AXIS Independent Advisory — Business Valuations for Puerto Rico

Who We Serve

Where do you fit?

Pharmacies, professional practices, retail, restaurants, service businesses, and other closely-held companies across Puerto Rico.

For CPA Firms & Advisors

Your invisible valuation department.

Your client stays yours — we work behind the scenes
The draft comes to you first, before your client sees it
No hiring, no credentialing, no headcount
Buy-sell, succession, estate, and periodic engagements

See how the partnership works → See a sample report Screen a new referral

For Business Owners

Know what your business is worth.

You're planning to sell or retire and want a starting position
A partner wants out — or wants in — and you need a number both sides trust
An unsolicited offer arrived, or a buy-sell notice was triggered
Estate, gift, or family transition planning calls for a defensible value
Your CPA said you need one — and you're not sure why

Check if you need a valuation → 5 questions · no contact info required

Two Ways We Help

The right level of analysis for the situation at hand.

Our Core Service

Calculation of Value

When you need a credible, standards-compliant number. Fast.

A Calculation of Value is a defined-scope engagement performed under NACVA Professional Standards: we agree on the valuation approaches and procedures upfront, apply them, and deliver a written report — in English — documenting the value and the basis for it.

Appropriate for buy-sell agreements, succession planning, partner transitions, estate and gift planning, and internal decision-making. Which scope do you need? →

Fee: $2,000 – $3,500
Timeline: 2–3 weeks · 3–4 if complex
Prerequisite: None
Report language: English

Get a quote

Annual Update

Keep your valuation current.

A streamlined refresh of a prior Calculation of Value with updated financials. Faster turnaround, lower cost.

Fee: From $750
Timeline: 1–2 weeks
Prerequisite: Prior AXIS Calculation of Value
Report language: English

Get a quote

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.

How It Works

What an engagement looks like, week by week.

Week 1Scope & documents

Week 2Analysis

Week 3Report delivery

Scope & documents

Fixed-fee engagement letter, then a focused document request. Most owners gather everything in a few hours.

Analysis

Earnings normalization, market comparables, and risk assessment. One follow-up call covers open questions.

Report delivery

A written, NACVA-compliant Calculation Report by secure link, with an analyst walkthrough of the conclusion.

No hourly billing. No surprise scope. You know the fee and the timeline before we begin.

Why AXIS

Built for the work that matters.

CVA-Certified

Every engagement is performed under 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.

Independent by Design

No brokerage commissions. No success fees. No financial interest in the outcome. Our only product is a defensible number.

Puerto Rico Market

Deep local knowledge of industries, buyers, and market dynamics. We work in English and Spanish—so every client conversation moves forward.