Ariel “Apo” Potot
Business Valuation ● Mergers & Acquisition ● Wealth Management
With over 20 years if experience in business valuation, mergers and acquisitions, and wealth management, I bring a multidisciplinary approach that bridges finance and legal strategy. I specialize in structuring complex transactions, guiding clients through business lifecycle transitions, and preserving wealth across generations.
My expertise lies at the intersection of financial analysis and legal architecture - from entity structuring and succession planning to due diligence and post-acquisition integration. I work closely with entrepreneurs, family offices, and corporate clients to unlock value, mitigate risk and optimize deal outcomes.
Personal Advocacies
Financial Literacy
Offers guidance on how to manage money wisely, from budgeting and saving to understanding debt, investments, and long-term planning.
Services are designed to build confidence in handling personal and business finances, with an emphasis on practical tools and real-world applications.
Agri-urban
Focuses on the intersection of agriculture and urban growth, helping communities and stakeholders create systems where food production, sustainability, and economic development go hand in hand.
Support includes project planning, policy alignment, and scalable models that connect rural producers with urban consumers.
MSMEs
Provides consultation services for Micro, Small and Medium Enterprises on streamlining operations, improving financial health and exploring growth opportunities focusing on the AI framework.
Services include Mergers & Acquisitions - assisting in business valuation, deal structuring and negotiations to ensure smooth and strategic transitions.