Business Owners 2017-10-27T21:10:23+00:00

Business Owners

Whether your business is expanding or you are preparing to sell and invest the proceeds, Apex will work personally with you to realize your goals and to ensure your long-term success. Apex understands the hands-on approach of successful and ambitious entrepreneurs. We also understand that a good percentage of privately-held business owners’ net worth is tied up in their company, therefore the role of professional advisor is that much more essential to businesses at every level.


Business Valuation Services

Most privately-held business owners have not taken the time to formally value their business for many different reasons; for example, certified valuations can often cost between $5,000 and $20,000.Whether you are preparing for a sale, merger, acquisition, or another transaction, having a preliminary understanding of the tangible value of your business is essential. This is why Apex walks clients through a multi-step process, asking specific questions to help determine a preliminary business valuation prior to investing in a certified valuation.


Buy-Sell Agreements

As experienced advisors in all levels of business, we assist you in creating a buyout agreement between you and your partners to provide financial stability for you and your family in the event that you find yourself leaving your business.


Business Sale & Mergers

Whether you are looking to sell your business or merge with another company, Apex can aid you in developing a strategic plan to effectuate that goal.


Succession Planning

We take great pride in our achievements and successes just as you do. We aid you in ensuring that your achievements are carried over to the next generation by aiding you in the identification and development of individuals within your company who possess the skill and potential to fill your leadership position and advance your business interests.


401(K) & Profit Sharing Plans

Managing your qualified monies can be time consuming and burdensome. We manage plan assets as part of our ongoing services with the ability to offer a diversified investment selection customized to the needs of your company.


Family Limited Partnerships / LLC

Apex offers extensive experience in helping establish Family Partnerships for businesses. We facilitate the creation, funding, ownership transfer and ongoing investment management. This is an excellent wealth and business transfer vehicle normally utilizing discounts for minority interests and illiquidity.