Economic Development Incentives (Act -73)

The Act provides economic incentives, tax exemptions and tax credits to businesses engaged in eligible activities in Puerto Rico. Eligible activities include, but are not limited to: • Industrial units dedicated to the manufacture on a commercial scale • Subcontracted services rendered in Puerto Rico that are essential to a manufacturing unit that belongs to “a high economic impact cluster” Read More

Export Services (Act-20)

The “Export Services Act”  was designed to create a World Class International Service Center. The Act provides tax exemptions and tax credits to businesses engaged in export services, including but not limited to: • Research and development • Advertising and public relations • Graphic design • Professional services such as legal, tax and accounting services • IT and software development Read More

Fairness Opinion

The fairness opinion is a detailed report that represents an in-depth analysis of the price, terms and conditions of the offer in a purchase-sale transaction and provides a financial opinion about the reasonableness of the transaction for the selling party. Among the most common types of transactions are the sale of shares, sale of a division Read More

Business Interruption

The interruption of the business as a result of a natural disaster represents a significant economic damage for most of the small and medium-sized companies, even being able to force the bankruptcy. Therefore, it is important that if you have adequate coverage, prepare an expert report that estimates the economic damage externally and objectively. In some cases Read More

Due Diligence

Represents the process of analysis, review, research and validation of qualitative and quantitative information during the purchase-sale process. There are different types of due diligence but the most common are financial, legal and operational. Sullivan Consulting specializes in financial due diligence. Without a doubt, it represents one of the most critical and relevant when making the Read More

Business Plan

The business plan is key for all types of companies no matter their size, industry or location and is necessary for all stages of the development of it. Although it is more common to associate business plans for start-up companies, it is also necessary to have a business plan for mature companies since the business model, Read More

Exit Readiness

When it comes to selling a company, it is crucial to have a strategy that allows the selling party to optimize the value of the same and eliminate all the risks associated with a purchase-sale transaction at the time of closing. Most entrepreneurs have not been exposed to this type of transactions and in most cases, Read More

Calculation Report

The Calculation Report is a report where you agree with the client, prior to the valuation analysis, the methods that will be applied for that report. Unlike the Valuation Engagement where a value conclusion is reached after considering all the methods and applying the corresponding procedures, in the Calculation Report a value calculation is made without Read More

Buy-Sell Agreement

The buy-sell agreement is an agreement between the shareholders of a company that ensures the continuity of the business in an unforeseen event such as death, separation, retirement, bankruptcy, resignation or sale of the shares of a shareholder. The main goal is to guarantee the continuity of the company and protect it from any event, circumstance Read More

Succession Planning

Workforce planning is focused on having the right people, throughout the organization, in the right place at the right time. Succession planning is a subset of workforce planning, but is focused specifically on having the right leadership in the right place at the right time. In the corporate world, individuals are often hand picked and groomed Read More