AXIS
CVA-credentialed Calculation of Value for Puerto Rico's closely-held businesses and the advisors who serve them. Clear scope. Quoted fees. Reports in English.
Led by a Certified Valuation Analyst (CVA). Meet the Valuation Professional →
Sample Calculation Report — fictional data. See the full report →
Pharmacies, professional practices, retail, restaurants, service businesses, and other closely-held companies across Puerto Rico.
Your invisible valuation department.
Know what your business is worth.
AXIS’s focused valuation service (PVA). When performed under Path A, it is a Calculation Engagement that produces a Calculated Value in a Calculation Report — narrower scope and streamlined analysis than CoV, From $750. Not a substitute for the deeper CoV engagement, and not a Conclusion of Value.
Calculation of Value is an expanded Calculation Engagement: broader scope and deeper analysis than PVA, producing a Calculated Value in a Calculation Report — developed with reference to NACVA Professional Standards. We agree on approaches and procedures upfront and deliver the report in English. It is not a Conclusion of Value.
Appropriate for buy-sell agreements, succession planning, partner transitions, estate and gift planning, and internal decision-making. Which scope do you need? →
Ongoing Valuation Support — continuity and refresh for clients with a prior AXIS Calculation of Value. No public price. Ask about ongoing valuation support →
What we don't do: AXIS does not issue a formal conclusion of value. Litigation, regulatory filings, and financing that requires a formal opinion are referred to a trusted colleague offering comprehensive valuation services. Contact us and we will point you to the right person.
We confirm scope and fee; you sign the engagement letter.
You provide requested information through our designated secure exchange — not the public contact form.
We check the information, ask follow-ups if needed, normalize the financials, and apply the agreed valuation analysis.
You receive your Calculation Report and result by secure link, with an analyst walkthrough. We’re available for reasonable questions afterward.
See the full process on Services →
No hourly billing. No surprise scope. You know the fee and the timeline before we begin.
AXIS Calculation Engagements are developed and reported with reference to NACVA Professional Standards — the same framework relied on in high-stakes transactions. The CVA is the only business valuation credential accredited by both the NCCA and ANAB.
No brokerage commissions. No success fees. No financial interest in the outcome. Our only product is a defensible number.
Deep local knowledge of industries, buyers, and market dynamics. We work in English and Spanish—so every client conversation moves forward.
Ready to discuss a valuation engagement?
