Three partners. Forty clients. No juniors on your file. We work with founders of $5M–$50M businesses who've hit the ceiling of generic advice.
Most advisory firms hand you a graduate with a checklist. You're paying for a logo, not a brain. Apex is the opposite: three partners who've built, sold, and restructured businesses of their own. When we sit across the table, we've been where you are.
Our clients are typically founders doing $5M–$50M in revenue. Too big for the local accountant who helped them get started. Too small for Deloitte to return their calls. They're making decisions that will define the next decade of their business, and they need someone in the room who's done it before.
We'll tell you when you're wrong. That's what you're paying for.
Most founders underestimate what a successful exit requires. It's not a transaction you decide on in March and close in June. It's eighteen months of preparation at minimum: getting your financials audit-ready, removing key-person dependencies, identifying the right buyer class, and structuring the deal so you don't leave money on the table or walk into a two-year earn-out you didn't expect.
"They told us things we didn't want to hear. Then they were right about every single one."
"We'd been talking to Deloitte for six months and got nowhere. Apex had a draft exit strategy on our desk in three weeks. The difference is they actually listened."
"Michael challenged every assumption in our growth plan. Half of them were wrong. Saved us two years of chasing the wrong market."
"When our co-founder wanted out, Apex structured the buyout so both parties walked away satisfied. No litigation, no drama, no surprises."
Founders and directors of businesses doing $5M–$50M in revenue. We're not generalists—we work with people who are past the startup phase and facing a decision that will shape the next decade.
Project-based or retainer. Most clients start with a diagnostic—two weeks of deep work that produces a clear picture and a recommendation. From there, you decide if you want us in the room longer-term.
We quote per engagement after the initial conversation. We're not cheap, and we don't discount. Our clients measure our fee against the cost of getting the decision wrong.
Three partners, forty clients. No juniors on your file. No 200-page decks that take six months. We're smaller, faster, and we only take work where we can be useful.
No obligation, no pitch deck. An initial call to see if there's a fit. If there is, we'll scope the engagement properly. If there isn't, we'll tell you.