Providing a full range of business valuation, asset appraisal, financial consulting and opinion services. Our credentialed professionals are dedicated to helping you determine the value of your business and business assets. We serve clients in need of appraisals or valuations for financial reporting purposes, gift and estate tax purposes, ownership transfer, are planning or have an ESOP, or other tax or financial reporting purposes.
We are committed to customizing our services to meet your needs, while completing the project on time and on budget. With over 25 years experience, Apex Financial has become a leading and trusted business and asset appraisal firm. We tailor the scope or our projects to fit our clients' specific needs and circumstances in order to provide a professional, reliable opinion of value that clients can trust.
We are committed to customizing our services to meet your needs, while completing the project on time and on budget. With over 25 years experience, Apex Financial has become a leading and trusted business and asset appraisal firm. We tailor the scope or our projects to fit our clients' specific needs and circumstances in order to provide a professional, reliable opinion of value that clients can trust.
Services
For more than 25 years, Apex Financial Services has successfully helped guide smart fiscal decisions that help ensure that our clients achieve their goals. Utilizing industry-leading business valuation and asset appraisal methodologies and techniques for ASC compliant financial reporting, we will be your partner in achieving smart estate planning and other purposes.
Like any quality manufacturing organization, determining the best method for a business appraisal of your U.S. manufacturing company depends on a complex collection of variables working together flawlessly. At APEX Financial Services, our business valuation methods specialize in simplifying the complex so you can keep your manufacturing business on track.
For the complex business of selling your company, transferring ownership to the next generation of shareholders, existing management, or completing a merger with another organization - all at an appropriate and fair value - you need a respected partner and consultant. APEX Financial Services has demonstrated and specific expertise to make sure the valuation process is smooth for you.
When you are ready to bring your business to the next level, employee stock options, restricted stock, phantom stock plans, profit interest plans, and other equity compensation can be a very effective management tool. APEX Financial Services can help top performers share in the successful results and drive them to treat the business as their own.
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