Strategic Guidance
We go beyond numbers
Wisdom & Expertise
Deep industry knowledge
Client-Centric
Personalized service
Accountability
Trust is earned
More than just financial advisors
we are your trusted


Our experienced team delivers fractional CFO services, business valuations, and exit planning, designed to help you make smarter decisions, improve profitability, and prepare for long-term success. Whether you’re in Puerto Rico, Miami, or Medellín, we bring clarity, accountability, and growth strategies to the table.
Ready for Financial Success?
We’ll Guide You There
Our mission is to help business owners and CEOs make confident, data-driven decisions through expert Fractional CFO services, business valuations, exit planning, and strategic financial advisory. Based in Puerto Rico and serving clients globally, we empower leaders to unlock growth, protect value, and prepare for what’s next, with clarity and strategy at every step.
We envision a business world where companies of all sizes, across Puerto Rico and beyond, have access to high-level financial leadership, accurate valuations, and clear exit strategies without the burden of hiring full-time teams. Our goal is to become the trusted partner for growth-focused entrepreneurs who want to build, scale, and exit with confidence and purpose.
+1 (939) 308 8888
Experience & Expertise
Meet the Solvers
We don’t just crunch numbers, we get to know you, understand your goals, and tailor solutions that truly work. Think of us as your trusted partners, navigating challenges with expertise and building trust every step of the way.

Alina Rivera
CPA, CVA, MAFF, CEPA,
CFE, CGMA, MBA

Alina Rivera

Dialy M. Otero
CPA

Dialy M. Otero
Navigating the Financial Labyrinth Together
latest insights
Learn about effective financial planning techniques tailored to different business stages and objectives.













