Transparent Pricing and Professional Delivery for Business Plans, Financial Models & Valuations

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

No surprises. No hidden fees. Clear scope, clear timeline, clear results.

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

100+

Plans & Models Delivered

5+

Countries Served

20+ yrs

of Experience

Bilingual

EN / ES

Each 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 reflect typical engagements and are intended to provide a realistic starting point.


This page is most useful if:

  • You are preparing an immigration petition (E-2, L-1)

  • You need investor-ready financial projections

  • You are evaluating or structuring a business or investment

  • You are working with an attorney, investor, or lender

Business Plans - United States

Immigration Business Plan

$2,900 - $4,950

  • USCIS-compliant structure and narrative

  • Integrated financial projections

  • Direct collaboration with immigration counsel

  • E-2 and L-1 focused (EB-5 where applicable)

Traditional Business Plan

$2,000 - $4,500

  • Comprehensive business strategy and positioning

  • Market and competitive analysis

  • Financial projections for funding or growth

  • For established businesses

Start-Up Business Plan

$2,000 - $3,500

  • Structured plan to launch new ventures

  • Market validation and go-to-market strategy

  • Financial projections for early-stage planning

  • For early-stage entrepreneurs and founders

Financial Business Plan

$1,750 - $3,250

  • Focused financial narrative and projections

  • Revenue, cost, and cash flow modeling

  • Alignment with funding or internal planning needs

  • For financial-focused documentation only

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

Typical turnaround 7-10 business days

These engagements are typically used in high-stakes situations, including:

  • Immigration petitions reviewed by USCIS

  • Investor presentations and capital raising

  • Business acquisitions and valuations

  • Strategic decisions involving significant capital

Accuracy, structure, and credibility are critical in these contexts.

Financial Models - United States

Category 1

Straightforward Structure

$1,750 - $3,750

  • 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

Advanced Structure

$3,950 - $8,500

  • 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 Valuations

$2,750 - $5,500

  • Single-entity business

  • Straightforward operations and capital structure

  • ~10 business days - 2 revision rounds

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

Category 2 Valuations

$5,000 - $12,500

  • Multi-entity or multi capital structures

  • Litigation support, M&A transactions

  • Debt/equity stacks, intercompany transactions

  • Ideal for: Institutional transactions, legal proceedings, immigration.

Common Bundles - Most Popular Combinations

Price (USD)

Bundle

$5,500 - $6,500

Essentials*

$7,500 - $9,000

Premium**

Includes

* 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

Service - Price (USD)

$600

Additional Revision Round

Attorney-requested rewrite

$750 - $1,250

Rush delivery (< 7 business days)

+25% of service fee

Additional financial scenario

$500

Bank-specific formatting

$500

$750

USCIS-specific financial memo

Latin America - Regional Pricing

Service - Price (US

$1,500 - $2,750

Business Plans LATAM

Financial Models LATAM

$1,250 - $3,000

Company Valuations LATAM

$2,000 - $6,500

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