Consulting Services
Our Process
1
Business Assessment
We conduct a thorough analysis of your business, identifying strengths, weaknesses, opportunities, and threats to inform our consulting strategy.
2
Strategy Development
Our experts work with you to develop a customized business strategy, setting clear goals, objectives, and key performance indicators (KPIs) to drive growth and improvement.
3
Implementation
We assist with implementing the agreed-upon strategy, providing guidance, training, and support to ensure a smooth transition and successful execution.
4
Ongoing Evaluation
We continuously monitor progress, evaluate results, and make adjustments as needed to ensure your business stays on track and achieves its goals.
Our Services
Services we offer to our clients

Starting a new business is an exciting venture, but it can also be complex and overwhelming. At Aeon Advisory, our Business Formation and Registration service guides entrepreneurs through every step of the process, ensuring a smooth and compliant launch for your new enterprise.
We understand that each business is unique, which is why we offer personalized support tailored to your specific needs, industry, and long-term goals. Our team of experts will help you navigate the legal, financial, and administrative aspects of setting up your business.
Key Features of Our Business Formation/Registration Service:
Entity Selection
We help you choose the right business structure (e.g., LLC, Corporation, Partnership) based on your needs and goals.
Document Preparation
We prepare and file all necessary formation documents with the appropriate state agencies.
Compliance Guidance
We ensure you understand and meet all initial compliance requirements.
Benefits of Choosing Our Business Formation/Registration Service:
- Time Savings: Focus on developing your business while we handle the paperwork and bureaucracy.
- Legal Compliance: Ensure your business starts on the right legal footing, minimizing future risks.
- Expert Guidance: Benefit from our extensive knowledge of business law and regulations.
- Cost-Effective: Avoid costly mistakes and unnecessary fees with professional assistance.
- Customized Support: Receive advice tailored to your specific business needs and industry requirements.
Our Business Formation/Registration Process:
- Initial Consultation: We discuss your business idea, goals, and preferences.
- Entity Selection Guidance: We help you choose the most suitable business structure.
- Name Selection and Verification: We assist in choosing and verifying the availability of your business name.
- Document Preparation and Filing: We prepare and submit all necessary formation documents.
- EIN and Tax Registration: We help you obtain your EIN and register for necessary taxes.
- Compliance Review: We ensure you understand ongoing compliance requirements.
- Post-Formation Support: We provide guidance on next steps, such as opening business bank accounts and obtaining insurance.
Whether you’re a first-time entrepreneur or a seasoned business owner starting a new venture, our Business Formation/Registration service ensures your business gets off to the right start.
Contact Aeon Advisory today to begin your entrepreneurial journey with confidence and professional support.

A well-crafted business plan and accurate proforma statements are essential tools for business success, whether you’re launching a startup, seeking funding, or planning for growth. At Aeon Advisory, our Business Plan and Proforma Statements service provides you with comprehensive, professional documents that articulate your business strategy and financial projections.
Our team of experienced business consultants and financial analysts work closely with you to develop a compelling business plan that outlines your vision, market analysis, operational strategy, and financial forecasts. We combine your industry knowledge with our expertise to create a roadmap for your business’s success.
Key Features of Our Business Plan/Proforma Statements Service:
Comprehensive Business Plans
We develop detailed plans covering all crucial aspects of your business.
Financial Projections
We create accurate proforma statements, including income statements, balance sheets, and cash flow forecasts.
Customized Content
We tailor each plan to your specific industry, business model, and goals.
Benefits of Choosing Our Business Plan/Proforma Statements Service:
- Professional Quality: Receive expertly crafted documents that meet industry standards.
- Time Efficiency: Save valuable time and focus on running your business while we develop your plan.
- Increased Funding Chances: Improve your chances of securing investment or loans with a well-prepared business plan.
- Strategic Clarity: Gain a clear understanding of your business model, market position, and financial projections.
- Objective Perspective: Benefit from an external, unbiased view of your business strategy.
Our Business Plan/Proforma Statements Process:
- Initial Consultation: We discuss your business concept, goals, and specific needs.
- Information Gathering: We collect necessary data about your business, industry, and market.
- Draft Development: We create a comprehensive first draft of your business plan and financial projections.
- Review and Refinement: We collaborate with you to review and refine the documents.
- Financial Modeling: We develop detailed financial projections and proforma statements.
- Final Preparation: We polish and finalize your business plan and proforma statements.
- Presentation Support: We help you prepare for presenting your plan to stakeholders, if needed.
Whether you need a business plan for internal strategic purposes, to secure funding, or to guide your startup’s growth, our Business Plan and Proforma Statements service provides you with powerful tools for success.
Contact Aeon Advisory today to start developing a robust business plan and financial projections that will drive your business forward.

