What We Offer/ Our Value

We are uniquely differentiated as a prepared, organized, and eager husband-and-wife partnership team for business acquisition. We choose to focus on personal relationships with a true desire to understand the history and values of a business. We bring our expertise, with complementary skill sets, making it easy to get work done. The core value of Fortunata is family and that is how we perceive all those we work with, no matter the capacity. Our goal is to continue your business legacy as a part of our family legacy.

Sellers

  • Commitment to honor the legacy of your business

  • Deep desire to learn the history and motivating factors of creation

  • Focus to grow the business and improve efficiencies

  • Create and continue great culture

  • Foster a relationship with the individual seller for continued success and longevity

  • Flexible deal models mutually beneficial to all parties

Partners

  • Commitment to be an integral part of business growth, operations and established efficiencies utilizing our skill set.

  • Regular contributing ownership responsibilities to scale the business successful

  • Willingness to own specific segments for growth achievement

  • SKILLS

    • 12+ years in product and brand marketing, P&L management, sourcing, B2B sales, and account management (Michelle)

    • 12+ years in compliance and risk management with experience managing large teams in operations, data analytics, and software development (Tyler)

  • Opportunity to gain business experience (enhance strengths and strengthen weaknesses)

Employees

  • Primary goal of retaining and rewarding existing employees

  • Equity investment program for senior management

  • Career development and cross training opportunities for high performers