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We’ve doubled the size of Apex in two years, and it never would have happened if I hadn’t stepped aside. It hurt to let go. But if I hadn’t, I knew we would never be anything more than a few people with a nice, little office working at capacity in the bustling town of St. … Continue reading “From One Business Owner to Another: Letting Go is the Best Way to Grow”

A Conversation with Phil Graf, Founder of Graf Tree Care, About the Urban Forest, Fishing From the Air, and Why Taking Trees for Granted is a Big Mistake   You’ve grown your company from two to more than a dozen people (including Ringo, the shop dog). What’s your secret to business growth? I have no … Continue reading “Epic in the Fox Valley – Phil Graf”

Served accounting clients for 32 years Hi, I’m Debby Anderson. I prepare monthly compilations, payroll, sales, individual and entity tax returns. I was previously with Morrison & Associates for 32 years. I also love good food, which may be why people think I’ll eat anything! Loves being part of the Apex team! Everything is working … Continue reading “Meet Debby Anderson, Enrolled Agent at APEX”

KEY TAKEAWAYS: 1. Business owners who unchain from the business create opportunities for growth and sustainability. 2. Build a business that produces an income stream for the business owner — without his or her active involvement. 3. The more future-proofed a company is, the higher its valuation. 4. Getting key people involved creates alignment and … Continue reading “5 Questions for Companies That Want to be Around in 2025”

By Lucas VanDeWoestyne, CPA, CGMA and Partner of Apex CPAs & Consultants   In many ways, a great partnership in business is like any lifelong relationship. Both require a sense of shared values, and the willingness to take next steps together. Successful partnerships don’t just happen overnight. They are a product of trust and respect … Continue reading “What Makes a Great Partnership in Business?”

What would become of your business if something happened to you, your business partner or a fellow shareholder? If an owner dies, becomes disabled, divorces, declares bankruptcy or simply retires, your business could be thrown into turmoil. Not only would family members and employees be affected, but the value of the business could fall. There … Continue reading “BUY-SELL AGREEMENTS PROTECT YOUR BUSINESS”

We all know that the Baby Boomers have begun turning 65, the traditional retirement age. Over the next 18 years, all the Baby Boomers will hit that milestone. While not everyone wants to retire at that magic age, it is a reminder that time is ticking by and that perhaps plans should be in the … Continue reading “Are Baby Boomers avoiding succession planning?”

Technical valuation issues will always be important, but what about those special situations involving intangible values that transcend the property’s tangible market value? Sometimes the value of a property isn’t just about measuring comparable sales or the net present value of rental cash flows. Sometimes the buyer also must consider intangible interests of the seller … Continue reading “Cathedral sale won by ‘Thinking of the other guy’”

Gregory T. Douds is a CPA, attorney and county judge in Georgia. In this article, he pulls from all areas of his background to provide ideas for alternatives to expensive expert witnesses. I have represented clients in hundreds of hearings and trials in the Georgia and Maryland courts, as well as in the U.S. Bankruptcy … Continue reading “Low budget alternatives to expensive expert witnesses”

Some employers who are seeking to snare top talent offer deferred signing bonuses – often in the form of loans – to key employees. The loans are scheduled to be forgiven later, after the employees prove their commitment to the new organization. A recent Tax Court case (Robert J. Brooks, et ux. v. Commissioner, TC … Continue reading “Tax Court: Interest on forgiven loan taxable”

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