Senior finance counsel for port-adjacent and capital-intensive businesses.
Outsourced controllership and loan and sale readiness, complemented by compliance and risk advisory, for capital-intensive port-adjacent businesses.
The pressure owner-operators feel
The banker
Wants a clean, defensible package before extending capital.
The auditor
Needs confidence in controls, continuity, and reporting.
The buyer
Pays for predictability and walks from surprises.
Most finance functions were built for bookkeeping, not for these conversations.
Capital-intensive, anchored to the port
Port and marine ecosystem
Terminals, marine services, and the businesses that ring the harbor.
Logistics, port-adjacent
Warehousing, drayage, and distribution tied to port flow.
I-4 corridor logistics
Capital-heavy logistics along the Tampa–Orlando spine.
Manufacturing, wholesale, and construction owner-operators are also served on a referral basis.
Three service lines
Outsourced Controllership
A senior controllership function, on call, without the cost of a full-time hire.
- A monthly close ready for banker, board, or buyer
- Decision-grade reporting, not just compliance reporting
- Controls that hold up to audit and surety review
- Cash and working capital visibility
Loan and Sale Readiness
Get the company ready to stand in front of a banker, a surety, or a buyer.
- A defensible financial package
- Quality-of-earnings groundwork built in advance
- Forecasts that survive diligence questions
- A calm, prepared owner across the transaction
Compliance and Risk Advisory
Structure that holds firm against audit, regulator, and surety.
- An internal controls assessment
- Audit readiness preparation
- Recurring compliance support
- A risk register with mitigation
Built on depth, not headcount
Built for port and capital-intensive operators
We think natively in CapEx, working capital, fleet, and terminal economics, not generic small business finance.
Work directly with the principal
You deal with a senior advisor throughout, never handed down to a junior team.
Independent by design
We do not sell audit or tax, so we sit beside your auditor and tax preparer with no conflict of interest.
Trilingual by nature
Fluent across the Brazil and Florida corridor, in English, Portuguese, and Spanish.
Senior counsel from day one, and through every engagement.
A simple path to start
Initial conversation
A short exploratory coffee or call about the business and the pressure points. No cost.
Financial Readiness Diagnostic
A paid diagnostic of your numbers and readiness, with a credit-back that puts its fee toward the engagement that follows.
Proposal and engagement
Based on the diagnostic, a clear written proposal and formal engagement letter for the ongoing work. No surprises.
Execution and review
The work, delivered, with steady check-ins.
Who you work with
A career built at the intersection of Big Four audit and heavy, capital-intensive port and logistics operations.
Andre A. Santos
Let's talk.
A short conversation is the best way to see if Fermo fits.