AXIS Independent Advisory is a credentialed business valuation practice serving Puerto Rico's closely-held businesses.
Our work is grounded in professional standards and shaped by years of hands-on experience across public accounting advisory, corporate finance, and capital markets operations.
That range of experience — from valuation and due diligence engagements to managing real-time treasury flows and executive financial reporting — gives our practice a practical edge that pure-accounting firms often lack.
We don't just model businesses. We understand how they run.
AXIS was founded to fill a gap we saw firsthand — small businesses in Puerto Rico deserve the same quality of valuation analysis that larger markets take for granted. Business valuation is not a sideline here; it is the entire practice. AXIS pairs the CVA credential with an exclusive focus on closely-held Puerto Rico businesses — most valuation work on the island is done by accounting firms as one service among many, while here it is the only thing we do.
We have no financial interest in the outcome of any valuation. No brokerage commissions. No advisory fees tied to transaction value. Our only product is an objective, defensible number.
We understand Puerto Rico's regulatory landscape, tax incentive structures, lending norms, and the dynamics of family-owned and closely-held operations. Our models are calibrated for the businesses that actually operate here.
Every engagement follows NACVA Professional Standards, consistent with SSVS-1 and USPAP. But standards compliance doesn't require a 200-page report when a focused Calculation of Value will serve the purpose. We match the scope to the need.
For CPA firms and advisors, we operate as an extension of your practice — not a competitor for your client relationships. Your clients stay yours. We provide the specialized analysis behind the scenes.
The governing framework for how our engagements are developed and reported — what analysis is required, what must be disclosed, and what the written report has to contain. Every AXIS engagement is performed under these standards, and every report says so.
The valuation standard your CPA already works under. Our engagements are performed consistent with SSVS-1, which means the report that lands on your accountant’s desk follows a framework they recognize — no translation required.
The Uniform Standards of Professional Appraisal Practice — the ethics and competency framework used across the appraisal profession. Working consistent with USPAP means our independence, documentation, and analytical discipline hold up to scrutiny from anyone in the valuation world.
And because a valuation ages with the business, most engagements are structured as a program: an initial Calculation of Value with a scheduled annual refresh. See how it works →
Independence isn't a limitation — it's the foundation of credible analysis. We answer to the standards and the data, not to a predetermined outcome.
Ready to discuss an engagement?
