Sep 25, 2017 | Case Studies
John Bowen was the CEO of Reinhardt Werba Bowen (RWB), a financial services company that was acquired by Assante Capital in 1998 for $25M. While the exit was ultimately a happy one, it started inauspiciously. Why? Because John was the object of a “fishing trip” from a...
Sep 18, 2017 | Know Your Broker
In this occasional series we will share profiles of our team here at Apex so you can get to know the men and women that make us best qualified to help you buy or sell a business. Jay has been in the industry for just about a decade. He has owned both a promotional...
Sep 10, 2017 | Case Studies
Dr. Phil Carson (a different Dr. Phil than the one most people know) is the owner of Carson Natural Health. Before he began that business, he helped create a pharmacy business. He didn’t have anything to invest in that pharmacy business as he’d been wiped out in...
