Our Services
At PDR Financial, we specialize in delivering solutions tailored to your business needs. Our services include financial modeling, business plan design, and company valuations—helping you make informed decisions, attract investors, request loans, or drive growth. With a commitment to accuracy and strategic insights, we empower businesses to navigate financial complexities with confidence.
Explore our services to determine how we can support your success.
Our services are designed to support high-stakes business and investment decisions—particularly those tied to U.S. expansion, immigration processes, and cross-border growth. Each engagement combines analytical rigor, practical strategy, and a clear focus on real-world outcomes.
Immigration Business Plans
Our immigration business plans are developed to support E-2 and L-1 visa petitions, among other employment-based petitions, combining market analysis, financial projections, and a clear operational narrative aligned with USCIS expectations and the legal strategy of each case.
Each plan is structured to demonstrate business viability, job creation potential, and a credible path for growth—supported by financials that are precise, internally consistent, and defensible under scrutiny. We work closely with attorneys and clients to ensure alignment across the narrative, financial model, and supporting documentation.
Beyond documentation, our work is designed to support real decisions—such as capital allocation, hiring plans, and operational rollout—ensuring that the business case presented is both credible and executable.
Used for:
E-2 and L-1 visa petitions
Structuring new U.S. business operations
Aligning financial projections with legal strategy
Presenting a clear, credible, and defensible business case
Representative Engagement:
Supported the founder and CEO of an Ecuador-based company in structuring a USCIS-aligned business plan and financial model for U.S. expansion under an E-2 visa.
Adapted business model, pricing, and operations for the U.S. market
Built a 5-year financial model aligned with hiring and growth
Ensured consistency across narrative, projections, and USCIS expectations
Outcome: Delivered a structured, defensible plan aligned with immigration counsel, resulting in a strong, submission-ready E-2 case.
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Strategic & Investment Business Planning
Business plans developed to translate strategy into a structured, actionable roadmap—connecting market opportunity, operational execution, and financial performance.
Our approach integrates market analysis with financial modeling to ensure that each plan reflects both strategic intent and practical feasibility. The result is a document that supports decision-making, investor communication, and execution planning—not just a conceptual strategy.
These plans are designed to guide real decisions around market entry, positioning, and growth, ensuring alignment between the business model, operational plan, and financial outcomes.
Our work includes different types of business plans depending on the context—ranging from traditional operating plans to startup-focused strategies and financially driven plans designed for investment or decision-making purposes.
Regardless of format, each plan is built with a consistent focus on clarity, analytical rigor, and real-world execution.
Used for:
U.S. market entry and expansion strategies
Investor presentations and capital planning
Aligning business strategy with financial performance
Defining operational and growth roadmaps
Financial Modeling & Investment Analysis
Financial models developed to evaluate business viability, support investment decisions, and provide a clear, structured view of future performance under different scenarios.
Each model integrates revenue drivers, cost structures, and cash flow dynamics into a coherent framework designed to answer critical questions around feasibility, risk, and return before capital is committed. Models are built to be both technically rigorous and practical for real-world decision-making.
Beyond projections, our work is designed to support decisions such as capital allocation, pricing strategy, and growth planning—ensuring that assumptions are transparent, defensible, and aligned with the underlying business reality.
Used for:
Investment evaluation and capital allocation
Business feasibility and scenario analysis
Strategic planning and growth decisions
Supporting discussions with investors and stakeholders
Representative Engagement:
Developed a financial model for a cross-border SPV participating in a PPP for shore power infrastructure at a major U.S. port.
Modeled revenue and utilization based on port activity and adoption
Structured cross-border capital contributions and funding timing
Built scenario analysis for utilization, pricing, and project timelines
Outcome: Delivered a clear, investor-grade model to support PPP participation and partner alignment.
Business Valuation & Deal Support
Business valuations developed to support transactions, investor discussions, and strategic decision-making—providing a clear and defensible view of business value in real-world contexts.
Our analyses are grounded in established methodologies, including discounted cash flow (DCF) and comparable company analysis, and are tailored to the specific situation—whether evaluating an acquisition, preparing for a capital raise, or assessing current enterprise value.
Beyond valuation, our work supports negotiation and decision-making by framing value within the context of risk, growth expectations, and market conditions.
Each service is designed to support high-stakes decisions where clarity, defensibility, and execution matter.
Used for:
Evaluating acquisitions and investment opportunities
Supporting negotiations and deal structuring
Capital raises and investor discussions
Understanding current and future business value
Representative Engagement:
Supported due diligence for the acquisition of a television network in Chile by developing a valuation and LBO model.
Modeled cash flows and working capital dynamics
Structured sources and uses of funds
Incorporated financing assumptions and leverage
Outcome: Delivered a clear, structured framework to evaluate transaction feasibility and support investment decisions.
Financial Planning & Forecasting
Financial planning and forecasting models that provide a forward-looking view of business performance, supporting both operational control and strategic decision-making.
Our work integrates revenue projections, cost planning, and cash flow management into a structured framework that allows clients to anticipate risks, allocate resources effectively, and maintain visibility into future financial outcomes.
These models are designed to support ongoing decisions—ensuring that growth initiatives, hiring plans, and investment priorities are aligned with financial capacity.
Used for:
Budgeting and cash flow planning
Internal decision-making and performance tracking
Resource allocation and growth planning
Preparing for investment, financing, or expansion
Ready to move forward?
Schedule a consultation to discuss your project and determine the right approach.
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