Apex Financial Information

Apex Financial is a financial advisory firm, specializing in working with entrepreneurs to maximize the results in executing complex financial transactions. The professionals at Apex Financial have a solid track record of helping business owners evaluate, improve, grow and sell their businesses. We provide clients a rare combination of 'Bay Street' expertise and deep knowledge of private-held, owner managed businesses gained through years of experience as entrepreneurs and seasoned advisors to owners of mid-size businesses. Our mission is to provide the highest level of service for privately owned, middle-market enterprises to ensure that our clients achieve the best outcome. Working with a publicly traded merchant banking firm to provide analytical and research support to the investment team. Preparing financial forecasts for a distributor of toys and games. Preparing a business plan on behalf of a publicly traded, California-based Bio-tech company. Buy-side due diligence on behalf of a privat pool of capital with respect to the acquisition of a moving and storage business.