Services

Consulting and Valuation Services

Consulting Services

Bank Loan Request Prep & Submission

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.

Business Valuation Services

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)

Business Plans to Attract Investor Interest

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.

Business Growth Consultation

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's Range of Services

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