HALO Advisory

Business Advisory Services

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The Synergy of Expertise and Execution

In the complex landscape of business finance, real estate development, and private equity, depth of knowledge paired with collaborative precision is key. HALO Mortgage Advisory bridges this gap between mortgage brokering, business advisory, and private equity with HALO Advisory Inc.

HALO is a Capital Advisory that provides professional services to business owners, accredited investors, and commercial real estate investors looking for opportunities to build wealth. HALO offers clients a seamlessly integrated experience tailored for small and medium investors and business owners.

Navigate the investment landscape with clarity, focusing on institutional-style investing and income-producing real estate assets.

What Our Clients Say

– Joseph Cohen

“I would like to take this opportunity to express my gratitude to Stephen and his team at Halo Advisory. The amount of care and support that they have provided us is unmatched in my 30 years in business. Halo negotiated successfully on our behalf two years ago and has continued to provide advice and support that has been priceless.

If you are a business in need of assistance I would without any hesitation contact Stephen and Halo to assist with all your financial needs.”

– Kristian Dorken

“Stephen and the Halo Advisory team have always acted professionally, are very responsive to any questions, and really have made it possible to help with many aspects of business. Most importantly, Halo Advisory helped us to get financing on multiple occassions. I can't express enough how great Halo Advisory has been to myself and the people I have referred to them.”

– Michael Wong

“Halo Advisory is responsive, professional, and excellent at what they do. Alex, Anna, and team helped us secure funding and put together a solid business plan with a quick turnaround. Highly Recommend!”

Next Financial

Make Your Next Financial Move Confidently

Connect with experts who can simplify the complicated and help you focus on what truly matters.

Frequently Asked Questions

Business Advisory Services offered by HALO Advisory encompass a wide range of solutions tailored to support business owners in navigating financial, strategic, and operational challenges. Our services aim to enhance business performance, streamline operations, and foster sustainable growth.

Our services are designed for business owners, entrepreneurs, and commercial real estate investors looking for expert advice to solve complex problems, capitalize on opportunities, and achieve strategic objectives. Whether you’re a start-up, a growing business, or an established entity looking to expand or restructure, our advisory services can provide valuable insights and direction.

HALO Advisory’s Business Advisory Services include financial planning and analysis, market entry strategies, operational efficiency optimization, risk management, succession planning, and strategic growth planning. We also offer specialized services such as commercial real estate advisory and assistance with securing financing.

Understanding that each business is unique, we begin our process with a comprehensive assessment of your specific challenges, goals, and industry dynamics. Based on this analysis, we tailor our advisory services to align with your business's particular needs, ensuring targeted and effective solutions.

Yes, a significant component of our Business Advisory Services includes support in securing financing. Leveraging our extensive network of lenders and in-depth knowledge of financing solutions, we guide clients through the process of identifying and obtaining the right financing options to support their business objectives.

Our advisory services stand out due to our team's deep industry expertise, personalized approach, and commitment to building long-term client relationships. With over 75 years of combined experience, we bring a wealth of knowledge and a proven track record of success to every client engagement.

The timeframe to see tangible results can vary depending on the nature of the advisory services provided and the specific goals of the client. Some clients may see immediate improvements, while others may experience gradual progress as strategic initiatives are implemented. We work closely with our clients to set realistic expectations and milestones for success.

Our billing structure is transparent and tailored to the scope of services provided. Depending on the client’s needs, we offer project-based, retainer, or hourly billing options. We discuss and agree on the billing structure upfront to ensure clarity and alignment with our clients’ expectations.

If you’re facing challenges in growing your business, need expert advice on specific business decisions, or are seeking ways to improve operational efficiency and profitability, it’s likely time to consider Business Advisory Services. Our team can provide an initial consultation to assess your needs and recommend the best path forward.

Getting started is simple. Contact us to schedule an initial consultation where we’ll discuss your business, its challenges, and your strategic goals. From there, we’ll outline how our advisory services can help and begin crafting a customized plan of action.