Services

We manage the daily financials for you and your business, and provide access to the best support services available. Forté brings all of the information together with consideration to cash flow, taxes, legal ramifications and your objectives. We take a holistic approach to everything that impacts your financial prosperity, and help ensure you have the advice needed to make the best decisions possible to achieve your short and long term goals.

Business and Presonal Accounting

Forté works to provide financial efficiencies both personally and professionally to maximize your free cash flow and personal savings, to help you achieve your financial goals. However, Forté does not manage your investments directly. We work with a network of top investment management professionals, or an investment firm of your choosing, to implement the investment management strategies that are right for you. Forté maintains this separation so that you have full confidence in our independent advice at all times.

Financial Analysis and Reporting

We routinely provide financial reports and analysis for your business and personal affairs, to include results against budget and historical performance. Forté will customize key reports tailored to your business as needed in order to understand key performance metrics and help you maximize performance. We can also provide detailed comprehensive analysis of specific business opportunities and ventures as needed, drawing on years of experience in launching new businesses and offerings, forming joint ventures and operating agreements, and conducting mergers and acquisitions.

Legal Support

Forté works with your legal counsel to ensure they have the relevant information needed to operate as efficiently and effectively as possible. We have access to a network of professionals who provide legal document services, patent and trademark services, employment related services, estate planning, divorce support, and litigation services as needed. Forté also has counsel on site that specializes in small business legal advice, including contract and transactional support, enabling us to provide very efficient support in those areas.

Insurance Support

We provide access to the best insurance services available through our network of brokers. Forté leverages the book of business our clients provide to ensure you get the best service with the proper coverage’s at competitive pricing for your business and personal needs. We also support and manage routine worker’s compensation and disability insurance audits so that you can stay focused on managing and growing your business.

Company Formation

Forté routinely assists in establishing new companies in the manner best suited for our clients needs. This includes drafting the proper operating and partnering agreements when applicable, selecting the best suited company organization and state of incorporation, and completing all the necessary documentation and filings.

Negotiation Support

We routinely support our clients in strategic discussions and contract negotiations for a variety of activities, to include partnering or joint venture discussions, employment and separation agreement, operating agreements, and service or product supply agreements. Our goal is to provide the support needed to help achieve the results you desire.

Account Receviable and Payable

Forté provides full charge accounts receivable and accounts payable bookkeeping support. We tailor our support to your needs to include generating and sending invoices for your business, and collecting and depositing the receivables. We also manage all vendor bills and establish an approval and payable process with you so that we handle all of the related activity, enabling you to focus on managing and growing your business.

Human Resource Support

Forté assists in helping you comply with the latest employment requirements, document retention and routine processing. These services include assistance in drafting offer letters, employment agreements, and termination agreements, ensuring the proper hiring paperwork is completed and retained, and payroll setup and processing.

Estate Planning

Forté understands that estate planning is a crucial element of a client’s well-being.  In this regard, Forte assists its clients with all elements of estate planning – insurance, living wills, power of attorneys, back-up digital and account information, and trusts and wills.  Forte coordinates with estate planning professionals, by recommendation or your own counsel, to help put the proper plans in place.

Planning and Filings

We routinely assist in developing budgets and financial forecasts to assist in business and personal planning. Forté also reports performance against budget to measure progress and assist in making the operational decisions needed to optimize performance. Forté also supports our clients will all necessary tax filings for their business and personal requirements.

Wealth Management

Forté works to provide financial efficiencies both personally and professionally to maximize your free cash flow and personal savings, to help you achieve your financial goals. However, Forté does not manage your investments directly. We work with a network of top investment management professionals, or an investment firm of your choosing, to implement the investment management strategies that are right for you. Forté maintains this separation so that you have full confidence in our independent advice at all times.

Business Consulting

The Forté team brings a deep level of experience managing a wide range of small and large businesses, operating in domestic and international markets, and working with both product and service orientated companies. We have also successfully completed over $2 billion in private equity and corporate finance transactions. In short, Forté brings the breadth and depth of operating experience together with the financial expertise necessary to deliver sound and reasoned advice. We help you navigate your challenges, grow your business, and achieve your goals.