Puerto Rico · US Mainland · Latin America · International

Your business, operating with confidence — wherever you are.

One advisory team. Strategy, financial operations, compliance, payroll, and people ops — delivered together, not in silos. Both senior partners on every engagement.

Learn how we work
4 Core advisory disciplines
2 Senior partners on every call
3+ Jurisdictions covered
$0 Cost to get started today
Who we are

Most firms make you choose. We don't.

Most consulting firms are built around one discipline — HR, or finance, or compliance. You hire one, get partial advice, and still need two more firms to fill the gaps.

Elevate Strategic Group is built differently. We are a boutique advisory firm where both senior partners deliver across strategy, financial operations, compliance, payroll, and people operations — together, in every engagement.

We have worked across multiple jurisdictions including the US mainland, Puerto Rico, and Latin America. Whether you are launching, scaling, restructuring, or crossing borders, we bring the full picture — and we are based right here in Puerto Rico.

elevateopsco.com — Puerto Rico registered LLC · Multi-jurisdiction advisory

Business Strategy
Roadmaps, OKRs, market entry, growth planning — both partners on every strategic engagement.
Financial Operations
Budgeting, forecasting, controls, reporting, and cash flow — built for how your business actually runs.
Compliance & Payroll
Multi-jurisdiction regulatory compliance, payroll setup, and risk management — done right from day one.
People Operations
Contracts, hiring frameworks, policies, and onboarding — built to protect and scale your team.
Why Elevate

What separates us from every other firm in the market.

01
Both partners on every engagement
No junior associates. No handoffs. Both senior partners are present for every session, every deliverable, every client — always.
02
All disciplines, one team
Strategy, finance, compliance, and people ops — delivered together. You do not need to hire four different firms to get the full picture.
03
Multi-jurisdiction by nature
Based in Puerto Rico, working across the US mainland, Latin America, and internationally. Cross-border complexity is not an add-on for us — it is our foundation.
04
Transparent pricing, always
No contact forms hiding quotes. No surprises. Every package and add-on is priced clearly — because you deserve to know what you are investing in before you commit.
05
Act 60 expertise built in
We are the only full-service advisory firm in Puerto Rico that combines Act 60 advisory with complete business setup, compliance, and operations support in one engagement.
06
Your assessment fee counts
Every assessment session fee is credited toward your first package or retainer. You are not paying to be pitched — you are investing in clarity that turns into action.
Start here

Book an assessment session.

Three ways to engage with us — each one credited toward any package or retainer you sign. Both partners present for every session.

Intro Consulting Session
$150
30 min · Zoom · both partners
Direct access to both senior advisors
Clarity on your biggest business challenge
2–3 immediate, actionable insights
Next steps if there is a fit
✓ Credited toward any package or retainer
Most booked
Business Assessment
$250
60 min · Zoom · written summary within 48 hrs
Deep dive across all business functions
Pre-call questionnaire sent 48 hrs before
Written findings + prioritized next steps
Real deliverable — not just a conversation
✓ Credited toward any package or retainer
Strategic Diagnostic
$450
90 min · Zoom · full written report
Full business assessment — all functions
Document review before the session
2–3 page diagnostic report + action plan
Built for complex or multi-jurisdiction needs
✓ Full fee credited toward retainer within 30 days
Project packages

Fixed scope. Fixed price. Full advisory.

Every package is delivered by both partners across strategy, finance, compliance, and people operations — together.

