Everything you need
for success…
for success…
We’ll guide you through the entire M&A process
Accelerate your success with our premier full-service business services.
From exit planning, restructuring and wealth preservation to growth strategies, business valuations
and transitioning, we’ll help you maximize your value.
Merger, Sale & Divestiture
Realize substantial rewards though the sale of your business. We help you exit your company at the right time. How, who to, and when you sell matters. We position your business best for the market
Wealth Advisory &
Transition Planning
Transition Planning
Through exit planning and wealth preservation strategies and we help you avoid obstacles that can cost you both time and money. Grow and preserve your legacy.
Growth Strategies
Increase your value. From corporate finance &restructuring to amalgamation & acquisition, our comprehensive insights help you develop and implement your strategic growth plan.
Maximize the value of your transaction
If you’re planning to exit your business in the next 3-5 years, it’s best to begin the process today.
We help business owners exit their companies at the right time.
Strategic planning gets you where you want to go…
Avalon’s Private Client Group excels at customizing M&A management and strategies for families and businesses for higher mid-cap value families and businesses. Highly confidential unbiased advisory puts the ball in your court to exit on your terms.
“Selection of the fittest is for those who truly understand the value of market intelligence.”
Plan for the unexpected…
Even if life hasn’t thrown you a curve ball yet, foresight is always better than hindsight. Healthy risk management avoids unexpected loss:
- Death, disability, divorce, disease & departure
- Partnership dissolution, legal disputes
- Economic disruption, inflation, supply chain &labor shortage
- Capital gains tax increases
- Technology advances, relevancy, obsoleteness
High-level intelligence matters
Strategic fit is everything. We identify your best integration fit to move your business to the next level:
- Business intelligence & market intelligence in real-time and current real market value
- Market Research, market intelligence tools, precision tools, resources & technology
- High-level Insights, information & actionable intelligence
- Identification, evaluation and recommendations for financial relationship opportunities and deal structures
- Geo-demographic targeting, buyer profiling & analysis, local, international & global outreach & marketing campaigns
- In-house marketing agency, design, digital communications, database marketing, print, ship & deliver
- Pres-screening, pre-qualification, ensuring the right fit for your team, clients and suppliers
- Client engagement, competitive “silent auction” process, deal tension advantage, negotiation advantage
- Transition to new partners and help to achieve the perfect fit
Business intelligence =
making smarter decisions.
making smarter decisions.
Unlock the full value of your business. Your future depends on it.
We focus on what matters most… reaching your life’s goals.
Achieving your life’s goals is just the beginning. Discover your next steps in achieving freedom.
Toronto, Canada
Austin, Texas, USA