https://www.apexfsi.com/home daily 1.0 2024-08-15 https://images.squarespace-cdn.com/content/v1/5fb5aebed88bed1009f5b843/1616791419639-TC5I57MJ0MZQ0XK3VIIT/25.png Home https://images.squarespace-cdn.com/content/v1/5fb5aebed88bed1009f5b843/1611602281016-GJA3UZ0FS0Y4IERJYZM0/Home.png Home - Gift & Estate Tax Effective gift and estate tax planning and reporting https://images.squarespace-cdn.com/content/v1/5fb5aebed88bed1009f5b843/1a71e5e5-78ac-4244-b803-2608419efd88/5.jpg Home - Corporate Planning & Succession Strategic planning for a smooth transition https://images.squarespace-cdn.com/content/v1/5fb5aebed88bed1009f5b843/1611602727683-0GN36B0JDMGUYD1X7WH9/Reporting.png Home - Financial Reporting ASC compliant fair value financial reporting https://images.squarespace-cdn.com/content/v1/5fb5aebed88bed1009f5b843/1611602159890-AKPKTF7072MH3TOVU6N4/Four.png Home - ESOPs Maximize the benefits of employee stock ownership plans https://images.squarespace-cdn.com/content/v1/5fb5aebed88bed1009f5b843/1611602424509-DG3813UZ3DVJPCD6AWVT/3.png Home - Equity Compensation Drive performance with equity compensation https://images.squarespace-cdn.com/content/v1/5fb5aebed88bed1009f5b843/1612814759528-0IAQ0EADHMAQQJ9YCLNI/Tom+Furlong+-+January+2021.JPG Home https://www.apexfsi.com/contact daily 0.75 2021-03-12 https://www.apexfsi.com/about daily 0.75 2024-08-15 https://images.squarespace-cdn.com/content/v1/5fb5aebed88bed1009f5b843/1612814830243-0QTPZ1PY65F9QFV2M3Z8/Tom+Furlong+-+January+2021.JPG About https://www.apexfsi.com/services-3 daily 0.75 2020-12-18 https://images.squarespace-cdn.com/content/v1/5ec321c2af33de48734cc929/1589847896255-71GDMB4JOGTFXFRK00TD/image-asset.jpeg Services - Dream it. It all begins with an idea. Maybe you want to launch a business. Maybe you want to turn a hobby into something more. Or maybe you have a creative project to share with the world. Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5ec321c2af33de48734cc929/1589847895626-I0RS2T6LQGM9IRYBEERM/image-asset.jpeg Services - Build it. It all begins with an idea. Maybe you want to launch a business. Maybe you want to turn a hobby into something more. Or maybe you have a creative project to share with the world. Whatever it is, the way you tell your story online can make all the difference. https://www.apexfsi.com/services/equity-compensation daily 0.75 2022-03-10 https://images.squarespace-cdn.com/content/v1/5fb5aebed88bed1009f5b843/1611600032497-YIHJ7UVL5AE0X360TSCP/Stock+Market.png Equity Compensation https://images.squarespace-cdn.com/content/v1/5fb5aebed88bed1009f5b843/1611353162954-X1RP6W28SDHG43OG0MDP/image.jpg Equity Compensation Complex valuations made simple. APEX professionals value securities of companies with both simple and complex capital structures with cutting-edge financial appraisal techniques such as Monte Carlo simulations, bi-nominal lattice models, option-pricing models, and probability weighted outcome analyses. Multiple layers of preferred stock Convertible debt and equity securities Options and warrants https://images.squarespace-cdn.com/content/v1/5fb5aebed88bed1009f5b843/1611099155872-IALQJ9HVIPJL0Z6YNZCS/image-asset.jpeg Equity Compensation - Envision strategic alignment. Strategic alignment of interests among company leadership, employees, and shareholders can be a challenge. APEX has a proven track record of guiding investors, directors, and managers to achieve their dual goals of motivating employees and ensuring shareholders are treated fairly. https://www.apexfsi.com/industries daily 0.75 2021-04-05 https://images.squarespace-cdn.com/content/v1/5fb5aebed88bed1009f5b843/1611608563393-CX4CHPOFVF2UGDQ6VFIO/image.jpg Who We Serve https://images.squarespace-cdn.com/content/v1/5fb5aebed88bed1009f5b843/1616792360092-YK9S04MSFC1Q6X3WWERP/Professional+Services+Photo.jpg Who We Serve https://images.squarespace-cdn.com/content/v1/5fb5aebed88bed1009f5b843/1612815665913-WXOKPEU48Z3ARE8SED3N/2.jpg Who We Serve https://images.squarespace-cdn.com/content/v1/5fb5aebed88bed1009f5b843/1611608662433-4G6P8RXZK86EPPS9IRJS/image.jpg Who We Serve https://images.squarespace-cdn.com/content/v1/5fb5aebed88bed1009f5b843/1611608697784-224MBK483S0F4IF2FTM2/image.jpg Who We Serve