Certified Business Valuations and Appraisals for Privately Held Companies

Apex Valuation Services, LLC is a boutique business valuation firm specializing in valuing businesses of all sizes.  

About the Company

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. 

The Team

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.

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Consulting and Valuation Services

Consulting Services

Developing and Submitting Loan Request to Financial Institutions

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.

There is no one-size-fits all formula to take your company to the next level. Small business owners are typically focused on establishing their brand and optimizing their service delivery. Apex can develop a business growth strategy that is tailored to your business and industry. Apex has the capability to compare your business performance with competitors within your industry and develop proven business growth strategies to reach performance milestones that will take your business to the next level.
Apex knows how to present your enterprise as a compelling opportunity for prospective investors. The investor business plan must clearly demonstrate that your company has the potential for high profits that are worthy of their investment. The business plan must demonstrate a thorough understanding of the market, substantiate a strong leadership team, realistically portray the scalability of the business, present cogent and realistic
business projection models, in addition to a detailed marketing plan with a long-term focus.
  • Valuations/Appraisals of Business Interests and Securities for Minority and Control Interest
  • ESOP Valuations for Trustees
  • Mergers & Acquisitions Valuations
  • Valuations for Estate & Gift Tax Purposes
  • Valuations for Litigation Purposes
  • 409a Valuations for Issuing Stock Options
  • Fairness Opinions
  • Valuations for Stock Incentive Programs (Restricted Stock, Stock Appreciation Rights) 

Apex can provide turnaround time of no more than 3-weeks depending on the level of detail requested.  Our range of services include:

  • Small Business Valuations
  • Basic Valuations
  • Premium, Detailed Valuations
  • Onsite Premium, Detailed Valuations 

What Our Clients Say

Clients always speak the truth. Please check our latest reviews about our work

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Happy Clients

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Frequently Asked Questions

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.

Contact Us

We are available to discuss your valuation needs with you virtually or on-site.

Please send a message, and tell us more about your valuation service need. We will get back to you soon to schedule a consultation.

Apex Valuation Services

6801 Oak Hall Lane, Unit 593

Columbia, MD 21045

(410) 286-1923

Send Email to: info@apexvaluationservices.com

 

Hours by Appointment Only

Monday – Friday: Virtual or Onsite 9am – 5pm
Saturday – Sunday: Virtual Only

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