Preparation for counterparty vs accountant
Your accountant closes the fiscal year. A fund, incoming partner, or bank measures sellability and penalizes gaps. They are different views. The Vestcrest Preparation Diagnostic is to prepare you before negotiating sale, partner, capital, or succession.
How is it different from your accountant?
Your accountant closes the fiscal year and meets SAT obligations. A fund, incoming partner, or bank measures sellability: they rebuild EBITDA, normalize owner compensation, and penalize customer concentration. Different views of the same business.
For the definition of normalized EBITDA at Capital En Orden, market reference, not a substitute for the Diagnostic.
When to use each one?
The accountant is essential for tax compliance. The Vestcrest Diagnostic is to prepare you: sale, partner entry, or capital. When you need score, prioritized gaps, and a defensible range, not only audited statements.
How long and how much?
A formal valuation with a consultant usually costs $3,000–$10,000 USD and takes 4–6 weeks. The Vestcrest Diagnostic costs $497 USD and completes in ~30 minutes of questionnaire plus processing. Starting point, not a certified expert opinion.
Is it formal or certified valuation?
It is a preparation diagnostic with investment banking methodology. Not a certified expert opinion for courts. It works as a defensible base to negotiate with partner, fund, or bank, and to align your CFO, accountant, or lawyer before a formal process.
If you already have a counterparty and timeline, the next step is not the accountant but the guide preparation Diagnostic vs due diligence, which separates preparation diagnostic from data room.
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