Resources for capital movement preparation
Before sale, partner, capital, or succession you need to measure sellability and close gaps. Resources by situation, dimension, frequent question, programs, and clarifications before purchase. The guide to prepare for sale is a common path, not the only one.
Before the table you need sellability score and prioritized gaps. If you plan to sell, the preparation-to-sell guide is a common starting point; partner, capital, and succession or professionalization have their own paths.
Preparation to sellProcess phases, sellability, realistic valuation, and checklist before opening conversations with a counterparty.Frequent reads
First 90 days before capital movements
What to do in the first 90 days before capital moves. Without improvising.
Read resource →Owner dependency and sellability
Owner dependency and informal governance: when the business cannot run without you.
Read resource →How much is my SMB worth?
Why price comes after preparation — and what to measure before setting expectations.
Read resource →
By frequent question
By situation
- Preparation to sellProcess phases, sellability, realistic valuation, and checklist before opening conversations with a counterparty.
- Preparation for partner entryOwnership and price before the incoming party sets the numbers. Score and prioritized gaps documented with committee-grade rigor.
- Preparation before raising capital or creditFund, bank, or round: score and gaps with committee-grade rigor before term sheet.
- Preparation for succession or professionalizationFamily succession or professional CEO: score and gaps before the table — without forcing a sale to a third party.
By preparation dimension
- First 90 days before capital movementsWhat to do in the first 90 days before capital moves. Without improvising.
- Financial documentation before the tableFrom informal records to due diligence ready. How your score rises.
- Tax risk (SAT) before capital movementsSAT contingencies, tax audit, and invoicing before capital moves: what a counterparty reviews and what the Diagnostic does not measure.
- Labor risk (IMSS, PTU) before capital movementsIMSS, PTU, tenure, and silent labor liability: what a counterparty reviews in due diligence and what the Diagnostic does not measure.
- Customer concentration before capital movementsHow a dominant customer lowers your multiple and what to do before the table.
- Owner dependency and sellabilityOwner dependency and informal governance: when the business cannot run without you.
Before you buy
- Why does it cost $497 USD?What the preparation Diagnostic includes, what it does not, guarantee, and no sales calls.
- Preparation for counterparty vs accountantTax filings do not measure counterparty preparation. The Diagnostic does.
- Preparation Diagnostic vs due diligencePreparation diagnostic vs data room and due diligence. When each applies.
Programs
- Preparation DiagnosticScore, prioritized gaps, and preparation receipt. Questionnaire ~30 min, PDF, and interpretation session. Buy online ($497 USD), no sales calls.
- Strategy programClose high-impact gaps before fund, partner, or bank reviews your numbers. 4–6 week program with 90-day plan.
- Transaction programDocumented evaluation, executive letter, and support when there is already LOI, due diligence, or active negotiation.
Related resources
Score, gaps, and preparation
Score, gaps, and range as a consequence of your preparation.
Comparison before you choose how to prepare
Status quo, calculator, consulting, or Vestcrest Diagnostic.
Sellability: the metric before price
The metric before price. Preparation manifesto.
Sample preparation receipt
Sample with demonstration data.
Pricing and preparation tiers
Diagnostic, Strategy, and Transaction.
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