Lumena Global Advisory
Lumena Growth Readiness Diagnostic

Know what will accelerate — or derail — your next stage of growth before you commit more capital, hires, or market exposure.

The Lumena Growth Readiness Diagnostic gives CEOs and founders an evidence-based executive view of the strengths, blockers, risks, and highest-value opportunities standing between the business today and its next objective: revenue growth, capital readiness, expansion, or exit.

WBENC

Certified

20+

Years Operating

U.S. & LATAM

Operating Experience

How this works

Founder-led businesses rarely stall from a sales problem. They stall from a structure problem — and most founders don't see it until a deal, an investor, or an expansion forces it into view.

What you are actually buying

This works the way a consultation with a specialist advisor works.

You bring the business and your stated objective. You get an evidence-based executive read from someone who has seen the pattern many times inside real founder-led businesses.

You leave with a diagnosis and a plan you can act on immediately. Execution is a separate decision, and it stays entirely yours.

01

You define the objective

Revenue growth, capital readiness, expansion, or exit. The diagnostic is assessed against your goal — not a generic checklist.

02

You get a senior read

Not an associate running a script. The advisor who does the work is in the room.

03

You leave with a plan

Prioritized 90-day action plan, long-term roadmap, clear ownership, measurable operating cadence.

04

You decide what comes next

No retainer built in. No upsell in the room. Strategic readiness and execution confidence — that is the product.

The structure problem

Revenue hides what the next stage reveals.

Reactive operations. A business that only runs when you run it. Compliance exposure nobody is tracking. None of it shows up on a P&L. It shows up when an investor walks, when a deal stalls in due diligence, or when an expansion breaks under its own weight. What carried the business this far will not carry it to the raise, the sale, or the scale.

79%

In $1M to $5M founder-led businesses, roughly four in five deals are closed personally by the founder — making the founder a direct revenue risk the moment they step back.

42%

When close to half of revenue runs through the founder's personal network, founder dependency stops being a management issue and becomes a valuation issue.

What you leave with

One focused diagnostic. An executive-grade view of where you stand.

In a focused diagnostic, Lumena assesses your business against the requirements of your stated goal — not a generic checklist. You leave with a prioritized 90-day action plan, a long-term growth roadmap, clear ownership, and a measurable operating cadence.

Prioritized 90-day action plan

The highest-leverage moves, in order, based on your stated objective and what the diagnostic reveals.

Long-term growth roadmap

A clear line from where the business is today to where it needs to be — with milestones, not guesses.

Clear ownership assignments

Who owns what, and what 'done' looks like. No ambiguity left in the room.

Measurable operating cadence

The rhythm and metrics that keep the business on track after the diagnostic session ends.

Evidence-based risk assessment

What is exposed, how exposed, and what an investor or acquirer would find if they looked today.

Senior advisor, not an associate

The person doing the diagnosis is in the room from the start. No handoffs, no scripts.

Request a Growth Readiness Conversation
The framework

The Lumena Lens examines five dimensions every investor, acquirer, and growth stage evaluates.

01

Structure

Entity, governance, ownership — built for what comes next or built for what worked before.

02

Compliance

Workforce classification, contracts, regulatory exposure. What's documented. What's not.

03

Workforce

Team design, accountability, and whether the business runs without the founder in the room.

04

Execution

Delivery consistency, process documentation, and capacity for more volume without more chaos.

05

Growth Readiness

Financial clarity, market position, and what the business can actually support at the next stage.

Start here

Every engagement starts with the diagnostic.

There is no long onboarding and no discovery phase billed as strategy. You request a conversation, you sit with a senior advisor, and you leave with an evidence-based view of what your business needs before it can raise, scale, or sell.

It is the same read investors and acquirers build in diligence — delivered before they are the ones building it.

1

Request a Growth Readiness Conversation

2

Define your objective — growth, capital, expansion, or exit

3

Diagnostic is assessed against your goal, not a generic checklist

4

Leave with a 90-day plan, roadmap, ownership, and operating cadence

Request a Growth Readiness Conversation
Why Lumena

A senior read, delivered straight.

01.You talk to the person doing the diagnosis.

No intake rep, no associate running a script. The first conversation is the advisor who does the work.

02.Strategic readiness is the product.

You are paying for execution confidence — an evidence-based view of your business relative to your goal. Not a sales call disguised as a diagnostic.

03.Built on the Lumena Lens.

A five-dimension framework developed inside real, founder-led businesses — not adapted from a corporate consulting template.

04.Cross-border operating experience.

Twenty-plus years across the U.S. and Latin America, spanning HR, compliance, and international operations. The perspective is built in, not subcontracted.

Led by

Steph Michelle Pimentel, Founder

A Dominican American entrepreneur with 20+ years working directly alongside CEOs of large enterprises across HR, compliance, and international operations in the U.S. and Latin America.

Steph founded Lumena to give founders the honest operational read most companies only get after the cracks become a crisis. WBENC Certified.

Request a Growth Readiness Conversation
Steph Michelle Pimentel — Founder, Lumena Global Advisory
Common questions

What founders ask before they request a conversation.

What is a growth readiness diagnostic?+

A structured assessment that evaluates your business against the specific requirements of your stated goal — revenue growth, capital readiness, expansion, or exit. Not a generic checklist. You leave with a prioritized 90-day plan, long-term roadmap, clear ownership, and measurable operating cadence.

Who should request this diagnostic?+

CEOs and founders preparing to pursue growth, raise capital, expand into new markets, or position for acquisition. If a significant growth commitment is on the horizon, a diagnostic should happen before it — not during it.

Is this a sales pitch for a larger contract?+

No. Strategic readiness and execution confidence are the product. You are paying for an evidence-based read on your business relative to your goal. What you do with it is your decision. No retainer, no upsell in the room.

What is the Lumena Lens framework?+

A proprietary five-dimension framework developed inside real founder-led businesses. It examines structure, compliance, workforce, execution, and growth readiness — assessed against the specific requirements of your goal.

What does growth readiness mean?+

Growth readiness is the degree to which your business can support its next objective — whether that's expansion, capital, acquisition, or revenue scale — without the structure breaking under the pressure of getting there.

How is this different from a strategy session?+

A strategy session tells you what to do. A growth readiness diagnostic tells you what is standing in the way of doing it — and in what order to resolve it. One gives direction. The other gives execution confidence.

Request the diagnostic

Before you raise, scale, or sell —
know where you actually stand.

Request a Growth Readiness Conversation.

We will determine whether a Lumena diagnostic is the right next step for your growth, expansion, capital, or exit objective.

Request a Growth Readiness Conversation

Not ready to book yet?
Send your situation.

We will determine whether a Lumena diagnostic is the right next step for your objective.

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