Watch Here: https://youtu.be/ZCwj--I0XU0
About the Guest:
Alina Rivera is a business valuation expert and the founder of Advising Puerto Rico, a firm specializing in business advisory, financial planning, and fractional CFO services. With a background in auditing, forensic valuation, and advisory work for global firms like BDO, she helps business owners understand the true worth of their companies and prepare for growth, financing, and eventual exit. Rivera is also a strong advocate for using business valuation as a proactive tool rather than just a transaction necessity.
Key Takeaways:
Business Valuation as a Strategic Tool – Business owners often overestimate their company’s worth. Regular valuations help align expectations and identify key value drivers.
Exit Planning Should Start Now – Waiting until retirement or an emergency to prepare for an exit can result in financial disaster. A business should always be sale-ready.
Puerto Rico as a Business Hub – The island offers tax incentives for companies that export services, making it an attractive option for entrepreneurs, including those in tech and finance.
Fractional CFOs Drive Growth – Businesses earning between $1M-$10M benefit significantly from hiring a fractional CFO to manage cash flow, forecasting, and growth strategy.
Common Valuation Mistakes – Owners often base their valuation on industry hearsay or personal financial needs rather than market data and financial fundamentals.
Owner Dependency Kills Business Value – A company reliant on its owner for operations, sales, and decision-making is much harder to sell and less attractive to buyers.
Financial Planning & Process Documentation – Having structured financial statements, KPI tracking, and documented workflows is critical for growth and eventual sale.
The Risks of Poor Succession Planning – Businesses without a succession plan risk collapse when an owner unexpectedly leaves due to illness or other circumstances.
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Contact Alina on
Linkedin: https://www.linkedin.com/in/triveraa/
Website: https://advising.global/
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