Publications

Books

Book cover: Tips & Traps on business selling strategies by Paul J. Carroll.

Tips & Traps

A Valuable Guide for Selling Your Business While Maximizing Your Wealth

  • Insightful tips into, and traps that may occur selling your business
  • “Start with the end in mind” as you begin your venture
  • Explains the importance of knowing your true enterprise value
  • Advises on how to benefit from identifying your “dream” team

Paul Carroll provides a wealth of insight into both the emotions and process of selling your business to help avoid the many traps that may occur. Paul also advises on the benefits and methods of engaging your “dream” team and the importance of fielding multiple potential buyers. He lays out a plan, once a buyer is chosen, to allow a smooth transition out of the owner-role while protecting your payout in the process. Finally, he addresses the important transition into your next chapter in life.

Cover of A-Players with Intent by Paul J. Carroll, featuring chess pieces.

A-Players With Intent

A Valuable Guide for High Performers Who Intend to Do What It Takes to Become Well-Informed Successful Leaders

  • Concise and clear resource for budding A-Players and successful leaders whom mentor future successful leaders
  • Access to online tools

Resources:

  • Avion Wealth Culture Deck click here
  • Quiz: Find out if you are an A-, B-, or C-Player here
  • A personal growth scoring tool can be downloaded here
  • See additional reading suggestions here
Book cover: Platform for Wealth with an offshore oil rig at sunset.

Platform for Wealth

A Valuable Guide for Energy Professionals in Search of Essential Information

  • Protecting and building your wealth
  • Portfolio and cash management strategies
  • Insight into complex benefit options available to energy professionals
  • Different disbursement strategies to generate income for retirees
Book cover: Your Expert Team on financial planning, team support illustration.

Your Expert Team

A Valuable Guide for Affluent Individuals, Families, and Business Owners in Need of Advanced Financial Planning

Using knowledge gathered from a unique blend of professionals, Your Expert Team reviews:

  • Wealth Enhancement: Mitigating your taxes and maximizing your cash flow
  • Wealth Transfer: Taking care of your heirs and distributing your estate
  • Wealth Protection: Ensuring your assets are not unjustly taken
  • Charitable Planning: Maximizing your impact through charitable giving
Airplane with book title: The United Pilot's Flight Plan for Wealth by Paul J. Carroll.

The United Pilot’s Flight Plan for Wealth

A Valuable Guide for Pilots Seeking to Build and Protect Their Wealth

Flight Plan for Wealth is a valuable guide for pilots seeking to protect and build their wealth through portfolio and cash management strategies. The book also provides tailored recommendations for maximizing the impact of retirement and benefit options available to the pilot group.

  • Protecting and building your wealth
  • Portfolio and cash management strategies
  • Tailored recommendations for maximizing the impact of retirement and benefit options available to the pilot group

White Papers

Complexity to Clarity

Learn how to shift from reactive to strategic wealth planning with confidence.

You’ll Learn:

  • Key risks executives face with concentrated equity and deferred compensation
  • Strategies to bridge the gap between financial success and liquidity
  • Tools to align your estate, tax, and retirement plans for long-term clarity
  • Insights from real executives who’ve transitioned from overwhelm to control
  • Introduction to the Wealth Confidence Plan™ and Avion’s integrated advisory model

Tips & Traps

A Valuable Guide for Selling Your Business While Maximizing Your Wealth

A-Players With Intent

A Valuable Guide for High Performers Who Intend to Do What It Takes to Become Well-Informed Successful Leaders

Platform for Wealth

A Valuable Guide for Energy Professionals in Search of Essential Information

Your Expert Team

A Valuable Guide For Affluent Individuals, Families, And Business Owners In Need Of Advanced Financial Planning.

The United Pilot’s Flight Plan For Wealth

A Valuable Guide For Pilots Seeking To Build And Protect Their Wealth.

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A-Players With Intent

Additional Reading Suggestions

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