Preparation for partner entry
An incoming partner penalizes owner dependency and customer concentration. The diagnostic documents score and prioritized gaps before the incoming partner sets participation or price, with range as consequence when your preparation supports it.
Why does preparation matter before the incoming partner?
An incoming partner or co-investor does not negotiate only the %: they rebuild EBITDA, normalize owner compensation, and penalize concentration and owner dependency. If you do not have that map first, the ownership conversation starts from intuition, not evidence.
Tax, labor, documentation, and the five dimensions shared with sale or capital are in preparation to sell.
What does the diagnostic give you in a partner entry?
Score and prioritized gaps to align ownership % with the incoming party, without listing the company or giving up control too early. Includes reconciled valuation scenarios, sensitivity table, extended normalization (optional), sector benchmark, and reconciled range, normalized P&L, and a one-page executive summary for your lawyer and the incoming partner.
Deliverable details are in why does it cost $497 USD?.
Does it work to set ownership % without selling the company?
Yes, one of the most common cases. Operating partner or minority co-investor: the report anchors value today without a sale process. You share the executive summary to set ownership on documented preparation, not on what each side thinks it is worth.
Does it help in a minority or 50/50 partner negotiation?
In 50/50 or minority entry, tension is usually owner compensation below market and concentrated customers. Normalized P&L and gaps show what adjustments the incoming party would make, so the % starts from numbers, not intuition.
If concentration or owner dependency are High gaps, go deeper in customer concentration before capital movements and owner dependency in related links.
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