https://images.squarespace-cdn.com/content/v1/5fb5aebed88bed1009f5b843/1612815695038-JPKVACKV4CDVTC397U7S/1.jpg Who We Serve https://www.apexfsi.com/services/corporate-planning-succession daily 0.75 2021-04-01 https://images.squarespace-cdn.com/content/v1/5fb5aebed88bed1009f5b843/1611599757407-FF0HIM7J4X8RVM1N6IVY/Handshake.png Corporate Planning & Succession https://www.apexfsi.com/services/employee-stock-ownership-plans daily 0.75 2021-04-01 https://images.squarespace-cdn.com/content/v1/5fb5aebed88bed1009f5b843/1611353425075-HCP499CLKJIZ0MY4NS1T/image.jpg ESOPs https://images.squarespace-cdn.com/content/v1/5fb5aebed88bed1009f5b843/1611353630222-JT5RS0MHMCTE7A15RCD3/image.jpg ESOPs The APEX difference. APEX professionals work closely with business owners, shareholders, managers, trustees, and participant representatives to ensure that the valuation of a company’s stock is conducted objectively and fairly. From initial feasibility appraisals and transaction valuations and opinions of adequate consideration to ongoing annual appraisals, valuation and opinion services, you will always receive customized, personalized service that exactly meets your unique needs. https://images.squarespace-cdn.com/content/v1/5fb5aebed88bed1009f5b843/1609795204999-66PC41SP7Z182I8CRQYO/image.jpg ESOPs Benefit from our impressive track record. As a client of APEX you are our long-term partner. As such, you will also have access to our portfolio of consultative experience working with minority and controlling ownership interests as well as leveraged and S-Corporation ESOPs. We use our knowledge and experience to help owners, executives, and trustees realize the intended benefits of an employee stock ownership plan from day one and throughout the years. https://www.apexfsi.com/services/financial-reporting daily 0.75 2024-08-15 https://images.squarespace-cdn.com/content/v1/5fb5aebed88bed1009f5b843/1609779531487-9OT15HFGY2QNAINHBW0K/Apex+Urban+1.jpg Financial Reporting https://images.squarespace-cdn.com/content/v1/5fb5aebed88bed1009f5b843/1609795204999-66PC41SP7Z182I8CRQYO/image.jpg Financial Reporting Turn intangible assets into tangible information. For mission critical business valuations, expert analysis of the Fair Value of intangible assets is crucial, especially when the valuation needs to be considered apart from goodwill. APEX leads knowledgeable, consultative appraisals in accordance with ASC 805 for: Trademarks and Trade Names Developed Technology In-process Research & Development Projects (IPR&D) Customer Relationships Non-compete Agreements https://images.squarespace-cdn.com/content/v1/5fb5aebed88bed1009f5b843/1611598386703-PJRR1NVSGGFQ6AAXOLM2/image-asset.jpeg Financial Reporting https://images.squarespace-cdn.com/content/v1/5fb5aebed88bed1009f5b843/1611599065800-HC4VZAST9I5TDN446QTS/image-asset.jpeg Financial Reporting https://images.squarespace-cdn.com/content/v1/5fb5aebed88bed1009f5b843/1611598974411-IPNJ9FGL70HCA2K2ON17/image-asset.jpeg Financial Reporting https://www.apexfsi.com/services/gift-estate-tax daily 0.75 2021-04-01 https://images.squarespace-cdn.com/content/v1/5fb5aebed88bed1009f5b843/1611597453643-QSCIYXDQNF9AYVW2A768/image-asset.jpeg Gift & Estate Tax Build generational wealth. Transfer generational wealth by gifting business interests to family members of a family business, a family limited partnership, or limited liability company (LLC) as a key component of your estate planning strategy. Each business, partnership agreement, and LLC operating agreement is unique. At Apex, we take the time to understand your specific situation in order to best help you achieve your estate planning goals and objectives. Know your value. Business owners and families need to understand the value of their business or partnership in order to best plan for and fairly settle an estate and locking-in generational wealth. APEX Financial Services provides a professional and analytical approach to valuation that you can trust. Determine what is fair. With APEX, your fair market valuation for your business, LLC or partnership interest will always be completed in an objective professional manner. Our top-notch research, analysis and accurate application of equity discounts, and premiums ensures reliable results.