Financial & Strategic Advisory for Entrepreneurs, Investors, and Immigration Petitions
Through rigorous financial modeling, strategic planning, and valuation, we provide the clarity needed to grow, expand, and navigate complex processes.
We support entrepreneurs and investors across the U.S. and Latin America in making high-stakes business and investment decisions.
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Trusted by entrepreneurs, investors, and immigration attorneys across the U.S. and Latin America.
Advisory Services
Our work centers on supporting critical business and investment decisions—particularly those tied to U.S. expansion and immigration processes. Each engagement combines financial rigor, market insight, and practical execution.
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Robust financial models to evaluate business viability, support investor decisions, and provide a clear roadmap for growth. Built with scenario analysis, cash flow projections, and key performance drivers.
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Comprehensive business plans aligned with USCIS expectations, combining market research, financial projections, and strategic positioning to support successful visa petitions.
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Structured plans to define market entry, growth strategy, and operational execution—particularly for entrepreneurs expanding into the U.S. market.
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Valuations and financial analysis to support acquisitions, investor discussions, and strategic decisions, using methodologies aligned with market standards.
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Ongoing financial planning to help businesses manage growth, optimize performance, and maintain visibility into future financial outcomes.
Each engagement is tailored to the complexity of the project and the specific objectives of each client.
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Value Proposition
We focus on situations where financial analysis directly impacts high-stakes decisions—whether launching a business in the U.S., supporting an immigration petition, or evaluating an investment opportunity.
Analytical Rigor
Financial models and valuations designed to withstand investor and regulatory scrutiny
Our approach is built on three core pillars:
Practical Strategy
Execution-focused planning for market entry, growth, and key operational decisions
Cross-border expertise
Deep understanding of U.S. and Latin America business environments
Trusted Partners
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Evolvecorp, LLC
Corporate Services
Incorporations, registered agent services, U.S. address solutions, and corporate support for cross-border entrepreneurs.
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Galeano, Li, Lei & Villegas
Bookkeeping & Tax Returns
Accounting, tax return preparation, payroll services, and IRS representation for individuals and businesses.
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![Executives signing and closing a deal. Handshake between two of them]()
Convexo3 Capital
Search Fund & Private Investment Platform
Identifies, acquires, and operates small and mid-sized companies across Latin America, with a long-term investment approach and strong alignment with business owners.
Start with a Conversation
Whether you are launching a business, preparing an immigration petition, or evaluating an investment, we can help you structure the financial side with clarity and confidence.
Prefer email? Contact Us →