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

6 Steps to Professionalize Your Sales Organization

As a sales organization grows, there often comes a breaking point where individual team members can no longer move the …

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

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

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

Why leadership alignment is so important and how to achieve it

The global marketplace is incredibly competitive, and it is getting harder and harder for middle market businesses to compete. While …

Article

Recruiting in the Great Resignation

The pandemic has created a significant shift in the relationship between employee and employer. During the height of the pandemic, …

Article

How to grow your business by growing your base of loyal customers

  When most middle market business owners think of growth, they think of sales or profit growth. But in reality, …

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

Why Some Leaders Fail to Scale Their Business

Most leaders today strive to scale their business. And why not? Bringing in more revenue and increasing the value of …

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 …

E-Book

Lean Construction

Lean Construction is a continuous improvement system that has been implemented at hundreds of the highest performing construction firms around …

Article

Middle Market Manufacturing: How to Create Impactful Change

Across the U.S. Midwest from the end of WWII to the 1980s, most towns and cities had multiple middle market …

Article

5 Instances Where Creating a New Business Strategy is Worth the Investment

For some middle market business owners, the thought of creating a new business strategy makes them want to pull their …

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 …

E-Book

Lean Construction

Lean Construction is a continuous improvement system that has been implemented at hundreds of the highest performing construction firms around …

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

Recruiting Executive Talent for the Middle Market

Challenges Faced in Upgrading Middle Market Leadership The most common issue we encounter when working with Middle Market companies is …

E-Book

The Value and Characteristics of a Competent CFO in Middle Market Companies

Having worked with hundreds of middle market companies over the past 20 years, FortéOne has learned that a competent Chief …

E-Book

A Guide to Effective Sales Leadership

What does it take to increase a company’s top line? There are a number of steps you can take, but …

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. …

E-Book

Voice of the Customer

Studies show that acquiring a new customer can be anywhere from five to 25 times more expensive than retaining and …

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 …