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Pricing and preparation tiers

The Preparation Diagnostic costs $497 USD and includes sellability score, up to 5 prioritized gaps, normalized P&L, reconciled range as consequence, PDF, and a 30-minute session, with scenarios, sensitivity, and benchmark when your preparation supports it. Strategy closes gaps with a 4 to 6 week program; Transaction starts when there is an active counterparty.

Offer

Choose your stage

No score or documented gaps yet? Preparation Diagnostic. Gaps identified? Strategy. Active counterparty and timeline? Transaction. Range grows with your preparation: scenarios in Preparation Diagnostic, revised valuation in Strategy, counterparty model in Transaction.

Preparation Diagnostic

$497 USDCobro en MXN al tipo de cambio USD/MXN vigente (Mercado Pago).one-time payment

Committee methodology

Evaluator side · diagnostic before the table. Score, gaps and range as a consequence of your documented preparation.

Your data: LFPDPPP notice, personal link and NDA on request.

Preparation Diagnostic buyers receive $497 USD credit valid for 30 days when migrating to Strategy.

Sale, partner, capital or succession: document your preparation before the table. Sellability score, prioritized gaps and defensible range as a consequence, with extended normalization, scenarios and sensitivity when your preparation supports it.

  • 30-minute session with Abelardo Navarro to interpret your results. What each number, gap, and next step means
  • Sellability score 0–100 and up to 5 prioritized gaps by impact on your table
  • Normalized P&L as a fund, incoming partner or bank would see it
  • Extended normalization: owner compensation, non-recurring items and other add-backs (optional; without data, the model uses what was reported)
  • Sector benchmark vs comparable SMEs and 3-year projection if you close gaps
  • 1-page executive summary and PDF of the full report
  • Reconciled tripartite valuation, scenarios and sensitivity table, consequence of your documented preparation

Your documented preparation receipt; Strategy closes gaps with addendum. Includes 30-minute session to interpret your results. No sales calls to buy.

Get my report
Abelardo Navarro
Abelardo Navarro
Former CFO, Inmobilia · Investment Committee · +$4,500 MDP · CKD $6,000 MDP (BMV)

Strategy

$2,997 USDCobro en MXN al tipo de cambio USD/MXN vigente (Mercado Pago).one-time payment · 4–6 week program

The diagnostic identified your gaps. This program closes gaps and revises your valuation with Abelardo Navarro. Three to five researched transaction comparables, interpreted sensitivity tied to the 90-day plan and scenarios by gap, before fund, partner or bank reviews your numbers.

Advisory at this level costs $8,000–$15,000 at any firm. Includes valuation depth other firms quote as Advanced. You pay less here because the report already did the diagnostic. Every hour with Abelardo is execution, not exploration.

  • Valuation addendum with 3–5 transaction comparables researched by Abelardo and revised range post-improvements
  • Session 1 (90 min): model review, scenarios by gap and interpreted sensitivity with Abelardo Navarro
  • 90-day action plan. By gap, with goals, KPIs and owners, each KPI tied to valuation impact
  • Session 2 (90 min): progress, sensitivity adjustments and preparation for next step
  • Two 90 min sessions with Abelardo + async data review for comparables between sessions
  • Includes Preparation Diagnostic if you do not yet have your Vestcrest report

4–6 week program with 90-day action plan and defensible addendum at close.

Implement gap plan
Abelardo Navarro
Abelardo Navarro
Former CFO, Inmobilia · Investment Committee · +$4,500 MDP · CKD $6,000 MDP (BMV)

Transaction

from $5,000 USD + 0.5%

For processes with LOI, due diligence or active negotiation. Abelardo was on Inmobilia's Investment Committee: model evaluation, bank negotiation, trusts and co-investments. Counterparty model with due diligence normalization, named transaction comparables and negotiation annex.

Operator knowledge, not consultant slides. Structures with INVEX, CIBanco, Monex and Related México.

  • Extended model for the table: adjustment ledger (due diligence) on the year 3 path, does not replace the Preparation Diagnostic report PDF
  • 3–5 named transaction comparables to defend the range against buyer objections
  • Executive letter for fund or bank when scope includes it (optional; annex is enough for negotiation table)
  • Negotiation annex for fund, bank or buyer (short deck for the table, not the full report)
  • Probabilistic scenarios when the table requires them
  • Led by Abelardo Navarro. Documented evaluation and support in due diligence, negotiation or structure
  • 0.5% of closing value above your base Vestcrest valuation (scope and billing in SOW; not charged online)

Schedule a 30-minute call. No cost. No pressure. Only to see if we can help.

Schedule scope call

How we calculate score and gaps → · View sample report →

Why $497 USD and not a six-week consultancy?

A formal valuation with accountant or consultant costs $3,000 USD–$10,000 USD y tarda 4–6 weeks. Vestcrest delivers score, prioritized gaps, normalized P&L, PDF and interpretation session, with the same committee rigor. Defensible starting point before investing more time and money. $497 USD.

Before you pay

The two questions that matter most

Is it a formal or certified valuation?

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.

Would a fund or bank take it seriously for $497 USD?

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.

View all frequently asked questions →

Guarantee

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

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»

Privacy notice and full program →

Fuentes

Document your preparation for capital movements before the table

Book inspection · $499 USD

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

View example report →

30-minute process · no sales calls · Privacy notice and full program