Uncovering Hidden Value That Others Overlook
We provide financial and operational expertise to move your business forward.
About us
Avant® Advisory Group provides solutions that establish a path to financial and operational excellence tailored to your needs. You’ll receive the expertise, collaboration, and support necessary to overcome challenges, secure value by helping you achieve your strategic, financial, and operational goals.
How We Help
Your Strategic Growth Partner
Avant® Advisory partners with organizations to drive value via strategic growth, operational excellence, and financial success. For over 25 years, our team of credentialed experts has guided companies through periods of change, challenge, and opportunity.
Solving Your Challenges
Securing value in Mergers and Acquisitions: Our approachable team assists in identifying the pros, cons, and risks of mergers and acquisitions. We provide unmatched expertise and guidance through every step of the process, to ensure a seamless transition and optimal results.
Revitalize And Thrive
We offer distressed or underperforming companies a comprehensive suite of services, including financial restructuring, operational turnarounds, cash flow improvements, revenue enhancements, profitability and performance improvement. Our strategies are designed to drive profitability and increase value strategically, operationally, and financially.
Our Services
Merger & Acquisitions
Advisory
We help private equity firms, family offices, and corporate acquirors identify the pros, cons, and risks associated with M&A transactions.
Forensic, Fraud & Investigations
Avant provides financial forensics, fraud, corporate investigations, and dispute resolution services.
Avant-EdgeTM Profitability/EBITDA
Improvement
We are driven to help middle-market companies improve Profitability and Performance.
CFO Services & C-Suite
Interim Management
We provide interim executives for middle-market companies during transitions.
Turnarounds & Financial Restructuring
For distressed or underperforming companies, Avant® Advisory Group offers a comprehensive suite of solutions to revitalize your operations and secure value.
Avant-Edge™ Advantage Wellness
Avant® provides nearly 100 health/wellness-related pre-tax employee benefits, including a Universal Life Insurance policy, at no incremental cost due to an IRS, DOL, and DHS-approved program.
Who We Serve
Our Clients Include
- Private Equity Firms & Family Offices
- Banks & Alternative Lenders
- Middle-Market Companies
- Attorneys & Law Firm
Avant® Advisory is your expert to assist your organization in navigating complex situations such as in mergers & acquisitions, financial distress, or operational problems. Whether you’re looking for experienced professionals who can help identify the pros and cons of your M&A transactions, perform operational diligence, or assess financial quality of earnings, we have you covered.
Let’s work together.
Avant® Advisory Group partners with investors, capital providers, and other professionals across multiple industries.
Areas of Expertise
Avant® Advisory can support you in multiple areas such as financial restructurings, operational turnarounds, profitability/EBITDA & cash flow improvement, cost reduction, revenue generation, and overall improvement of your business operations. Our certified and highly experienced experts have the experience to guide you forward and achieve success.
We’re here for you when you require urgent response and immediate action to secure value. We can assist in the following:
Financial Diligence Case Study 2
Purchase Price Reduction Resulting from EBITDA Diligence Adjustments and Working Capital Shortfall.
Documents
Avant® Advisory
Group Capabilities
Avant Turnarounds & Restructuring
Avant-Edge™ Profitability/EBITDA Optimizer
News
The 4th Annual Distressed Forum for Bank Special Assets (West)
Join Jim Davidson and an expert panel discussing utilization of…
The Most Dynamic Business Executives To Watch In 2024
Jim Davidson of Avant Advisory Group is featured on the…
We Invite You to Join Avant Advisory Group in Supporting For The Children in Avant’s Sponsorship of the 2024 Gala.
As it has done over several years, Avant® continues its…
EXPLORE YOUR NEEDS
We begin with an introductory call to explore your current situation. We’ll take the time to understand your concerns, problems, and objectives, allowing us to tailor our approach to your unique situation.
PROPOSE TARGETED SOLUTIONS
Next, we analyze the situation and offer targeted solutions to achieve your objectives. We propose a project scope, timeline, and an investment estimate so you know what to expect.
PARTNER FOR SUCCESS
Our team works diligently to execute the strategies outlined in the plan. Avant® Advisory is by your side, providing consistent support, transparent, and open communication.
Connect with us
Are you ready to have us partner with you to secure value? Whether it’s severe distress or less than optimal profitability & performance, or an M&A transaction, or you have other business concerns, we’re here to help.
Call Us
Los Angeles
213-943-1336
Newport Beach
949-417-5708
Sacramento
916-770-1826
Miami
949-417-5708
New York City
914-419-0032
Headquarters
4000 Macarthur
East Tower
Suite 600
Newport Beach, CA
92660 USA
Contact Us Today
