OLD YORK ADVISORY™

Deal Sourcing

Every successful business starts with a vision—but scaling, optimizing, and maximizing value requires strategy. At Old York Advisory, we bring an investor’s mindset to established businesses, helping owners unlock hidden value, streamline operations, and position their companies for long-term growth or a successful exit achieving the result the owner was looking for.

We work closely with business leaders to provide tailored guidance, actionable insights, and disciplined planning, ensuring every decision aligns with both operational goals and financial outcomes. Our approach is strategic, discreet, and results-driven, designed for owners who want to think like investors while running their business with confidence.

  • 90-minute investor-style session reviewing business strategy.

  • Follow-up summary with practical next steps.

Old York Advisory’s Business Efficiency & Process Improvement services help businesses and organizations enhance operational performance, reduce inefficiencies, and maximize productivity. Our team evaluates existing workflows, identifies bottlenecks, and implements tailored improvements to ensure your operations run smoothly and effectively.

Key services include:

  • Operational process assessment and workflow mapping

  • Identification of inefficiencies and process bottlenecks

  • Implementation of efficiency frameworks and best practices

  • KPI tracking and performance monitoring

  • Support for scalability, strategic initiatives, and organizational growth

Our approach ensures that operations align with strategic objectives, resources are used effectively, and teams achieve peak performance. Services are tailored to each organization and delivered with full confidentiality.

Old York Advisory provides expert team development and leadership advisory services for business owners. We help align organizational structure, enhance executive performance, and build high-functioning teams that drive operational efficiency and long-term growth. Our approach combines strategic guidance with practical implementation, ensuring your team is optimized to achieve business objectives and maximize value.

Old York Advisory provides comprehensive risk management advisory services to help businesses identify, assess, and mitigate operational, financial, and strategic risks. We work closely with business owners to develop customized risk frameworks, implement robust controls, and create contingency strategies that protect value and ensure long-term stability. Our guidance empowers organizations to make informed decisions with confidence.

Old York Advisory offers Strategic M&A and Business Growth Advisory services designed for privately held companies. Our team works closely with business owners to across Ontario, Canada:

  • Evaluate operational performance and identify growth opportunities

  • Develop structured plans for mergers, acquisitions, or business expansions

  • Optimize leadership and team efficiency

  • Provide strategic guidance for long-term value creation

We focus on confidential, professional advice to help business owners make informed decisions, maximize enterprise value, and position their company for success. Our services are advisory only; we do not act as a broker or solicit capital from external investors.

Old York Advisory provides Strategy Execution Advisory services to help privately held businesses translate strategic plans into actionable results. Our team works with leadership to align resources, streamline operations, and implement initiatives that drive measurable outcomes.

Key services include:

  • Development of actionable implementation plans from strategic objectives

  • Project and operational management support to ensure execution success

  • Alignment of leadership, teams, and resources for optimal performance

  • Continuous monitoring, reporting, and course correction to achieve targets

  • Support for growth, M&A initiatives, and operational optimization

Our advisory ensures strategies are not just planned but executed efficiently, allowing business owners to achieve their objectives, enhance profitability, and increase overall business value. All services are delivered with full confidentiality and tailored to each client’s unique needs.

Old York Advisory provides a Finance & Accounting Diagnostic designed for businesses seeking clarity and control over their financial operations. Our advisory team evaluates your accounting processes, financial reporting, cash flow management, and internal controls to uncover areas of risk and opportunity.

Old York Advisory provides Senior Financial Analyst Advisory services for companies seeking in-depth financial insight and strategic guidance. Our team evaluates company financials, performance metrics, and operational efficiency to deliver actionable recommendations for growth, risk management, and value creation.

Key services include:

  • Comprehensive financial statement analysis and forecasting

  • Operational performance reviews and KPI assessments

  • Business valuation support and scenario modeling

  • Strategic guidance for growth, mergers, or acquisitions

  • Risk identification and mitigation strategies

Our advisory approach is tailored to each business, ensuring confidential, professional, and actionable insights that empower owners to make informed decisions with confidence.

Old York Advisory’s Business Valuation & Optimization Package provides privately held companies with a complete assessment of enterprise value and operational performance. Our advisory team combines financial analysis, market research, and strategic planning to deliver actionable insights that help owners maximize business value and improve operational efficiency.

Key services include:

  • Detailed business valuation using industry-standard methodologies

  • Operational and financial performance assessment

  • Identification of growth opportunities and efficiency improvements

  • Strategic recommendations for M&A readiness or investment positioning

  • Risk assessment and mitigation strategies

This package empowers business owners to make informed decisions, optimize resources, and enhance the overall value of their company. Services are tailored to each business and conducted with full confidentiality.

  • Comprehensive review of readiness for sale or succession.

  • Includes valuation considerations, operational gaps, and transition roadmap.

Reserved for select owners seeking ongoing partnership at the highest level. Involves comprehensive strategic, operational, and succession support directly from senior leadership.
➡ By invitation only; limited engagements per year.

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What they’re saying

  • “Working with Old York Advisory completely transformed how we view growth and strategy—we finally think like investors in our own business.”

  • “Selling our property to Old York Real Estate Holdings was seamless, professional, and truly maximized the value of our asset.”

  • “Their guidance gave us clarity and confidence in planning the next stage of our business growth.”