© 2019 by FortéONE        www.forteone.cominfo@forteone.comTel: 847-291-9944 | Fax: 847-291-9955

North Shore (HQ): 500 Skokie Blvd, Suite 515 | Northbrook, IL 60062​    Chicago: 200 S Wacker Dr, Suite 3100 | Chicago, IL 60606


Leadership, systems, and reporting. Informed decision making with accurate & timely financials

The ability to make informed decisions requires a strong foundation of timely and accurate data, which is often missing in companies that have changed over time.  At FortéONE, we combine finance with operational and leadership experience. We assist our clients with quickly developing the organization, financial processes, and performance metrics they need to monitor their business and improve their competitive position.



FortéONE has great financial people who work alongside our clients to assess the current financial systems and processes, and then put a plan in place for improvement. We are also an implementation firm and not afraid to roll up our sleeves and dig into the detail. It’s how we make change happen, working alongside our clients.

Sufficient Liquidity

  • Are receivables, payables, inventory, etc., being tracked?

  • Are there adequate lines of credit and bank relationships if needed? Is there a “liquidity disaster” plan?

Financial Trends that build Enterprise Value

  • Is monthly reporting timely (<10 days)? Are variances analyzed?

  • How do financial ratios compare to the industry? Does the Finance department restate data? Why?

  • Are your pricing processes based on the market or internal cost?

Structure and Resources for Success

  • Do company systems and talent ensure accurate financial data?

  • Are financials audited/reviewed?


The Outcome? Timely and accurate data that drive decision-making as well as enhance liquidity and profitability, build enterprise value, and optimize margins. 

Recent Engagements

International Industrial Components Manufacturer

New CEO needed financial leadership following a tuck-in acquisition, the installation of a new ERP, and an inability to issue timely and accurate reports. We provided an experienced CFO who fixed the above issues, and also functioned as a Project Manager for the ERP implementation. He works alongside the CEO and will remain with the firm until it sells in 2017.

National Protein Processor

Firm had multiple new client opportunities requiring large capital investments. The firm wanted a planning capability to model forward looking scenarios. FortéONE built financial tools to model the impact of large new clients, and interfaced these tools with their ERP systems. These tools are now part of the annual planning process, and new business modeling which will support growing profitable new clients and avoiding capital investments in unprofitable opportunities.

National Food & Consumables Distributor

Multilevel marketer struggling with annual losses from reduced revenues and high internal costs. Prepared a company wide growth/turnaround plan which was adopted by the firm. Reduced staff and other expenses by $9MM annually, changed consultant promotional programs, raised prices on 26 items (first time in history), and developed a cash flow/profit monitoring tool used by all managers. Firm on track to make money in 2017.


FortéONE Team - Example Finance Experts

CFO with 20 years of financial analysis and managerial accounting experience for consumer products and manufacturing; previous companies include: Redcats USA, J. Jill Group, and Woman's Apparel Group


Financial and Operations leader with 40 years' experience in global manufacturing and distribution companies; previous companies include: Sloan Valve, Potomac Corporation, and Crescent Cardboard Company


CFO, CPA, and strategic leader with 35 years’ experience in strategy, finance, construction, and consulting; previous companies include: Kohler, McGuire Furniture, LaBudde Group, and Richardson Industries

Contact us today to learn more about our services and how we can help you with your corporate Finance.