Financial Models, Business Plans & Valuations for Entrepreneurs, Investors, and Immigration Cases

We develop rigorous financial models, business plans, and valuations used for capital raising, strategic decisions, and employment-based visa petitions.

Financial documentation that stands up to investor and immigration review

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Typical turnaround: 7-10 business days

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Trusted by entrepreneurs, investors, and immigration attorneys across the U.S. and Latin America

Financial Advisory Built for High-Stakes Decisions

Our work goes beyond traditional consulting. We deliver financial documentation that stands up to investor scrutiny and immigration review—supporting decisions where accuracy, clarity, and credibility are critical.

Core 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.

  • Comprehensive business plans aligned with USCIS expectations, combining market research, financial projections, and strategic positioning to support successful visa petitions.

  • Structured plans to define market entry, growth strategy, and operational execution—particularly for entrepreneurs expanding into the U.S. market.

  • Robust & dynamic 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.

  • Valuations and financial analysis to support acquisitions, investor discussions, and strategic decisions, using methodologies aligned with market standards.

  • 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

Specialized in E-2 and L-1 Visa Business Plans

We work closely with immigration attorneys and their clients to develop structured, USCIS-aligned business plans and financial projections that support successful petition outcomes.

What People Are Saying

  • “We’ve worked with Alberto and PDR Financial on multiple projects. He delivers clear, well-structured financial models and business plans and is a reliable, detail-oriented partner.”

    —GLLV CPA LLC
    CPA & Advisory Firm

  • “I’ve worked with Alberto on multiple E-2 and L-1 cases, and his business plans and financial projections are consistently well-structured and aligned with immigration requirements. I highly recommend him.”

    —Julio Montiel-Lopez, Esq.
    Immigration Attorney

  • "What sets PDR Financial apart isn't just technical quality — it's that they take the time to understand what you're actually trying to accomplish. For a strategic analysis I was leading in the media and entertainment space, Alberto's team went beyond the brief and gave us context and perspective that shaped the final recommendation. That kind of partnership is what you want when the stakes are high."

    —Marco Ibarra, Managing Partner, 2BeNamed

Trusted Partners

  • Corporate services workspace with business documents, briefcase, and professionals reviewing paperwork in a modern office.

    Evolvecorp LLC

    Corporate Services

    Incorporations, registered agent services, U.S. address solutions, and corporate support for cross-border entrepreneurs.

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  • Tax documents, calculator app on smartphone, coffee cup, envelope, pen on dark surface

    GLLV CPA LLC

    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.

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Representative Engagements

  • Immigration Case Study

    Structured a USCIS-aligned business plan and financial model for the founder of a Latin America–based company expanding into the U.S. under an E-2 visa.

    • Aligned operations, hiring, and projections
    • Built defensible financial assumptions
    • Coordinated with immigration counsel

    Outcome: Strong, submission-ready E-2 case.

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  • Investor Financial Model

    Built a financial model for a cross-border SPV pursuing a PPP infrastructure project at a major U.S. port.

    • Revenue and utilization modeling
    • Cross-border capital structure
    • Scenario and sensitivity analysis

    Outcome: Investor-ready framework for evaluation and alignment.

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  • Company Valuation

    Built a valuation and LBO model to support the acquisition of a media company in South America.

    • Cash flow and working capital modeling
    • Sources and uses of funds
    • Financing and leverage structure

    Outcome: Defensible framework for transaction evaluation.

    View Details ->
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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.

Schedule a Consultation
Schedule a Consultation

Prefer email? Contact Us →