Episode 167 – Know Your Advisor: Jason Moxness

We welcome back a familiar voice, Jason Moxness, who recently transitioned from a long banking career into the business brokerage world. Jason, a well-known figure in the banking and SBA sector, joins Apex as a knowledgeable advisor and shares his insights on navigating economic challenges such as tariffs, which have both positive and negative impacts on businesses.

Listeners will learn from Jason’s inspiring journey, spanning over 32 years in finance, where he honed his expertise in lending and SBA operations, to his new role in business brokerage. This episode dives into the personal relationships and networking strategies that have been instrumental in Jason’s early success at Apex, including his impressive first deal which closed in record time.

Join the conversation as Jason shares key stories of his first successful deal under the Apex banner, the role economic elements played in fast-tracking transactions, and how his vast network of financial and banking contacts continues to drive referrals and growth in his new career path. Whether you’re interested in finance, business brokerage, or industry trends, this episode promises insightful discussions and valuable takeaways.