Independent Advisor
Market entry. M&A. Restructuring. When the decision is irreversible and the stakes are real, you don't need a team of analysts. You need one person who has been there before.
Who this is for
You run something real. The decision in front of you is consequential. And you're not looking for a slide deck — you're looking for a thought partner.
You're entering a new market, evaluating an acquisition, or deciding whether to take capital. You need someone who'll pressure-test the thesis — not validate it.
The business works but the next move is unclear. Restructure? Double down? Exit a vertical? The cost of indecision is compounding and you need clarity fast.
Portfolio companies, family offices, or holding structures. You want an independent perspective that isn't selling the next engagement. Just the truth.
The problem
"I have advisors. But none of them will tell me not to do the deal."
"We spent $200K on diligence and I still don't know if we should move forward."
"My team is too close to this. I need someone with no stake in the outcome."
"I don't need a framework. I need someone to sit across the table and think with me."
How we work together
Three formats, each designed around how real decisions actually get made.
90 minutes
One high-stakes decision. One focused conversation. You leave with a clear yes, no, or here's-what-I'd-do.
Monthly engagement
For decisions that unfold over weeks — market entry, deal evaluation, restructuring plans. I'm in your corner for the full cycle.
By application
Ongoing advisory for principals and operators who want a trusted external perspective on a recurring basis.
What clients say
"He told us to kill the deal. We were furious. Six months later the market proved him right and saved us $2M in runway we would have burned."Founder, SaaS ($40M ARR) Market entry advisory
"Juan is the only advisor I've worked with who doesn't optimize for the next engagement. He optimizes for the right answer — even when it means telling you to do nothing."Managing Partner, Family Office Portfolio risk assessment
"One 90-minute call replaced three months of internal back-and-forth. The clarity was immediate and the decision memo is still pinned in our Slack."COO, Logistics Scale-Up Restructuring decision
"I hired a Big Four firm for $300K. Then I hired Juan for a fraction of that. Juan's work was more useful in the first week than theirs was in three months."CEO, Cross-border Services M&A advisory
Before I take on any market-entry advisory, I run the founder through these 7 questions. If they can't answer #3 and #5, I tell them to wait. Get the filter — score yourself before you spend a dollar.
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The 7-Question Market Entry Filter
The approach
Most advisory is structured around deliverables: decks, reports, frameworks. That's useful when you need analysis. It's useless when you need judgment.
What I do is simpler and harder: I sit across from you, understand the full picture, and tell you what I'd do if it were my money, my company, my decision. No hedging. No "it depends." A clear recommendation you can act on today.
This works because I have no recurring revenue incentive. I don't need you to hire me again. I need you to make the right call — and if the right call is "do nothing," I'll say that.
I don't optimize for the next contract. I optimize for the right answer, even when it ends our work together.
You can hire analysts anywhere. What you can't easily find is someone who's sat in your chair, made similar calls, and will tell you the truth.
Most high-stakes decisions have a decay function. A good answer this week beats a perfect answer in three months.
Let's talk
A 15-minute discovery call. No pitch, no pressure. Tell me what you're working through — I'll tell you honestly whether I can help.
Prefer email? juan@berick.finance