Apex Valuation Services, LLC is a boutique business valuation firm specializing in valuing businesses of all sizes.
Apex Valuation Services LLC is a principal lead valuation company offering valuation analysis and complimentary business consulting services under the leadership of Dennis R. Gordon CFA, CVA and Derrick D. Southard, CVA. As a team we bring more than a combined 50 years of experience as commercial bankers, financial analyst, business owners, and consulting experience to our client engagements.
Mr. Gordon has over 30 years of commercial banking experience, specializing in fundamental and quantitative analysis of highly complex capital market investments and credit transactions involving commercial and industrial, real estate and financial institutions, including government sponsored enterprises. He has diversified skills in investment risk analysis, financial analysis, corporate finance, enterprise valuation, investment banking analysis, and risk management. Mr. Gordon holds the prestigious Chartered Financial Analysis (CFA) designation that is recognized globally for commitment to the highest levels of professionalism in the investing industry and, as a Certified Valuation Analyst (CVA), carries the most widely identified business valuation credential from the National Association of Certified Valuators and Analysts (NACVA) that is accredited by the National Commission for Certifying Agencies (NCAA) and the American National Standards Institute (ANSI).
Mr. Gordon’s educational background includes an M.S. in management and public policy from Carnegie Mellon University and a B.A. in economics and business administration from Tougaloo College.
Mr. Southard had a 12-year commercial banking career at some of the nation’s largest financial institutions. Mr. Southard served as Vice President of Commercial Real Estate Lending for Bank of America and was a Commercial Real Estate Lending Officer for Metropolitan Life Insurance Company. After his corporate banking career, Mr. Southard had a 20-year career as owner of an SBA (8a) financial services firm specializing in public sector loan fund management and economic development consulting. During this same timeframe, Mr. Southard founded and served as Executive Director of a non-profit residential diversion program for post adjudicated adolescent boys emphasizing therapeutic intervention. Mr. Southard has extensive experience in providing financial analysis and advisory services to startups, small and middle market companies, and has assisted more than a hundred companies in their efforts to raise both equity and debt capital.
Mr. Southard is a Certified Valuation Analyst (CVA) through the National Association of Certified Valuation Analysts (NACVA) and obtained his Bachelor of Science degree in Business Administration from the University of Alabama and his Master of Arts degree in City and Regional Planning from Harvard University’s Kennedy School of Government.
Apex will develop a professional presentation of your business vision to select financial institutions within our lender network. With over 50 years of combined commercial lending experience, we will construct a client loan request that contains all pertinent information for an expedited review of the loan request.
Our individualized loan request packages will highlight the market opportunity, thoroughly describe the prospective borrower’s capacity to oversee the project under consideration, develop credible pro-forma modeling and budget estimates, in addition to any other project information that will enhance the probability of a favorable disposition by the banks that will receive the loan request.
Apex can provide turnaround time of no more than 3-weeks depending on the level of detail requested. Our range of services include:
Clients always speak the truth. Please check our latest reviews about our work
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Please contact us if you cannot find an answer to your question.
A business valuation is the process of determining the economic value of a business, giving owners an objective estimate of the value of their company.
Typically, a business valuation happens when an owner is looking to sell all or a part of their business, or merge with another company.
When valuing a company as a going concern, there are three main valuation methods used by industry practitioners: (1) DCF analysis , (2) comparable company analysis, and (3) precedent transactions.
Please send a message, and tell us more about your valuation service need. We will get back to you soon to schedule a consultation.
6801 Oak Hall Lane, Unit 593
Columbia, MD 21045
(410) 286-1923
Send Email to: info@apexvaluationservices.com
Monday – Friday: Virtual or Onsite 9am – 5pm
Saturday – Sunday: Virtual Only