Ben Pawson

Pioneer
DISC Type : sid

Founder and Principal at Apex Finance Solutions

Chantilly, Virginia, United States

Overview

Ben Pawson is the Founder and Principal of Apex Finance Solutions, where he serves as a Fractional CFO for high-growth companies. A former Big 4 CPA with over 15 years of experience, he specializes in M&A strategy, capital structure, and financial planning. Colleagues describe him as bright, technical, and relatable.

Outside of his professional life, Ben is an avid runner and backpacker, passions that are a core part of his public identity. His social media presence also indicates he is a father and husband, valuing his family alongside his career and personal hobbies.

He has successfully closed more than ten acquisitions, demonstrating significant expertise in executing complex M&A transactions.

Personality Overview

Dynamic But Sincere

Driven But Considerate

Decisive But Friendly

They have the unique ability to win both love and respect from their team (or outsiders)  They combine a unique set of diverse traits where they are fast and friendly but can slow down to be thorough when needed If they are convinced, they can become very strong champions for your product

Topics They Care About

M&A Strategy
Lists M&A support as a primary service and has personally closed over 10 acquisitions, showcasing deep expertise in this area.
Financial Markets
Regularly posts weekly financial snapshots and commentary covering equities, interest rates, and commodity price movements on his social media.
Scaling Businesses
His firm's mission is to provide executive-level financial expertise to help entrepreneurs and middle-market companies scale with confidence.

Media Appearances

Ben has no verified media appearances

Work History

11-2023
Founder and Principal at Apex Finance Solutions
7-2019 - 7-2024
Chief Financial Officer at CPG
5-2017 - 6-2019
Controller and Chief Accounting Officer at Presidio
2-2015 - 6-2019
Controller at Presidio
3-2012 - 1-2015
Assistant Controller at Presidio

Education

1997 - 2001
Bachelor of Science from Alfred Lerner College of Business & Economics at University of Delaware

More Information

Social Presence :

Prographics :

Exp : 24 Location : Chantilly, Virginia, United States Job Level : Leadership Designation : Founder and Principal at Apex Finance Solutions
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Insights For Selling To Ben

During A Call Or A Meeting

DO's

  • During followups, use calls or text if needed, they should be fine
  • Mostly stick to your standard pitch and qualifying script, but add some stories or anecdotes to it
  • Ask them for a lunch or coffee once some rapport has been established

DONT's

  • Don’t hesitate from asking questions or pushing them, but take a formal approach
  • Don't lean very heavily into providing too much information, sharing whitepapers etc.
  • Avoid focusing only on the product or its ROI, keep building trust subtly

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Ben is

  • Nothing less than a strong combination of proof of results, relationship and high levels of professionalism is effective with them.
  • Will you ever get a clear answer from Ben

  • They can say no while staying friendly, but can also be pursuaded to reconsider

Insights For Deal Planning

    How fast (or slow) will Ben move?

  • They are generally fast movers and can take quick decisions
  • Can Ben take some risk or not?

  • They have high risk-appetite but can get ahead of themselves once in a while. Observe carefully

You And Ben

Personality Compatibility


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