Who we are
Apex Pro Advisors is an advisory firm dedicated to family-owned businesses. Helping families bring clarity to the questions that sit between the family and the enterprise: who leads, who owns, how decisions are made, and how the next generation is prepared.
Our work is built on the belief that a family business is two systems, a family and a business, and that sustainable success depends on looking after both aspects simultaneously.
Based in Canada, we work with family-owned businesses and business families internationally, bringing the same structured, family-first approach to every engagement.
Our Story
Apex Pro Advisors began with lived experience. Mohsin Adhi, our founder, grew up in a second-generation family business and went on to lead change inside a company his father co-founded in partnership with another family-owned business. He saw the questions of leadership, ownership and family expectations from the inside, and his spouse comes from a family business of her own, so the same questions were present at home as well as at work.
Having been through transition himself, he went on to formal study in the field. He earned certifications from the Family Firm Institute (FFI), gained exposure to advisory work with families, and today leads Apex Pro Advisors as a family business advisory. We bring that dual perspective, as family members and as advisers, to every family we work with.
Our Perspective
Our advisors understand family business from the inside. Mohsin has been through leadership transition personally, and now advises families on governance, succession and learning.
- Credentials: CFBA and CFWA certifications from the Family Firm Institute (FFI), USA; MSc in Finance and Financial Law, SOAS University of London; MBA.
- Teaching: Visiting faculty for family business and finance courses.
- Author and host: Co-author of Write Before You Fight, a practical workbook for family businesses, and host of the Family Firm IN FOCUS podcast.
Our values
Trust
Hold the confidence of every family member equally.
Neutrality
Guiding families to find their own answers.
Practicality
Frameworks must work in real kitchens and boardrooms, not just in textbooks.
Continuity
Thinking in generations, not quarters.
Business Strength
Cooperating with our client is our top most priority – we offer them flexible payment options i.e. pay per hour, pay per project or full-time equivalents (FTE)
Accuracy and efficiency of our services is well maintained by giving updated versions of computer-aided tools to our clients.
Privacy of our clients is strictly maintained by implementing strict data security policies – you can be assured that your data is in safe hands.
Experts make sure that they first understand the requirement of our clients so that they are offered solutions which will solve their concerns and provide them efficient systems in place for smooth operational framework.
Our aim is to provide Quick Turnaround time so that our clients are satisfied with our services and are able to fulfill their legal requirements within specified time period.
Fundamental Principles
Integrity
Creating a solution for our client which is trustworthy and opaque – operational within legal and corporate framework
Creativity
Developing new and latest solutions to align with upgradation of accounting, auditing, taxation and compliance regulations.
Escalation
Offering services to clients which will scale up their business performance by taking care of the problematic areas.
Discretion
Protecting and keeping our client’s information and data intimate is our top most priority – confidentiality is strictly kept to avoid any mishappenings.
Proficiency
Experienced and highly skilled professionals are part of our team to provide at par level services to our clients – leaving no room for any form of negligence in accounting or financial systems.
Alliance
Cooperative environment ensuring openness, honesty and common objective with all the stakeholders.
