Built For
For advisers, firms, and capital allocators
Business Brokers & M&A Advisers
Transaction support and documented client deliverables
CPA Firms & Exit Advisers
Value context for owner guidance and transition planning
Family Offices & Private Equity
Consistent screening and portfolio-company value conversations
Venture & Growth Investors
Early-stage methodology and value-planning context
Apex™
The Valuation Strike Layer
Audit-ready valuations for the middle-market. Every adjustment normalized, every assumption documented, every output traceable to defensible methodology.
Why It Matters
When a buyer challenges your valuation, Apex provides the paper trail. Every normalized metric, every applied discount, every assumption documented in a format built for the questions auditors, lenders and legal teams ask.
Core Capabilities
Adjustment Ledger
5-column normalization with full historical context and cross-period consistency checks
Handles minority adjustments, key-person discounts, and liquidity constraints with documentation
Discount Rate Build-Up
Every component sourced: a live Treasury rate, Damodaran's equity risk premium and industry betas, and Pepperdine's survey of the premiums appraisers apply to private companies
Company-specific risk built from the factors you record, with a second source beside each premium
Recorded Rationale
The engine states why it applied each method and why it set the others aside
Saved with the valuation, so the reasoning a client reads is exactly what produced the number
Application
Where Apex Fits in Your Workflow
Sell-Side Mandates
Deliverables for business owners preparing to exit. Comprehensive valuation package that supports asking price, justifies premium to strategic buyers, and answers a financial buyer's questions before they're asked.
"You're advising an owner preparing to sell. Apex puts every add-back, method and assumption on the page before the buyer asks for it."
Buy-Side Due Diligence
Independent valuation to support acquisition pricing. Validate seller's asking price, identify leverage points, and build negotiating leverage with data-backed analysis.
"Your PE firm is evaluating a platform acquisition. Apex normalizes their EBITDA, challenges their projections, and delivers a range your investment committee can act on."
Value Over Time
Re-value a business on the same methodology as often as it matters. Each re-valuation is a dated point on the trend; corrections replace the earlier figure instead of distorting the chart.
"An owner asks whether the business is worth more than last year, and why. Apex shows the trend and what moved it."
Core Infrastructure
Every product is built on the same institutional-grade infrastructure. Consistent methodology. Auditable outputs. Defensible standards.
Market Data
Industry multiples across 137 sectors, cited only where at least ten reported sales support them. A thin sample is named as thin, never quoted as a benchmark.
Deal-size bands from the IBBA Market Pulse survey and a live risk-free rate from the Federal Reserve (FRED)
AltosIQ Score
A 0–100 score on the business itself: margins, growth, customer concentration, scale and the quality of its financials.
Every point gained or lost is shown with its reason. A factor nobody measured is named as unassessed, never scored as zero.
Audit Protocols
Every add-back, method and assumption recorded with its reasoning, ready for the questions a lender's appraiser or a buyer's accountant will ask.
Full documentation trail, assumption logging, and methodology transparency for every valuation
Standards That Matter
The frameworks your counterparties expect a valuation to follow.
Common Questions
What size companies does Apex handle?
Apex is built for the businesses brokers sell most, from Main Street companies valued on seller's discretionary earnings to lower-middle-market firms valued on EBITDA. The engine chooses the earnings basis by size and states why in the report.
How is the rationale produced?
By the valuation engine itself, in the same pass that chooses the method, so the explanation can never describe a method the valuation didn't use. It is saved with the valuation and reads the same the day it is issued and a year later.
Can I export to specific formats?
Apex produces a print-ready PDF for data rooms, lender files and client meetings. PDF is the export format today.
What if my counterparty challenges the valuation?
Every assumption is documented with source data and methodology. The adjustment ledger shows your work. If challenged, you have the paper trail to defend your position.