Apex provides critical financial expertise to entrepreneurs
Capital Structure Optimization
Many entrepreneurs and business owners are not focused on how their business should be capitalized. The balance of equity and debt financing is not clearly understood and, oftentimes, inefficient. Apex can help by developing financial sophistication needed for strong banking relationships to flourish. Apex can implement reporting to better understand how to achieve capital structure efficiency and deliver optionality for your business.
Financial Planning and Analysis
Entrepreneurs need to use their data to tell where their business has been - and more importantly - where their business is going. Many companies struggle with data integrity and analysis. Apex can help implement AI solutions to drive automation in back office processes in order to utilize data to forecast the business.
Financial Modeling
Every business needs a financial compass to determine if course corrections are required, or, if there is a massive opportunity to be captured. Apex can develop and implement tailored financial modeling tools that can be used with third-party investors, bankers and advisors.
Mergers and Acquisitions
Scaling a business can be done in many different ways, but the most successful companies balance organic growth with strategic acquisitions. Whether it be expanding into new geographies, or adding capabilities and resources, Apex can help lead the due diligence process to understand how a target company will integrate with the existing business and add to the bottom line performance.
Cash Flow and Working Capital Management
In a dynamic interest rate environment, additional focus on operating cash flow is critical to ensure efficient use of available cash and credit facilities. Apex can enhance your working capital efficiency through back office process re-engineering, contract restructuring and treasury management optimization.
Transaction and/or IPO Readiness
Understanding the potential outcome for a business is crucial for financial preparedness. Whether that outcome could be a large strategic acquiror, or a path to going public via IPO, Apex can help be ready to coordinate with key third parties (tax, audit, legal), equip finance and accounting teams for future responsibilities, and help implement key tools necessary for success.