Valuation · Planning · Sale and purchase advisory · Miami
Know what your business is worth.
Apex Vanta values businesses, builds business plans and gets companies ready for sale. Buying one instead? We check the numbers before you sign.
or call +1 786-606-8588
Illustrative example
Value after preparation
From $1.20M today: +38% by fixing what buyers mark down.
- Value today$1.20M
- Clean financial statementsplus $0.14M
- Documented processesplus $0.18M
- A second manager in placeplus $0.22M
- One customer is 40% of salesminus $0.09M
- Value after preparation$1.65M
Services
Value it. Plan it. Get it ready.
Four services for owners and buyers. Each one ends with a written result you can take to a buyer, a partner or a bank.
For owners
Business valuation
What is the business worth today, and why. We study earnings, assets, the market and the risks, and give you a value range with the reasoning behind it.
- You get
- A written valuation with a value range and what moves it up or down.
For owners and founders
Business planning
Where the business goes next and what it will take. Strategy, budgets and financial projections that a partner or a lender can read.
- You get
- A business plan with financial projections.
For owners who want to sell
Preparing a business for sale
Buyers pay more for a business that is easy to understand. We find what lowers the price, help you fix it and put the documents in order.
- You get
- A buyer-ready package: valuation, financial summary and document checklist.
For buyers
Support before you buy
Before you sign, know what you are buying. We check the seller's numbers, give an independent view of value and walk you through due diligence.
- You get
- An independent value view and a due diligence checklist.
Also: business performance analysis, operations, growth strategy, budgeting and financial management support for companies.
Sale and purchase advisory
Selling or buying a business?
We value it, prepare it and check the numbers. You know what the business is worth before anyone makes an offer.
Selling Get ready to sell
Find out what it is worth todayA value range and the reasons behind it.
Fix what lowers the priceRecords, owner dependence, contracts, customer mix.
Prepare a buyer-ready packageValuation, financial summary and the documents buyers ask for.
Back you up through due diligenceFinancial analysis and documents for you, your attorney and your accountant, up to closing.
Buying Check before you buy
Review the seller's numbersRevenue, profit, costs and what they leave out.
Get an independent view of valueWhat the business is worth to you, not just the asking price.
Work through due diligenceA checklist of what to ask, what to verify and what to watch for.
Plan the first yearA business plan for the company after you take over.
We advise on value, preparation and the numbers. We do not list or market businesses, find buyers or sellers, or negotiate deals. Your attorney handles the contract.
Who we work with
Owners, buyers and growing companies.
Owners planning to sell
You want to sell in the next few years and get a fair price for what you built.
People buying a business
You found a business to buy and want an independent check before you commit.
Owners who need a plan
You need clear numbers and a plan for growth, a partner or a bank.
How we work
Three steps to a clear answer.
Tell us your goal
Call or email: you want to sell, buy, plan, or just know the value.
We review the numbers
We look at the financials, operations, customers and documents.
You get it in writing
A valuation, a plan or a checklist, with priorities in order. Then we help you act on it.
Questions
Common questions.
What is my business worth?
It depends on earnings, risks and the market. We give you a value range and show what moves it up or down.
Is your valuation a certified appraisal?
No. It is an advisory valuation for decisions and talks with buyers. If a bank, a court or the IRS needs a certified appraisal, we will tell you and help you prepare for it.
Do you sell businesses or find buyers?
No. We value the business, prepare it and check the numbers. Listing, marketing and negotiating a sale are not part of our work. Your attorney handles the contract.
Who do you work with?
Business owners, companies and buyers of businesses in South Florida. We do not offer personal financial planning.
Do you give investment advice?
No. We give business advisory only: valuation, planning, operations and financial management for companies.
How do we start?
Call us or send an email with a few lines about the business and what you need.
Where are you?
Our office is in Miami. We meet in person or online.
Contact
Tell us about your business.
Office
19790 W Dixie Hwy, Unit 1105
Miami, FL 33180
Phone
