Apex partners with attorneys, CPAs, wealth managers, and advisors whose clients are planning transitions.

Who Apex works with

• M&A and corporate attorneys whose clients need transaction execution beyond legal representation
• Estate and succession attorneys supporting owners planning eventual exits
• CPAs and tax advisors serving owners approaching retirement or considering unsolicited offers
• Wealth managers and financial advisors with clients whose business represents the majority of their net worth
• Commercial bankers and SBA lenders whose clients are buying or selling businesses
• Insurance advisors supporting key-person and buy-sell insurance contexts
• Exit planners handing off transaction execution after strategy engagements
• Business coaches and consultants with clients making the sell-or-scale decision

How Apex works with referring professionals

Referral relationships are structured in accordance with ABBI guidelines and each profession's own applicable rules. Attorneys respect model rule restrictions on fee-sharing. Financial advisors respect FINRA and fiduciary obligations. CPAs respect AICPA conduct rules. Compensation structures are discussed during the initial partnership conversation, not on a public form.

Apex principals maintain peer-to-peer contact with referring professionals. Referring partners are not enrolled in retail marketing sequences and never receive the same emails as prospect leads.