Mergers and acquisitions (M&A) can be transformative events for businesses, offering opportunities for growth, diversification, and increased market share. However, navigating the complex M&A process requires expertise and careful planning. At Aeon Advisory, our Merger & Acquisition service provides comprehensive support throughout the entire M&A journey, from initial strategy to post-transaction integration.
Our team of M&A specialists brings extensive experience in deal structuring, due diligence, valuation, and negotiation. We work closely with you to ensure that your M&A activities align with your overall business strategy and maximize value creation.
Key Features of Our Merger & Acquisition Service:
Strategic Planning
We help you identify M&A opportunities that align with your business objectives.
Target Identification
We assist in finding and evaluating potential acquisition targets or merger partners.
Deal Structuring
We help structure transactions to optimize financial and tax implications.
Benefits of Choosing Our Merger & Acquisition Service:
- Expertise: Benefit from our team’s deep knowledge of M&A best practices and industry trends.
- Risk Mitigation: Identify and address potential risks early in the M&A process.
- Value Maximization: Ensure you’re getting the best possible deal through expert negotiation and structuring.
- Smooth Process: Navigate the complex M&A landscape with professional guidance at every step.
- Strategic Alignment: Ensure M&A activities support your overall business strategy.
Our Merger & Acquisition Process:
- Initial Strategy Session: We discuss your M&A goals and how they fit into your broader business strategy.
- Target Identification/Evaluation: We help identify and assess potential M&A targets.
- Due Diligence: We conduct comprehensive due diligence on target companies.
- Valuation: We perform detailed valuations to determine fair market value and inform negotiations.
- Deal Structuring: We help structure the transaction to maximize benefits and minimize risks.
- Negotiation: We provide support throughout the negotiation process.
- Closing: We assist with the transaction closing, ensuring all details are addressed.
- Post-Merger Integration: We provide guidance on successfully integrating the merged entities.
Whether you’re considering acquiring a competitor, merging with a complementary business, or selling your company, our Merger & Acquisition service ensures you navigate the process with confidence and achieve optimal outcomes.
Contact Aeon Advisory today to explore how our M&A expertise can help you achieve your strategic growth objectives.

Technology implementation can be a transformative event for businesses, offering opportunities for increased efficiency, productivity, and competitiveness. However, navigating the complex technology implementation process requires expertise and careful planning. At Aeon Advisory, our Technology Implementation service provides comprehensive support throughout the entire implementation journey, from initial strategy to post-implementation optimization.
Our team of technology experts brings extensive experience in software integration, application selection, and technology roadmap development. We work closely with you to ensure that your technology implementation activities align with your overall business strategy and maximize value creation.
Key Features of Our Technology Implementation Service:
Technology Selection
We assist in evaluating and selecting the best technology solutions for your business.
Implementation Planning
We develop a customized implementation plan to ensure a smooth transition.
Integration and Testing
We conduct thorough integration and testing to ensure seamless functionality.
Benefits of Choosing Our Technology Implementation Service:
- Expertise: Benefit from our team’s deep knowledge of technology best practices and industry trends.
- Risk Mitigation: Identify and address potential risks early in the implementation process.
- Value Maximization: Ensure you’re getting the best possible return on investment through expert technology selection and implementation.
- Smooth Process: Navigate the complex technology implementation landscape with professional guidance at every step.
- Strategic Alignment: Ensure technology implementation activities support your overall business strategy.
Our Technology Implementation Process:
- Initial Strategy Session: We discuss your technology goals and how they fit into your broader business strategy.
- Technology Selection: We help evaluate and select the best technology solutions for your business.
- Implementation Planning: We develop a customized implementation plan.
- Integration and Testing: We conduct thorough integration and testing.
- Post-Implementation Support: We provide ongoing support and optimization.
Whether you’re considering implementing a new ERP system, selecting a CRM solution, or integrating disparate technologies, our Technology Implementation service ensures you navigate the process with confidence and achieve optimal outcomes.
Contact Aeon Advisory today to explore how our technology expertise can help you achieve your strategic business objectives.
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