Transparent Pricing for Business Plans, Financial Models & Valuations

Clear pricing ranges to help you evaluate fit before scheduling a consultation.

Typical turnaround: 7–10 business days | Two revision rounds included

Every engagement is customized based on the complexity of your business, the level of financial detail required, and the purpose of the work (e.g., immigration, capital raising, or strategic planning). The ranges below provide a realistic starting point.

100+

Plans Delivered

5+

Countries Served

27 yrs

of Experience

Bilingual

EN / ES

Business Plans - United States

Service

Immigration Business Plan

Traditional Business Plan

Start-Up Business Plan

Financial Business Plan

Price (USD)

$3,250 - $4,750

$2,750 - $4,250

$2,750 - $4,250

$2,750 - $4,250

Best For

E-2, L-1, EB-5 visa applicants

Established businesses → funding

Early-stage entrepreneurs

Focused financial narrative only

All plans include two revision rounds and standard delivery in approximately 10 business days.

Financial Models - United States

Category 1

$1,750 - $3,250

  • Single-entity, straightforward operations

  • Limited debt, no intercompany transactions

  • ~10 business days - 2 revision rounds

  • Ideal for: SBA loans, investor decks, internal planning

Category 2

$3,500 - $6,500

  • Multi-entity or multi-location structures

  • Debt/equity stacks sensitivity analysis

  • Immigration petitions requiring financial support

  • Ideal for: complex deals, institutional lenders, visa applications

Company Valuations - United States

Category 1

$2,750 - $4,500

  • Single-entity business

  • Straightforward operations and capital structure

  • ~10 business days - 2 revision rounds

  • Ideal for: SBA loans, estate planning, partner buyouts

Category 2

$5,000 - $9,500

  • Multi-entity or complex capital structure

  • Litigation support, M&A transactions

  • Debt/equity stacks, intercompany transactions

  • Ideal for: Institutional transactions, legal proceedings, immigration

Common Bundles - Most Popular Combinations

Service

Essentials

Premium

Price (USD)

$5,500 - $6,500

$7,500 - $9,000

Best For

Immigration Business Plan + Category 1 Financial Model

Immigration Business Plan + Category 2 Financial Model

Most immigration clients choose a bundle - it’s everything your attorney needs, ready to go.

Optional Add-Ons

Additional Revision Round

Attorney-requested rewrite

Rush delivery (under 7 business days)

Additional financial scenario

Bank-specific formatting

USCIS-specific financial memo

$600

$750 - $1,250

+25% of service fee

$500

$500

$750

Latin America - Regional Pricing

Service

Business Plans LATAM

Financial Models LATAM

Company Valuations LATAM

Price (USD)

$1,500 - $2,750

$1,250 - $3,000

$2,000 - $5,500

Same expertise. Regional Pricing. Bilingual delivery (English / Spanish).

  • "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

  • "What I love most is the flexibility. I can go at my own pace, revisit lessons, and keep learning whenever it works for me."

    Former Customer

  • "The mix of video, written content, and downloadable resources makes everything feel accessible and well-rounded."

    Former Customer

Your Questions, Answered

  • Membership typically includes access to our full library of digital content—videos, courses, resources, and any new material we release while you're subscribed.

  • Definitely. You can switch plans, upgrade, or make changes to your membership anytime.

  • Yes! We’re always expanding the library with fresh content, tools, and updates to keep your learning and inspiration going strong.

  • Memberships are flexible and can be canceled at any time from your account. You’ll retain access through the end of your current billing cycle.