Episode 200 — 4 Years, 100+ Deals, and the Secrets Behind Apex's Success

January 22
30 mins

Episode Description

Andy and Doug celebrate the podcast's 200th episode while reviewing four years of growth and key lessons from 2025. They discuss firm milestones—new offices, expanded advisor team, over 100 deals closed—and operational improvements like professional CIMs, a refreshed website, and a disciplined approach to pricing and buyer qualification.

The episode covers industries that performed well (HVAC, electrical, residential services, healthcare, manufacturing), lender financing strategies, how Apex maintains a high close rate, the growing role of AI, and advice for new brokers. 

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