Start with the hour that costs nothing.
Three short steps so the conversation starts prepared. A senior banker (not a sales team) follows up personally.
What happens next
You send this
Three short steps. Two minutes, and nothing you would not say on a first call.
Our team reads it
Not a sales team, because there is not one. Your answers go straight to the bankers and accountants who will do the work.
The hour gets scheduled
Personally, usually within one business day. Bring the numbers you have.
Bringing a deal? Run the numbers first. It makes the first conversation sharper.
Run the numbersFair questions
What happens after I submit this?
A senior banker on our team reviews your answers personally and follows up to schedule the complimentary hour. You will not be handed to a sales team, because there isn't one.
Is the first conversation really free?
Yes: one full hour with a senior banker, no obligation. If we're not the right fit, you'll leave knowing that, and usually knowing who is.
Why is there no pricing on this site?
Because honest pricing follows an assessment. Engagements are scoped to transaction volume, account complexity, and the state of your books. The written proposal is the price.
Who do you work with?
Businesses nationwide and in Puerto Rico, with the deepest experience in construction trades, contractors, developers, professional services, manufacturing and distribution, plus CDFIs and mission lenders. Not sure you fit? Ask. That gets settled in the first conversation, and you'll leave with sound advice either way.
Is it just the two principals?
No. Rafael and Ruben lead every engagement, and behind them is an accounting team of more than fifteen, ready to take on new books, plus a CPA partner for tax work.
Is what I share confidential?
Yes. Your financials and your plans stay between you and the principals, full stop.