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Over the years, the firm’s professionals have found that the most productive relationships evolve out of early, exploratory discussions with prospective clients that allow both parties to get better acquainted, professionally and personally. This process enables The Fortune Group to evaluate the feasibility—financial and strategic—of a proposed transaction. Such discussions are an important part of the firm’s ongoing activities and are treated accordingly. They are held in strict confidence and do not carry any obligation on the part of the prospective client to enter into a transaction or relationship with the firm.

The Fortune Group is always pleased to accommodate the occasional request by prospective clients that their other professional advisors, including lawyers and accountants, participate in these preliminary discussions when appropriate.