Jason Moxness, Doug Hubler and Andy Cavanaugh
After more than 25 years serving business owners—and over 15 years leading Apex Business Advisors—Doug Hubler has made the decision to transition ownership of the firm.
In doing so, he followed the same advice Apex has given clients for decades: plan ahead, be intentional, and execute a thoughtful transition. Doug has sold the firm to Andy Cavanaugh and Jason Moxness, positioning Apex for its next chapter while maintaining continuity for clients and advisors.
While many business transitions involve an owner stepping away entirely, this one has been structured differently. Doug will remain actively involved as a broker—continuing to serve clients and supporting the transition in the months ahead.
Why Now
In working with business owners, one of the first questions we ask is: Why, and why now?
For Doug, the answer was straightforward. He believed it was important to step aside while the firm remained strong and growing. Over the years, he has seen owners stay too long and lose the momentum they worked hard to build—something he was intentional about avoiding.
Equally important was identifying the right people to carry the business forward. Over the past year, Doug found that in Andy Cavanaugh and Jason Moxness —both aligned with the firm’s approach and well positioned to lead its next phase.
This was not a reactive decision. Doug worked with advisors and a business coach to ensure the firm was prepared operationally and strategically, allowing for a smooth transition.
What’s Next
Since Doug acquired the business, Apex has grown significantly—more than doubling the number of advisors and expanding its presence in the market.
One of the defining characteristics of the firm has been its collaborative environment. Advisors regularly share insight, provide feedback, and work together to navigate complex transactions. That dynamic remains an important part of how Apex operates.
Doug will continue working with clients as a broker, providing continuity for both the team and the market, while also serving as a resource during the transition.
Looking Ahead
For clients and partners, the focus is consistency.
Apex will continue to operate with the same principles that have defined the firm—fairness, professionalism, and a disciplined approach to transactions. At the same time, the new ownership group will build on that foundation by continuing to refine how the firm supports its advisors and serves the market.
The goal is not to change what has worked, but to strengthen it.
If you are considering a transition—whether in the near term or further down the road—we welcome the opportunity to have a conversation and provide perspective on how to approach it.