Add value to your client relationships.
Introduce them to the experienced M&A
professionals at The Fortune Group.
The Fortune Group understands and respects the importance of the professional and personal relationships that attorneys, tax and accounting professionals, wealth managers and other advisors have built with their business owner clients. That’s why we’ve always placed a high value on partnering with trusted professional advisors to help them meet the multifaceted needs of their clients.
The Fortune Group recognizes the important role you play in ensuring your clients’ success. Our mergers and acquisitions professionals can complement your expertise to deliver outstanding results. If you have a client considering a sale or a recapitalization, or simply want to kick start the conversation about an eventual transition of business ownership, The Fortune Group can help you and your client evaluate options and navigate the transaction process with confidence.