Growing organizations often struggle to maintain a uniform approach to decisions, but thoughtfully building alignment of strategic, financial and operational decisions to value can be the key to outperformance
HOW WE HELP

Aspirational Goal Setting
Develop a future-back perspective on what top-quartile TSR means and the level of investment needed to achieve it

Strategic Resource Allocation
Portfolio-based approach to making bold shifts in resources and capital to drive value

Planning &
Budgeting
Decoupling planning and budgeting to refocus planning on what creates value for the business, not the individual

Operating Excellence
Quantify and prioritize operational improvements that contribute to current and long-term value creation

Capital Expenditure
Adopt a cash-based approach that motivates decisions that maximize the true value creation of the asset base

Intangible Investment
Incorporate intangible investments into valuation and decision-making as the primary driver of growth

Working Capital Management
Identify opportunities to improve working capital efficiency through a comprehensive value lens

Corporate Development
Bring a single lens to evaluating the true economics of organic and inorganic investment

Share
Repurchases
Develop a value-inspired buyback execution (VIBE) policy to evaluate buybacks like any other cash investment

Activist Advisory
Adopt an activist perspective to diagnose opportunities for both value creation and value recognition
Better Decisions often means bold choices that balance the value of current earnings with investment in future growth

KEY CLIENT IMPACT

REALLOCATE TO THE WINNERS
By changing how companies evaluate resource allocation, we can build the case to meaningfully shift capital and resources in favor of the strongest contributors to long-term value
Case Study: 3x Better ROI on Reinvested Cashflow
Limited insight on what drives value leads many companies to underinvest in their best businesses
Fortuna’s insights on value allow for bold resource shifts to the highest value creating businesses

READ MORE ABOUT

BETTER DECISION-MAKING
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Like any other use of corporate capital, stock buybacks can be good or bad. I started corporate consulting in 1992 and over the ensuing three decades, I’ve worked with many ...
The 2023 Fortuna Advisors Buyback ROI Report ranks the top-performing S&P 500 share repurchase programs and details how managements created—or destroyed—value by buying back stock over the five years through ...
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Greg Milano: Hello, I am Gregory Milano, founder and CEO of Fortuna Advisors. Welcome to this roundtable discussion on measuring and managing the value of intangible assets. My main collaborator, ...
Gregory Milano, Chief Executive Officer of Fortuna, and Riley Whately, who leads Fortuna's intangibles research and advisory work, join the Workspan podcast to discuss the growth of intangible investments and ...
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Most of us know we are trustworthy and want to get our work done without having to be micromanaged. Indeed, we often work more efficiently without interference from above, and ...
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