AXIS
AXIS Independent Advisory

Your invisible valuation department.

NACVA-certified business valuations for Puerto Rico's CPA firms and closely-held businesses. Delivered in weeks, not months.

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CVA
NACVA Certified Analyst
|
2–3 Weeks
Typical Turnaround
|
ES Available
On Request
|
Fixed-Fee
No Hourly Surprises
|
Puerto Rico
Local Market Expertise
Who We Serve

Business owners and the firms that advise them.

Pharmacies, professional practices, retail, restaurants, service businesses, and other closely-held companies across Puerto Rico.

For CPA Firms & Advisors

  • Client needs a valuation but you don't staff one in-house
  • Buy-sell, succession, or estate planning engagement
  • Year-end or periodic valuation for a closely-held entity
  • We operate behind the scenes — your client stays yours
  • See a sample report →
  • Screen a new referral →

For Business Owners

  • You're planning to sell or retire and want to know your starting position
  • A partner wants out — or wants in — and you need a number both sides trust
  • An estate, gift, or family transition requires a defensible value
  • Your buy-sell agreement needs a current valuation
  • You simply want to know what your business is worth today
  • Check if you need a valuation →
Sound Familiar?

Moments when a valuation becomes urgent.

A partner wants out — or wants to buy in.
You received a buy-sell trigger notice.
You're thinking about selling in the next 2–3 years.
Someone made an unsolicited offer for your business.
An estate or gift transfer requires a defensible value.
Your CPA said you need one — and you're not sure why.

Not sure if you need a valuation?

Answer 5 quick questions — no contact info required.

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Two Ways We Help

The right level of analysis for the situation at hand.

Our Core Service

Calculation of Value

When you need a credible, standards-compliant number. Fast.

A Calculation of Value is a professionally certified engagement where we agree on specific approaches and procedures upfront, then apply them to arrive at a supportable value. The result is a written report — NACVA-compliant, delivered in English — documenting what the business is worth and how we got there.

Appropriate for buy-sell agreements, succession planning, partner transitions, estate and gift transfers, and internal decision-making. Delivered in 2–3 weeks.

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Annual Update

Keep your valuation current.

A streamlined refresh of a prior Calculation of Value with updated financials. Faster turnaround, lower cost.

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Need a formal conclusion of value? We can refer you to a trusted colleague offering comprehensive valuation services. Contact us to discuss.

Recent Work

Representative engagements.

01 Professional medical practice (western PR) — succession planning for retiring physician-owner. Delivered in 12 business days.
02 Community pharmacy (metro area) — partner buyout requiring defensible SDE-based valuation. Delivered in 14 business days.
03 Retail service business (southern PR) — annual buy-sell agreement update for multi-owner LLC. Delivered in 8 business days.

Client details anonymized. Engagement summaries reflect typical scope and turnaround.

Why AXIS

Built for the work that matters.

CVA-Certified

One of approximately 7,000 active Certified Valuation Analysts in the U.S. Every engagement meets the same standards applied to institutional-grade transactions.

Puerto Rico Expertise

Deep knowledge of the local market, regulations, and business culture.

Puerto Rico Market

Deep local knowledge of industries, buyers, and market dynamics. We work in English and Spanish—so every client conversation moves forward.

Fixed-Fee Pricing

You'll know the cost before we start. No hourly billing. No scope creep. No invoice surprises.

Ready to discuss a valuation engagement?

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