We bring CFO-level FP&A, M&A advisory, and financial operations to growth-stage businesses — without the cost of a full-time CFO. Engagements built for companies doing $1M to $50M in revenue.
From day-to-day bookkeeping to complex M&A transactions, Apex provides the financial expertise your business needs to scale, raise capital, and exit on your terms — at any stage. Whether you're a $2M construction company or a $20M manufacturer preparing for a sale, we bring CFO-level rigor to your finances.
Senior financial leadership embedded in your team — without the full-time cost. We own your finance function and drive the decisions that move your business forward. Serving construction, manufacturing, e-commerce, energy, and home services companies from $1M to $50M.
Financial models, rolling forecasts, and KPI dashboards that give you clarity and confidence in every major decision.
Buy-side and sell-side support — due diligence, deal structuring, valuation, and post-merger integration.
Clean, accurate books managed by professionals who understand how your numbers connect to your strategy — not just data entry.
Investor-grade financials, pitch deck support, data room preparation, and lender Q&A coaching — so you walk into a raise ready.
QofE reports that give buyers, sellers, and investors a clear picture of true business performance — covering EBITDA normalization, one-time items, revenue concentration, working capital peg, and accounting policy risk.
We identify, structure, and secure the right financing — bank debt, SBA loans, mezzanine, or equity — from lender selection through term sheet negotiation.
Frameworks to evaluate investments, prioritize growth, and manage working capital — so every dollar moves you toward your goals.
"Most clients come to us with unclear margins, inconsistent cash flow, or no financial strategy. That's exactly where we help."
Most growing businesses reach a point where the numbers are too complex for a bookkeeper and too early for a full-time CFO. That gap is exactly where Apex operates.
We embed into your team and take ownership of your finance function — giving you the clarity, structure, and strategic support you need to make confident decisions, secure financing, and build a business that is ready to scale or sell.
Our clients typically come to us with one or more of these challenges: unclear job or product margins, cash flow that does not match profitability, no financial model or forecast, a capital raise on the horizon, or a sale they want to prepare for. We have solved all of them — across manufacturing, aerospace & defense, construction and home services, energy, and e-commerce.
Whether you're preparing to raise, looking to sell, or simply need your finances under control — we'd love to learn about your business and how we can help.
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