For CPAs & Advisors

Your referral partner for Calculation of Value — CVA-credentialed, bilingual service, English reports.

Refer a Client → Start the Fit Check (not a valuation)

When to refer

Buy-sell / shareholder agreements that need a current calculated value
Succession, partner entrance or exit, and ownership transitions
Estate and gift planning support (coordinate with tax counsel)
Internal decision-making where a Calculation Report is appropriate
Situations that need a Conclusion of Value, litigation, or formal opinion — we help you refer out

How the process works

You introduce AXIS to your client (email intro is enough).
Scope & fee are confirmed in a quoted engagement letter before work begins.
Documents & analysis proceed under agreed Calculation procedures.
Draft to you first (when you are the referring advisor), then final Calculation Report in English.

What the client receives

Written Calculation of Value (Calculation Report) in English
Analyst walkthrough of the calculation result
Quoted fee — Calculation of Value typically $2,000–$3,500; Preliminary Value Assessment from $750

How to refer

Email info@axisadvisorypr.com or use the contact form. Include a brief context on purpose and timing. AXIS does not pay referral fees.

Download CPA one-pager (EN) · ES

Refer a Client →