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Testimonials

ABOUT US

Liquid Technologies, Inc.

Avant provided an interdisciplinary approach addressing both operational and financial areas that were extraordinary. Beyond his functional expertise which is impressive in its own right, it is Jim’s affable style that makes it so easy for him to probe and get to the root issues without undue drama or stress in the organization.

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South Bay Law Firm

They are smart, pragmatic, professional, and bring to their engagements the unique ability to visualize a compelling story, driven by solid, data-driven analysis.

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Bret Robertson Bret Robertson

CloudMed Solutions

We recently went through a merger and his advice saved us a lot of money, time, and headaches. I highly recommend him and the team at Avant for any important financial decisions!

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Financial Corp Bret Robertson Financial Corp Bret Robertson

StoneCreek Capital

Avant provided consulting assistance in 2017 to one of StoneCreek Capital’s portfolio companies. They achieved all of our stated objectives and we were pleased with their high level of expertise, responsiveness, and professionalism.

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Bret Robertson Bret Robertson

HBD Finance

Avant is a very reputable firm with a resourceful team that provides exceptional service and delivers on what they say.

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Bret Robertson Bret Robertson

Wells Fargo Bank

I found them as the consummate professionals: insightful, practical, thorough, knowledgeable, team player, personable, and extremely capable. We could not have achieved such successful solutions without their sound advice and recommendations.

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Wells Foothill

The company that Avant analyzed for us was initially very averse to us engaging a crisis manager. They soon viewed Avant as a valuable partner, however, with both the CFO and CEO speaking highly of Avant’s professionalism, knowledge, and ability to quickly diagnose the Company’s critical issues.

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Bret Robertson Bret Robertson

E&G Enterprises

For over 10 years, Avant Advisory Group has been my go-to consultant for various business operations and ventures. They have successfully helped me resolve multiple and complex strategic, financial, legal, and organizational issues.

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Mergers and Acquisitions Bret Robertson Mergers and Acquisitions Bret Robertson

Meserve, Mumper & Hughes LLP

I have worked with Jim Davidson for or over 25 years, both in his capacity as the Chief Financial Officer of two major corporations and as a consultant, utilizing his forensic specialization skills, his financial and strategic planning skills involving mergers and acquisitions, and advice on the duties of officers and directors of a major financial institution.

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Bret Robertson Bret Robertson

Roda & McCarty LLC

In addition, our long association has afforded me the opportunity to observe his entrepreneurial spirit, experience, and leadership. I know him as highly motivated, service-oriented, physically and mentally tough, of the highest integrity, a skilled communicator, and a natural leader.

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