Welcome to Advising
Your Trusted Guide to Financial Success
Where our mission, vision, and values are not just words on a page—they are the principles that guide every decision we make and every action we take.
Mission
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.
Vision
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.
At Advising
our brand values stand at the core of everything we do
They guide our actions, decisions, and interactions, ensuring we remain committed to excellence, integrity, and the success of our clients. Our values—integrity, expertise, innovation, client-centricity, collaboration, and accountability—are not just ideals but the practical standards we live by every day. They shape our approach to financial consulting, driving us to deliver unparalleled service and solutions.
We embrace the belief that business is a powerful platform for helping others and prioritize making a positive difference in people’s lives, going beyond financial success to create meaningful impact and contribute to the greater good.
We embrace unwavering authenticity as the cornerstone of integrity, staying true to our values, principles, and beliefs even in the face of challenges or pressures.
We are a catalyst for empowerment. We empower clients and colleagues to unlock their true potential and to inspire them to take ownership of their success. We also provide the tools and support needed to thrive.
We strive for impactful simplicity in all endeavors. We encourage consultants to simplify complex problems, distill information to its essence, and deliver elegant and user-friendly solutions.
We foster purposeful disruption. We encourage consultants to challenge existing systems, disrupt industries, and drive positive change through innovation, while keeping the larger purpose and societal impact in mind.
We cultivate unbridled curiosity. We encourage out team to continuously seek knowledge, explore new horizons, and embrace a growth mindset that fuels lifelong learning and intellectual curiosity.
We encourage a culture that sees failure as a stepping stone to success, celebrating the lessons learned and encouraging resilience in the face of setbacks.
What Set Us Apart
We Are Philomaths
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
Don’t just take our word for it
what Our Clients Say
Hear from the businesses and leaders who’ve experienced firsthand the transformative impact of partnering with Advising. Their stories are a testament to the dedication, insight, and results we bring to every project.
Alina, our new Fractional CFO, has significantly boosted our small business with her financial guidance. Her expertise in forecasting and finding cost savings has clarified our financial health and fueled growth. She communicates complex ideas simply, aligning our team with financial goals. Alina’s impact has improved our finances and positioned us for future success.
Carla Sanchez Silva – CEO Proyecto Colectivo
Her ability to simplify complex financial strategies into actionable plans has significantly impacted the businesses she’s worked with, including mine. Alina’s strategic foresight, ethical approach, and leadership have not only driven growth but also fostered resilience and integrity within organizations. Her contributions extend beyond finance, embodying visionary leadership that any company would value highly.
Omar Picart – President & CEO Numera
Advising revolutionized our approach to financial strategy, propelling us onto a trajectory of success far beyond our wildest dreams. Their profound expertise in fractional CFO services has been nothing short of transformative for our business, marking a pivotal shift in our journey towards unprecedented growth and prosperity. The strategic insights have unlocked new opportunities that we had never before considered possible.
Efraín Reverón – CEO Kemosabe
