Services
Comprehensive guidance for buying or selling businesses in Puerto Rico’s dynamic economy. For sellers, services include business valuation, legal structuring, due diligence, and maximizing sale value to prevent closures. For buyers, thorough due diligence, including financial, contract, and compliance reviews, ensures risk-free acquisitions.
Tailored plans for family businesses and SMEs to ensure smooth leadership transitions, ownership transfers, or strategic exits. Services include crafting wills, trusts, estate plans, corporate succession plans, and exit strategies that honor legacies while optimizing financial and tax outcomes.
Expert legal advisory for SMEs navigating Puerto Rico’s regulatory landscape. Services include contract drafting, compliance with local laws, risk management, LLC formation, and corporate governance (e.g., Certificates of Formation, operating agreements).
Innovative financial solutions to enhance liquidity and support growth, including receivables financing (factoring, asset-based lending, purchase order financing), private capital structuring, and investment vehicle development. Helps clients access capital without diluting equity and supports mergers, acquisitions, and transitions.
Fractional COO services and customized business development solutions to drive operational efficiency, scalability, and profitability. Includes assessing operational gaps, optimizing resource use, and aligning teams for growth, transitions, or sales.
Personalized investment advisory and wealth management for entrepreneurs, professionals, and high-net-worth individuals. Services include retirement planning, risk management, tax-efficient strategies, and aligning business growth with personal financial goals.
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Explore our tailored services—from business sale and succession planning to financial strategy and operational optimization
