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Snowy Mountains


 At APEX CFO Advisory, our goal is to provide you with access to the financial expertise necessary to take your business to it's peak.  With over 25 years of experience in private, public and small businesses, we have the track-record to help you achieve your business achieve it's financial strategy.   


APEX CFO Advisory is a team of senior level financial professionals with diverse industry experience and exposure to and all stages of business including startup, high growth, turnaround, and simple to complex M&A.   Our team can provide fractional, interim or project-based financial expertise to small and medium-sized businesses looking to outsource their CFO requirements or are mid-search for replacement candidates. 

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Financial Planning & Analysis

Planning for performance objectives, short or long-term, APEX can support with strategic planning, budgeting and forecasting.  We also offer cash forecasting and capital allocation guidance.


Profitability Improvement Planning

At APEX, our team can identify opportunities to deliver measurable marginality to any organization.  Our specialty is restructuring, footprint consolidation, and profitability improvement planning.


Operational Finance & ERP Implementation

Is your company measuring against the right performance indicators?   Can you measure success against these indicators?  We can lead definition of KPI's, new or improved dashboard reporting,  as well as ERP implementation.


Technical Accounting

Our offering of services includes  GAAP compliant accounting policy & procedure implementation, revision or documentation, financial statement review and internal controls for Sarbanes Oxley (SOX) compliance.


M&A, Due Diligence & Integration

Are you acquisitive and need support with M&A activities?   APEX can support with Quality of Earnings review, valuation, due diligence (from LOI to close and funding) and effective integration to achieve your expected synergies.


Cash Management & Treasury

Do you need to automate or improve your Cash-to-Cash cycle?   We can automate your cash application, accounts payable and invoicing processes as well as optimize inventory levels.



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