Frequently asked questions

With a documented privacy and security program: notice under LFPDPPP, ARCO rights, NDA on request, personal report link without public indexing and least-privilege access controls. We do not sell or use your data for marketing. Full detail at /privacy.

We operate a security program designed under SOC 2 Trust Service Criteria (Security and Confidentiality) and ISO 27001 good practices: access, event logging, incident response and vendor assessment. SOC 2 Type II certification follows an audit calendar; controls operate from program start.

Yes. The PDF is yours to share with whoever you choose. Vestcrest does not contact third parties or use your data for prospecting. We only communicate with you about delivery of your report.

Your $497 USD payment is fully credited toward the Strategy Program ($2,997 USD) if you migrate within 30 days of purchase.

If your report does not identify specific prioritized gaps from your data, we redo the analysis at no cost.

Strategy ($2,997 USD) when you already have a diagnostic and gaps to close, but no LOI, data room or timeline with counterparty yet: 4–6 week program with 90-day plan and revised valuation with Abelardo. Transaction (from $5,000 USD, scope on a call) when there is an active process: counterparty, due diligence or negotiation and you need extended model, executive letter or documented support. Preparation Diagnostic ($497 USD) is always the first step if you do not yet have score and documented gaps.

When you have decided to sell, bring a partner, raise capital or structure a process with a real counterparty and need documented evaluation or executive letter for third parties. If you first need to close gaps without an active counterparty, Strategy is the intermediate step.

Yes: buy online, complete the questionnaire (~30 min), pay $497 USD and receive your web report with PDF. No sales calls or pressure. Includes a 30-minute interpretation session with Abelardo (advisory included, not a sale) when you schedule it.

You need 3 years of revenue and basic expenses (COGS, payroll, marketing, tech, other), customer concentration and documentation level. The questionnaire takes ~30 minutes. Your report generates when you complete the process.

Yes. We calibrate EBITDA multiple by margin, sector (low vs high asset intensity) and operating adjustments; DCF and asset-based use discounts and asset intensity by sector. Sources: Capital En Orden, IBBA, Damodaran, Rosenbaum & Pearl.

Sellability score 0–100, up to 5 prioritized gaps, normalized P&L, sector benchmark, 3-year projection, executive summary, PDF and 30-minute session with Abelardo. Includes extended normalization (owner compensation and optional add-backs), scenarios, sensitivity and reconciled tripartite valuation as a consequence of your preparation. Questionnaire ~30 minutes; no sales calls to buy.

Below 60: priority optimization before fund or market. 60–74: areas to improve, the report may suggest Strategy if there are high-impact gaps or score below 65. 75 or more: documented preparation to open conversations with a counterparty. Thresholds guide prioritization; they do not guarantee close or price.

Yes. The report is designed for SMEs with real financial history ($500K–$5M+ USD). Abelardo applies the same type of analysis he used on investment committees and with banks (normalization, gaps, defensible multiple), adapted to your scale.

Yes, when you need to know whether the business can operate without you before the family conversation. The report prioritizes owner dependence, operational succession and documentation: the same gaps a successor or professional manager would review. It does not replace family protocol or succession legal advice.

No. Vestcrest delivers diagnostic and preparation for capital movements, sale, partner, financing or succession, with evaluator-side methodology. Not a certified expert opinion or regulated securities or investment advice. Transaction is support in processes you initiate, within scope agreed in writing.

It is a preparation diagnostic for capital movements, with evaluator-side methodology. Not a certified expert opinion for courts. It serves as a defensible preparation receipt to negotiate with partner, fund or bank, and to align your CFO, accountant or lawyer before a formal process.

The report is designed for real companies, not perfect statements. We identify gaps and their impact on your score and sellability, the same things a counterparty would penalize. The messier the numbers, the more it pays to know what to fix before negotiating.

Yes. The report gives you a defensible range and sellability score that helps anchor partner entry conversations. Without listing the company or giving up operational control.

Yes. We normalize P&L as an incoming partner would see it, prioritize gaps by impact and deliver a one-page executive summary to align stake and value expectations before signing terms.

Preparation Diagnostic does not replace full due diligence, but documents score, gaps and preparation with the same rigor a committee reviews before approving capital: normalized P&L, prioritized gaps and range as a consequence. It is the serious starting point before investing in a data room or six-week advisory.

Preparation Diagnostic gives sellability score, prioritized gaps, normalized P&L and report PDF with ~30 min questionnaire, with scenarios, sensitivity and range as a consequence when your preparation supports it. Includes a 30-minute interpretation session. A data room or due diligence is the next level when there is already a counterparty and timeline. That is Transaction. If you need to close gaps first, Strategy is the intermediate step.

Yes. Abelardo's experience includes co-investments, capital vehicles on BMV and negotiation with institutional banks. The report works equally to anchor a round, partner entry or credit, and also for family succession or professional manager if you do not plan to sell to a third party. Not only for a full sale.

Yes. The same Preparation Diagnostic measures sellability score and prioritized gaps, it does not imply you will sell. It works if you plan family succession, professional manager or mixed governance: documents whether the business can sustain itself without you before the table. Sellability here is documented preparation, not an obligation to sell.