Which businesses have productive growth options going forward?  Have resources been supplied to businesses that create value and withdrawn from those that do not? We help our clients evaluate the past, present and future expected growth and efficiency of each business unit - always considering these analyses “over the cycle” to avoid being overly pessimistic in economic troughs and optimistic in boom times.

We encourage clients to consider portfolio options such as growing strong business units both organically and acquisitively, and separating poor performers through divestitures and spin offs.  We emphasize putting assets to work when times are tough and separating assets when times are good to practice “Buy Low, Sell High”, but sometimes it's best to separate poor businesses quickly at any point in the cycle if they are attracting too much management attention away from the pursuit of growth investments.

The core services of Fortuna Advisors fall within the corporate strategy area and are organized as Advice or Process.

We apply the following simple framework: