Disclaimer & Terms of Use

Last updated: February 28, 2026

No Professional Engagement

Visiting this website, reading its content, or submitting a contact form does not create a professional engagement or client relationship with AXIS Independent Advisory. A professional engagement begins only upon execution of a written engagement letter signed by both parties.

Informational Purposes Only

All content on this website — including articles, service descriptions, and educational materials — is provided for general informational purposes only. Nothing on this website constitutes business valuation, tax, legal, financial, or investment advice. You should consult your own qualified professional advisor before making decisions based on any information presented here.

Scope of Services

AXIS Independent Advisory provides Calculation of Value reports and Annual Updates as defined by NACVA Professional Standards and consistent with AICPA SSVS-1. A Calculation of Value is not a Comprehensive Valuation and does not represent a formal conclusion of value. The scope, limitations, and intended use of each engagement are defined in the applicable engagement letter.

No Guarantee of Results

Descriptions of services, timelines, and pricing on this website are illustrative and subject to change based on the specific facts and circumstances of each engagement. Past engagement descriptions do not guarantee future outcomes, timelines, or pricing.

Limitation of Liability

To the fullest extent permitted by law, AXIS Independent Advisory shall not be liable for any damages arising from the use of or reliance upon information provided on this website. This limitation applies regardless of the form of action, whether in contract, tort, negligence, strict liability, or otherwise.

Intellectual Property

All content on this website — including text, graphics, logos, and layout — is the property of AXIS Independent Advisory and is protected by applicable intellectual property laws. Reproduction, distribution, or use of any content without prior written consent is prohibited.

Operating Entity

AXIS Independent Advisory is a trade name of Reforma Holdings LLC, a Puerto Rico limited liability company.

Governing Law

This website and its terms are governed by and construed in accordance with the laws of the Commonwealth of Puerto Rico, without regard to conflict of law principles.

Contact

Questions about these terms may be directed to info@axisadvisorypr.com.