Consulting Services

Our consulting services are administered by the most experienced and successful business owners, entrepreneurs, investors, managers, legal experts, advisors, and more, all dedicated to one mission:  supporting growth and prosperity for businesses

Whether you need a Ph.D. for specific research, a CPA for tax compliance, an attorney for legal advice, someone well-connected to help you navigate the bureaucratic waters of wherever you want to operate, or just a pair of boots on the ground to do the dirty work, there is no better place to find the professional you need.  — Justin Vélez-Hagan, Founder and Executive Director

We’ve helped HUNDREDS of businesses grow in the U.S. and Puerto Rico, ranging in size from start-up to multi-million dollar conglomerate.  Our business and individual clients have hailed from all over the world including Europe, Asia, Central and South America, and Africa.  Will you be our next success story?

We offer the following services on a fee basis.  Contact us to get a free analysis and quote for our services.  (All of our clients and the services we provide are strictly confidential.)

Our expert services include:

  • Tax Incentive Compliance and Planning
  • Government Affairs Assistance
  • Business Representation
  • Business Plan Creation
  • Marketing Plan Development
  • Operational Plan Development
  • Process Improvement Planning
  • Management Training
  • Succession Planning
  • Grant Procurement
  • Obtaining Permits & Understanding Regulations
  • Creating Financial Projections
  • Market Research Analysis
  • Risk Assessment
  • Opportunity Identification
  • Analyzing Market Trends
  • Strategic Planning
  • Project Management

… and some brief descriptions below.

Tax Incentive Compliance and Strategy

Puerto Rico now offers some of the most lucrative tax incentives in the Western Hemisphere, if not the world, but they’re not always simple to understand.  If you’re wondering how to take advantage, or which incentives best fit your business model, feel free to contact us and we’ll get you started.

Business Planning

Without a good plan your business will never be successful.  And we want you to be successful.  We offer assistance with business plan creation, marketing planning, and pro-forma and cash flow planning.


Financing is perhaps one of the biggest hurdles to starting or growing a business.  We can help you find the loans and/or grants that are best for you, formulate your applications, and help you mange the funds upon receipt.  We can also help find creative financing alternatives as well as deal with the all-important taxation planning.


Recently, we have developed quite a niche in the marketing department, especially in the field of online social media and internet marketing.  If implemented properly, a good online marketing plan will reach more eyes in a more targeted market for less money.  However, the field of online marketing is expansive and ever-growing, so let the experts assist you.

If you need a traditional marketing plan, we can help with the development of a comprehensive plan ready for implementation.


Sooner or later (and probably sooner than later) you are going to come across a management issue that could use the attention or support of expert entrepreneurs.  You can contact us to see if we can help you address the issue for FREE, however, sometimes it may take a little more than a quick email to solve your problem.  We will be more than happy to explain how we can help.

Human Resources

Finding and hiring the right employee can be a tedious process.  But ensuring that they are compensated properly and retaining your key employees is equally as vital to the success of your small business.  Along with payroll, employee handbooks, employment agreements, and training, a lot of time can be spent dealing with employees.  If you would like to relieve some of that burden or would simply like some assistance with a particular issue, contact us.


There are a million legal issues that a small business owner can come across before even opening its doors.  Generally we are not legal experts, and you should always consult an attorney when dealing with issues that can have legal ramifications, however, we have a group of attorneys that we regularly work with along with former and current business owners that have experienced just about every legal issue you can encounter.

Whether deciding how to incorporate, when and how to creat a buy/sell agreement, the right way to plan your estate, how to approach retirment, or what local and federal laws and regulations pertain to your business, we can give you the top-of-the-line advice that you need.

Insurance Planning

Insurance issues are going to affect every aspect of your business and its (hopefully) long life.  You need insurance for just about everything you can think of and some that you will not even consider, not just to comply with local laws, but to also protect your business, your environment, your employees, your neighbors, your personal finances, etc., etc.

Disaster and Security Planning

This is a category that few businesses consider during the planning stages of their venture and often even ignore while managing it.  However, once that disaster hits, you will wish you knew what to do.  What if there is an earthquake, flood, terrorist attack, or economic collapse that affects the majority of your business and personal welfare?  You will want to be prepared.  If you are able to expand overseas and need to make frequent trips to an unfamiliar region, will you be able to keep your staff safe?  If you work with closely guarded intellectual property or other trade secrets, will you be able to maintain that information within your business?  Have your business evaluated for potential pitfalls to your own planning.

Contact Us

Bookmark and Share

Event info/news list!

Please fill out the email form here to receive updates. iGracias!