First 90 days before capital movements
The first 90 days are to measure your sellability score, prioritize gaps, and decide whether to fix them before contacting buyers. The Vestcrest Preparation Diagnostic is the starting point: ~30 minutes of questionnaire.
Why 90 days before opening conversations?
Most owners open conversations without knowing their sellability score or which gaps lower the multiple. The first 90 days are to measure preparation, prioritize gaps, and decide whether to fix before the table or negotiate with eyes open.
What to do in weeks 1–2?
Complete the Vestcrest questionnaire (~30 min), get score, prioritized gaps, and defensible range. Share the PDF with your CFO, accountant, or lawyer. Schedule the 30-minute session to interpret which gaps move valuation more than negotiating 0.5× at the table.
What to do in weeks 3–8?
Attack gaps marked High impact: customer concentration, informal documentation, owner dependency. If score is below 60, or below 65 with high-impact gaps, consider Strategy for a 90-day plan with Abelardo before contacting funds or brokers.
If informal documentation is one of your priority gaps, the guide financial documentation before the table describes the levels and what raises your score.
What to do in weeks 9–12?
Review whether documented and operational preparation improved. If score rose and critical gaps are closed, you can open counterparty conversations. If material gaps remain, stay on Strategy or postpone the market. Negotiating without preparation costs more than waiting.
Fuentes
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