Fort Lauderdale and Broward County are home to a diverse mix of marine, healthcare, technology, and professional services companies. Apex brings CFO-level financial leadership to the businesses building South Florida's future.
Fort Lauderdale sits at the heart of one of Florida's most economically diverse counties. Broward's business community spans marine and yachting, healthcare, aviation, technology, and professional services — all sectors that demand rigorous financial management as they scale.
Apex Fractional CFO serves Fort Lauderdale, Boca Raton, Pompano Beach, Hollywood, and the broader Broward County market. We bring the same CFO-level financial leadership that Fortune 500 companies take for granted to the growth-stage businesses that need it most.
Engagements built for companies doing $1M to $50M — the stage where financial clarity and strategic planning create the biggest competitive advantage.
"Most clients come to us with unclear margins, inconsistent cash flow, or no financial strategy. That’s exactly where we help."
Senior financial leadership embedded in your team — without the full-time cost. We own your finance function and drive decisions that move your business forward.
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.
Investor-grade financials, pitch deck support, data room preparation, and lender Q&A coaching — so you walk into a raise ready.
QofE reports 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.
Fort Lauderdale is the yachting capital of the world — dealers, builders, and service companies need CFOs who understand this unique industry.
Broward County's robust healthcare sector — physician groups, specialty practices, and healthcare services companies.
Proximity to FLL and a strong MRO sector create unique financial management needs.
South Florida's growing tech community — SaaS companies, IT services, and digital agencies.
Broward's ongoing development boom requires sophisticated project-level financial management.
Law firms, accounting practices, and consulting businesses managing billing rates, utilization, and partner distributions.
Whether you’re preparing to raise, looking to sell, or simply need your finances under control — we work with Fort Lauderdale businesses at every stage.
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