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Welcome to Apex Valuation Consulting LLC

Valuations are at the core of virtually all strategic business decisions. Valuations can help owners reduce risk, plan for a smooth and tax-efficient exit strategy, prevent litigation, avoid selling for too little or paying too much, and reduce tax liabilities. They provide business owners and their professional advisors with the information they need to make good decisions. A credible business valuation requires an experienced and knowledgeable professional to give an independent, well-reasoned and well-supported opinion.

Apex Valuation Consulting LLC offers business valuation and owner succession planning services to privately-owned businesses. We have experience in conducting appraisals in a variety of industries and for a variety of purposes. We...
• Provide both formal appraisals and informal (i.e. "letter") opinions.
• Assist owners in assessing the health of their businesses and identifying opportunities for   enhancing value.
• Review and critique appraisals prepared by third parties.
• Help business owners plan for the smooth transfer of their business, whether that be selling   to a third party, gifting stock to family members, or implementing a buy-out by a key employee   or business partner.

The firm is led by a Certified Business Appraiser, a designation awarded by the oldest business appraisal society in the nation - The Institute of Business Appraisers. The CBA accreditation is granted solely to individuals who meet high levels of valuation training and experience, and who have proven their competence through education, examination and the most rigorous peer review process in the profession.

 
Formal valuation reports
Informal "letter" opinions
Review and critique of an appraisal prepared by a third-party
Owner succession planning
Identifying opportunities to enhance business value