Sale
Close gaps and document your score before opening conversations. Price comes when your preparation is defensible.
Who is behind Vestcrest
Vestcrest was created by Abelardo Navarro, CPA (UNITEC) and MBA (ITAM), former CFO of Inmobilia and Investment Committee member, with trust structuring alongside INVEX, CIBanco, Monex, and Related México and USD $170M syndicated credit at NH Hotels (Caribbean).
Who is behind this
Abelardo Navarro
Former CFO · Investment Committee (Inmobilia · NH Hotels)CPA (UNITEC) · MBA (ITAM)
Ver perfil en LinkedIn →Abelardo Navarro
Strategic financial consultant · former CFO, Inmobilia and NH Hotels (Caribbean)
I built Vestcrest so SME owners in Mexico get the same preparation rigor funds, partners and banks use. No six-week consultancies or sales calls to start.
CPA (UNITEC) and MBA (ITAM), with diplomas in finance and strategic planning (Universidad Panamericana, Universidad Anáhuac). Former CFO of Inmobilia and Investment Committee member. From the side that approves models, trusts and financing with institutional banks, not the consultant who writes slides. At Inmobilia he negotiated structures with INVEX, CIBanco, Monex and Related México; at NH Hotels (Caribbean) he coordinated USD $170M syndicated credit. Today he advises owners with the same rigor.
The same criteria an investment committee or bank uses to approve capital (normalized EBITDA, customer concentration, owner dependence, information quality) define your sellability when you pursue a sale, partner, financing, succession or professional manager.
- Investment Committee, Inmobilia. Models and trusts with INVEX, CIBanco, Monex and Related México
- +$4,500 MDP in structured financing; CKD vehicle $6,000 MDP on Bolsa Mexicana de Valores
- NH Hotels (Caribbean). Syndicated credit USD $170M; hotel project USD $320M
- 25+ years in corporate finance, treasury and capital structuring
Partner
Experience on investment committees, co-investments and multi-party structures (trusts).
Capital
Investment Committee and trusts with INVEX, CIBanco, Monex and Related México. +$4,500 MDP in financing and CKD vehicle $6,000 MDP on BMV.
Succession
Operational continuity and owner dependence, the same committee rigor that applies before handing off to children or a professional manager.
The context
Before you sit with a fund, partner or bank
you need a preparation map, not just a multiple
Statements for SAT, not for a counterparty
Your accountant closes the fiscal year. A fund, incoming partner or bank rebuilds EBITDA, normalizes owner compensation and penalizes customer concentration.
Gaps that cut your multiple before the table
You heard companies in your sector are worth 4× EBITDA. But owner dependence, informal documentation or one client at 40% of revenue can cut that number in half.
Negotiating without a map means arriving without score or gaps
Without prioritized gaps or documented score, you enter the table with an invented range. The counterparty arrives with analysts. You arrive with intuition.
Score and gaps first; range comes as a consequence
Score and gaps first: what to fix before fund, partner or bank. The reconciled range comes as a consequence of your documented preparation. Includes sector benchmark and 3-year projection if you close gaps.
“Not an online estimator. It is your preparation receipt before the counterparty sets price.”
Fuentes
Security and confidentiality
Privacy and security program for financial data
Vestcrest operates with a documented privacy and security program. These four pillars support every report.
LFPDPPP privacy
Full notice, purpose limitation, processor registry and ARCO procedure (access, rectification, cancellation and objection) under Mexican personal data law.
Security program
Documented controls designed under SOC 2 Trust Service Criteria (Security and Confidentiality) and ISO 27001 good practices: access management, event logging, incident response and vendor assessment.
Access control
Your report is delivered via personal link; it is not indexed in search engines. Data is not publicly readable: access restricted to authorized team and contracted infrastructure under contract.
Service scope
Diagnostic and preparation for capital movements, sale, partner, financing or succession. Not a certified expert opinion or regulated intermediation: Transaction covers support in processes you initiate, within scope agreed in writing.
Controls operate since 2026-06-09. Type I readiness target July 2026; independent audit August 2026. No SOC 2 Type II certification yet, control design does not wait for an institutional client to request it.
NDA available on request · contacto@vestcrest.com · subject «NDA»
Document your preparation for capital movements before the table
Book inspection · $499 USDIf your report does not identify specific prioritized gaps from your data, we redo the analysis at no cost.
30-minute process · no sales calls · Privacy notice and full program