Business Launch Package
For new companies or founders launching their first venture
$6,000
3–4 weeks · ~20–30 hrs
Entity structure & setup advisory
Business strategy & 90-day roadmap
Financial framework setup
Compliance baseline review
Payroll setup advisory
Core policies & employment contracts
Onboarding process design
30-day follow-up check-in
Business Growth Package
For established businesses ready to scale operationally and strategically
$9,000
4–6 weeks · ~30–45 hrs
Full business diagnostic — all functions
Annual strategic roadmap + OKR framework
Financial operations review & restructure
Compliance gap analysis & remediation
People operations audit & improvements
KPI dashboard design
2 follow-up implementation sessions
Prioritized 90-day action plan
Business Transformation Package
For companies going through a pivot, restructure, or major operational shift
$14,000
6–10 weeks · ~50–70 hrs
Executive-level business assessment
Revised business strategy & multi-year roadmap
Financial restructuring advisory
Full compliance & risk overhaul
People operations redesign
Payroll & financial controls realignment
Change management advisory
4 implementation check-in sessions
SIGNATURE
Multi-Jurisdiction Setup Package
For businesses expanding across borders, relocating, or operating in multiple jurisdictions
$12,000
4–8 weeks · ~40–60 hrs
Cross-border entity structure advisory
Multi-jurisdiction compliance map
Business strategy per jurisdiction
Payroll configuration per location
Financial setup per jurisdiction
Contracts adapted per location
Act 60 eligibility assessment
60-day post-setup support
SIGNATURE
Fractional Advisory Intensive
For companies that need both senior partners embedded for 90 days
$15,000
90 days · ~60–80 hrs
Weekly leadership sessions — both partners
Business strategy & execution tracking
Financial oversight — budgeting & controls
Compliance & regulatory management
People operations & contract management
Payroll & financial operations advisory
Unlimited document review throughout
End-of-engagement transition plan
Ongoing advisory

Monthly retainers — your business, always covered.

Access to both senior partners across every business function. No siloed specialists. No handoffs.

STARTER
$1,500
/month · up to 8 hrs
Solo founders & early-stage businesses
Monthly 60-min advisory session
Document review (up to 2/mo)
Compliance Q&A support
Financial operations guidance
Access to both partners · 48-hr response
Market rate: $1,500–$3,000/mo
GROWTH — MOST POPULAR
$3,000
/month · up to 20 hrs
Small businesses scaling operations
Bi-weekly advisory sessions
Business strategy & roadmap tracking
Financial operations oversight
Payroll & compliance advisory
People operations support
Unlimited document review · 24-hr response
Market rate: $3,000–$6,000/mo
PARTNER
$5,500
/month · up to 40 hrs
Mid-size companies needing embedded advisory
Weekly executive sessions
Full financial controls & reporting
Compliance calendar ownership
Unlimited contract drafting & review
Cross-border & Act 60 advisory
Same-day response · both partners
Market rate: $5,000–$10,000/mo

Annual commitment: 10% off for clients who pay 12 months upfront.

Customize your engagement

Add-ons — every package can be expanded.

Start with your base package. Every add-on below increases the price based on what your business actually needs.

Additional jurisdictions
Each additional US state+$1,500
Each additional country / territory+$2,500
Entity formation advisory (foreign country)+$3,500
Entity formation advisory (Puerto Rico — US-based owners)+$2,500
Act 60 eligibility assessment+$1,500
Full relocation + entity + compliance bundle+$5,000
Rush delivery
25% faster than standard timeline+20% of base
50% faster than standard timeline+35% of base
Emergency start (within 48 hrs)+50% of base
Extra deliverables
Additional employment contract+$500
Additional policy or SOP+$300
Additional financial report or dashboard+$750
Additional compliance assessment+$1,000
Additional NDA or confidentiality agreement+$400
Custom executive report or board presentation+$1,500
Follow-up sessions
Additional 30-min session+$250
Additional 60-min session+$450
Additional 90-min session+$650
Monthly follow-up retainer (4 sessions)+$1,200/mo
Multi-language support
Spanish-language session+$150/session
Spanish-language document delivery+$300/doc
Full bilingual engagement+$1,500 flat

Ready to operate with confidence?

Book an assessment session today. Both partners present. Your fee credited toward your first engagement. No pitch — just real answers.

Book your session
Both senior partners are present for every session. Select the engagement that fits your needs — your fee is credited toward any package or retainer you sign.
Intro Consulting Session
30 min · Zoom · clarity on your biggest challenge
$150
Business Assessment Session
60 min · Zoom · written summary within 48 hrs
$250
Strategic Diagnostic Session
90 min · Zoom · full written report + action plan
$450

Spots are limited. Both partners are present for every session.