We help owners build
valuable businesses
and sell them big!
Creating and harvesting shareholder wealth is essential to securing your future.
Creating and harvesting shareholder wealth
is essential to securing your future.
Results Driven Exit Strategies
for Your Lower-Middle
Market Businesses
Your journey starts here for a successful exit. Will you have created
enough value, prepared for a smooth exit, or have positioned your
business to cash out on top?
Grow Revenues, Grow
Value, Sell Big
Build a Healthy “Ready-to-
Sell” Business
Live The Lifestyle
You Envision
Your Exclusive Choice for
Your Exit Planning Needs
We help owners create valuable businesses and sell them big
for a prosperous financial future! Whether you’re growing
your business, preparing for an exit, wanting to sell and
harvest your wealth, Apex provides results-driven strategies
to ensure you achieve your goals.
We Are Different
Than Other Advisors
We take a unique approach compared to other advisors by exclusively focusing on increasing value while you grow your business, plan your exit, or execute the sale. With our specialized knowledge, over 30 years of industry experience, and proven track record of assisting owners, the team at Apex Exit Advisors provides a complete pathway to ultimately selling big.
| Advisor Services | Apex Exit Advisors | CPA | Financial Advisor | Investment Banker | Attorney |
|---|---|---|---|---|---|
| Grow Revenue | Yes | No | No | No | No |
| Build/Create Intentional Value | Yes | Few to No | No | No | No |
| Strategic Plan | Yes | No | No | No | No |
| Exit Plan | Yes | Few to No | Yes, if trained | Do not provide comprehensive exit planning | No, maybe for internal transfer (estate plan) |
| Buy a Business | Yes | Yes | No | Buy a business | No |
| Selling a Business (full process to sell) | Yes | Only transactional advice. CPAs do not plan and execute the full process to sell | No | Yes. Most require business to be $25 million | Transaction advice, negotiating, and documenting sell |
Meet Our Founder
Stephen E. Capizzi President of Apex Exit AdvisorsStephen E. Capizzi, brings over 30 + years of experience in helping business owners maximize value and successfully navigate the complexities of selling their companies. A Certified Mergers & Acquisitions Advisor (CM&AA), Certified Value Growth Advisor (CVGA), Certified Exit Planning Advisor (CEPA), and Certified Financial Planner™ (CFP®), Stephen’s expertise spans a wide range of creating value, planning owner’s exit, and selling businesses. Stephen’s expertise includes creating value, planning owner exits, and selling businesses to secure a prosperous future for owners.
Valuable Services For Your
Business Owner Journey
In an ever-changing economy, it’s difficult for business owners and executives to value their enterprises objectively. They frequently need objective, unbiased business valuations to completely understand their businesses’ value. Complete and detailed company valuation involves credible research and analysis using best-practice methodologies.
Yes, I need a valuation! Schedule a Discovery Call.
Growing a business is hard and has multiple challenges for you, the owner. Most likely, your business is your largest personal asset and one day you will use it to fund your retirement or next adventure. For over 30 years we have seen owners leave money on the table, become surprised by their true market value, and retire unsatisfied. We are on a mission to change owner outcomes. Our goal is to help owners create valuable businesses, so they can finish big!
Yes, I want to Grow My Business! Schedule a Discovery Call.
Exiting your business without a clear plan can lead to missed opportunities and an undervalued sale. A well-structured exit strategy is key to achieving your financial goals and securing the future you deserve.
- Proven Planning Framework for Success: Discover the essential steps needed to build value, address taxes, and plan for a successful exit.
- Expert Advice and Tailored Solutions: Our team of top professionals provide strategic, client-focused guidance for your unique needs.
- Protect Your Lifestyle and Legacy: Gain the clarity and confidence you need to secure your financial future and legacy.
Yes, I want a Successful Exit! Schedule a Discovery Call.
We’ve perfected a client-centric approach to selling businesses that generates demand, attracts multiple bidders, and drives up your business’s sale price. Unlike traditional M&A firms that rely solely on contacts, we use real-time market research to connect you with the most qualified buyers. Our unique, boutique process ensures your business is positioned for a successful sale, even in challenging markets. Secure your future with a tailored data driven strategy that sets your company apart.
Yes, I want to learn about your business selling formula to Sell Big! Schedule a Discovery Call.
FREE e-Book Coming Soon
Learn the truth about value creation and selling your business with our insider’s eBook: “The Business Owner’s Guide to Selling Big (like the Pros)”
Start from where you are at today:
- 4 – 10 years from selling
- 1 – 3 years from selling
- Ready to sell now