Are you raising investment, selling or applying for credit? Make your numbers hold up to review.
An investor, buyer or bank doesn't just look at your revenue: they review real profit, cash flow and tax and labor contingencies. If your balance sheet has unsupported items, they'll use it to negotiate the price or walk away.
- Accounting clean-up from 12 to 24 months and financial statements with notes
- 3-year financial projection and discounted cash flow valuation
- Data room with what a review asks for: contracts, IMSS, SAT, minutes and contingencies
Service in Spanish and English · Confidential
Your company
Approximate annual amounts. Nothing is saved or sent.
Your company is worth what you can prove
Unsupported balance sheet
Undocumented receivables, payables and advances make an investor suspect hidden problems, and it shows in the price.
Labor and IMSS contingencies
Contractors on fee agreements who in practice are employees are a labor and tax contingency the buyer will discount or cover with a holdback.
No credible projection
“We're going to triple in size” isn't enough. Banks and funds ask for a financial model with clear assumptions and a valuation that can be defended.
We get your company ready for review by a fund, bank or buyer
Accounting clean-up
We clean up receivables, payables, advances, bank accounts and inventory so the balance sheet ties out and can be explained.
Financial statements with notes
Balance sheet, income statement, cash flow, financial ratios and notes, with the level of detail an auditor expects.
Projection and valuation
Projection of sales, costs, investments and working capital, with discounted cash flow valuation and sensitivity analysis.
Data room
Folder with contracts, IMSS, SAT, minutes, shareholder structure and contingencies, ready to share with a link.
How it's built the price
How the price is built
Illustrative simulation with simplified assumptions. Multiples depend on industry, size, growth and market timing; the information-quality discount is an assumption to show the effect, not a rule.
Want to know what a buyer would see in your company? Request your assessment.
International firms that work with AO
“We work with AO Consultoría on financial and tax due diligence whenever our clients evaluate acquisitions or investments in Mexico. Their reports are thorough, delivered on time and easy for international investors to understand. AO Consultoría is our go-to reference in Mexico for our clients.”We'll tell you if it's not right for you
If the assessment shows you don't need the service, we'll tell you and point you to what you do need.
15+ years of experience
Accounting, tax and finance for entrepreneurs, SMEs and foreign companies operating in Mexico.
100% online, anywhere in Mexico
We work by video call and WhatsApp. You send the information; we take care of the rest.
Your numbers and your to-dos, in one place
Real profit, cash flow and an IMSS and SAT contingency traffic light, in a dashboard you can share with your investors.
From review to data room
30-minute assessment
We review your balance sheet and tell you what's missing for a review and how it could affect your valuation.
Clean-up and financial statements
Accounting clean-up and statements with notes. You send access and documents; we do the rest.
Projection and valuation
3-year financial model, discounted cash flow valuation and scenarios.
Data room and follow-up
Folder ready to share and, if you like, monthly reports for your investors.
Readiness assessment in 30 minutes. No cost.
We tell you which contingencies a fund or buyer would see today and what to fix first. If you're already ready, we'll tell you that too.
- Main findings a buyer would see
- Clean-up priorities
- Document checklist for the data room
Prefer to pick a day and time? Book a 30-minute video call.
What clients usually ask us
How long does it take to get the company ready?
It depends on how many months need cleaning up and how orderly the books are today. In the assessment we give you a concrete timeline.
What is a discounted cash flow valuation?
It's a method that estimates a company's value from the cash it's expected to generate in the future, brought to today's value. It's the method funds and buyers usually use, so it pays to arrive with your own, well-supported one.
How much could my valuation change if I put my books in order?
It depends on each company. What we do see is that a balance sheet that explains itself and a projection with clear assumptions reduce the discounts and holdbacks the buyer asks for.
I'm not raising investment soon. Is this useful to me?
If your horizon is more than 12 months, we recommend starting with orderly monthly accounting. When the time comes, preparation will be faster.
How much does it cost?
It depends on the scope and the information you already have. After the assessment we send a written proposal with a fixed fee and no hidden charges.
Come to the negotiation with numbers that defend themselves
30-minute assessment at no cost. If it's not right for you, we'll say so.