A clear point of reference for the people who build.

AXIS exists because of one conviction: Puerto Rico's small businesses deserve the same financial clarity larger companies take for granted. Knowing where they stand, what they have built is worth, and which tools they need to take the next step.

Who is behind AXIS

The analyst’s name appears on every engagement letter.

AXIS is an independent advisory practice that builds Excel tools for businesses and offers Valor para decidir (calculation of value) or Valor formal (conclusion of value). An inquiry is not an engagement. It is not a CPA firm and does not provide attest services.

AXIS works in Spanish and English. AXIS offers free Excel tools for businesses, a paid PR Owner Pro Pack ($39.95, one-time) to see month by month whether your business's money will stretch, and Valor para decidir (calculation of value) or Valor formal (conclusion of value). For a valuation, the fee is quoted before the work begins and does not depend on the final number: nothing more is earned if the value goes up or down. AXIS is a small, independent practice, and the analyst handles each valuation directly.

When a local business has the tools to succeed, everyone wins.

AXIS offers two services: Valor para decidir (calculation of value) and Valor formal (conclusion of value). Fees are on the valuations page, and the final fee may vary depending on the scope of the work. An inquiry is not an engagement. See how it works →

That work is for closely held and privately held businesses in Puerto Rico.

The approach

Independence first

AXIS has no financial interest in the outcome of any valuation. No brokerage commissions. No advisory fees tied to transaction value.

Built for the local market

The work is for businesses in Puerto Rico.

Scope without excess

Scope is matched to the need, and the final fee may vary depending on the scope of the work.

EN / ES
Puerto Rico Focus
Quoted Fee
Agreed Before Work Begins
Independence isn't a limitation — it's the foundation of credible analysis. The analyst answers to the data, not to a predetermined outcome.

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