Services
We diagnose what's structurally slowing your business, build the fix, and stay in the work. Every engagement starts with an Operational Readiness Assessment — then you decide how far you want to go.
Operational Readiness Assessment
For founders and CEOs who are growing — but execution isn't keeping up. We run a full structural diagnostic across seven operational pillars and deliver an Executive Summary with a Bottleneck Map, Risk Flags, and a sequenced 30/60/90 plan.
Best for
- ·Revenue is moving but execution is breaking
- ·Preparing for a funding round
- ·Expanding into new markets
- ·Building toward an exit
- ·Decisions are bottlenecked at the top
Cross-Border HR & Compliance
Labor law, tax structure, entity formation, and regulatory compliance for U.S. companies with cross-border operations. We close the gaps before they surface in due diligence or expansion.
LATAM Operating Model
On-the-ground operational infrastructure for U.S. companies entering Latin America. Real compliance guidance, cultural fluency, and an operating model built for cross-border complexity — across 7+ markets.
Due Diligence Readiness
Pre-raise operational preparation. We close the gaps investors and acquirers find in due diligence — before the process starts. Decision rights, role clarity, compliance posture, and financial readiness — documented and investor-ready.
What We Diagnose
Every Operational Readiness Assessment covers six critical areas of your business. Each one gets a clear assessment in your Executive Summary.
Organizational Structure
Is your team built to scale? We assess reporting lines, role clarity, decision-making speed, and leadership capacity.
Compliance & Legal
From labor law to tax structure to regulatory exposure, we identify gaps that could cost you during due diligence or expansion.
Workforce & Talent
Hiring, retention, compensation benchmarking, and cultural alignment. Are your people positioned to drive the next phase of growth?
Operational Execution
Processes, systems, and workflows. We find the bottlenecks that slow you down and the inefficiencies that drain margin.
Financial Readiness
Revenue model sustainability, cost structure analysis, and investor-readiness assessment. Can your numbers tell the story investors need to hear?
Market & Expansion Readiness
If you're looking to enter new markets, domestic or international, we assess your operational capacity to do it without breaking.
Three Tiers. One Starting Point.
Every engagement starts with the Operational Readiness Assessment. Then you choose how deep you want to go.
Diagnostic
Know where you stand.
- Full operational assessment
- Compliance & structure review
- Workforce & execution audit
- Executive Summary delivered
- Prioritized findings report
Strategic
Build the plan to grow.
- Everything in Diagnostic
- Custom implementation roadmap
- Investor & funding readiness review
- Revenue optimization strategy
- Quarterly advisory sessions
Execution
We build it with you.
- Everything in Strategic
- Hands-on implementation support
- Team restructuring & alignment
- Ongoing compliance management
- Market expansion coordination
What This Makes Possible
Operational clarity isn't just about fixing problems. It's about unlocking what comes next.
Attract Investors & Funding
Investors don't just look at revenue. They look at operations, compliance, and scalability. A clean diagnostic makes you fundable.
Break Through Your Revenue Plateau
When growth stalls, the answer is usually structural. We find the operational drag on your revenue and remove it.
Scale With a Proven Strategy
Whether it's doubling your team, entering new markets, or preparing for acquisition, we ensure your foundation holds.
Expand Into New Markets
Domestic or international, we pressure-test your operational readiness before you move — with boots on the ground across 7+ LATAM countries.
Questions about working with Lumena
More detailed questions about the assessment? See the full Operational Readiness Assessment FAQ.
Ready to know where you really stand?
Start with the Operational Readiness Assessment. Get your Executive Summary. Then decide how far you want to go.
Book a Diagnostic Call