Forte’s advisors will help you develop your strategic business plan, goals, and milestones. We bring industry-leading systems to the table to help your business run.

We will help you formulate and articulate your business plans, goals, and milestones. Have you identified your challenges and where you’re going? Let us walk alongside you as you ask and answer critical questions about the development of your business. Our advisors bring world-class tools and operating strategies to your small business to help you recognize challenges, ask hard questions, and set the bar as you move forward.

Focus Areas

Leadership Healthcheck

Forte’s Leadership Healthcheck is designed to assess the strengths and weaknesses of your business’s leadership team, determining whether leaders reflect the company’s core values, are aligned with its mission and vision, and effectively help to steer their teams in the right direction.

Leadership & Management Training

With over 60 years of combined experience, Forte management professionals have delivered results for businesses from technology and finance to logistics, and everything in between. We know how to lead organizations from 5 to 5,000 and how to get results. We’ll ask questions, share principles, and serve as a sounding board for your challenges and opportunities.

Fundraising Strategy & Support

If your company needs an infusion of cash, the Forte team can help you find it. We will guide the development of fundraising collateral—pro formas, investment decks, market research, and more—that will be needed during the due diligence phase of investor matching.


Casting (and documenting!) a vision for your company is the single most important thing you can do as a leader. And trying to operate a business without being aligned around a clear vision is a recipe for failure. Our advisors will help you craft a vision for your organization that will give you the direction you need.


Forte advisors will help you develop (and document!) your company’s strategic short-term, mid-term, and long-term goals to keep your departments and teams aligned. Whether your goal is growth or simply an overall healthy business, we will identify ambitious but achievable objectives to help you reach your milestones.