Apex Financial

At Apex Financial Services, we pride ourselves on being a trusted and leading business and asset appraisal firm, providing a full range of valuation, asset appraisal, financial consulting, and opinion services to our clients. With over 25 years of experience, our credentialed professionals are dedicated to helping you determine the value of your business and business assets. We tailor the scope of our projects to fit our clients' specific needs and circumstances, providing a professional, reliable opinion of value that clients can trust.

Our Services

We offer a comprehensive range of services designed to help our clients achieve their goals. Our services include financial reporting, gift and estate tax planning and reporting, corporate planning and succession, equity compensation, and ESOPs. We also provide additional services such as purchase price allocations, goodwill impairments, contingent consideration and earnouts, buy-sell agreements, options, warrants, and other derivatives, convertible debt and preferred stock, and family limited partnerships.

Our Expertise

Our team, led by Tom Furlong, ASA, CEIV, has extensive experience and expertise in business appraisals, intangible asset valuations, and related financial consulting services. Tom's decades of experience and deep understanding of business valuations have earned us the trust of clients across Minnesota and around the country. Our team is committed to providing customized services that meet the specific needs of our clients, while completing the project on time and on budget.

Our Commitment

At Apex Financial Services, we are committed to providing our clients with the highest level of service and expertise. We understand that each client has unique needs and circumstances, and we tailor our services to meet those needs. Our pledge to you is a thoughtful, actionable approach to your long-term success. We are dedicated to helping our clients achieve their goals and secure a smooth succession plan.