaling

Are you motivated to change the game in your industry? We create value in a different way. Our approach, called …

Article

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 …

Article

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 …

Case Study

$85MM Protein Manufacturer

Working with the Family Board to return company to profitable status in order to sell at the highest value. …

Article

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 …

Article

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 …

E-Book

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. …

Article

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 …

Case Study

$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. …

Case Study

$260MM Snack Food Manufacturer

Working alongside business owners and Investment Bankers to implement change and demonstrate improvements that add value. …

Case Study

$85MM Protein Manufacturer

Working with the Family Board to return company to profitable status in order to sell at the highest value. …