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Financial, Tax and Business Services
Apax Advisors, Inc. provides all Accounting, Income Tax , Business Consulting Services 
PART TIME CFO SERVICES

Apax provides all CFO related services for their clients.  

DUE DILIGENCE ON PROSPECTIVE ACQUISITIONS 

Perform due diligence for the prospective merger and acquisition opportunities.  

INCOME TAX PLANNING 

Personal and Business Tax Planning. Identify opportunities that can result in tax savings 

BUSINESS PLANS FOR BANK FINANCING

Business Plans for the Businesses.  Projections and Forecasts.  Collateral based Cash Flows for the Financing

BUDGETS AND PROJECTIONS

Prepare Budgets and Projections for Business Owners for effective Cash Management and efficient operations

DEBT RESTRUCTURES AND REALIGNMENT

Help clients with restructuring the debts 

OUTSOURCED ACCOUNTING SERVICES

All accounting services including preparation of monthly financial statements for the companies

OPERATIONS REVIEW AND ANALYSIS

Review client operations and recommend and implement  cost reduction policies.  

COST CONTROL PROCEDURES

Review and analyze the cost structure and identify areas to reduce the cost and improve the profitability of the companies

RETIREMENT PLANNING 

Help clients with Defined Contribution and Defined Benefit Plans as applicable.  Tax Deferred strategies

SUCCESSION PLANNING

Individual estate planning strategies including Trusts, QPRTS etc.   Business owners succession planning to ascertain that upon retirement the owners/families are benefactors of the business owners shares.

BUSINESS PLANS

Prepare Business Plans for various purposes

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