Lumena Global Advisory
What We Do

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.

Start HereCore Service

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.

Executive Summary
Bottleneck Map (people/process/tools)
Risk & Compliance Flags
Operating Cadence Recommendations
30/60/90 Sequenced Plan
KPI/Scorecard Starter Set
Operational Readiness Assessment →

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
Additional Services

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.

HR ComplianceCross-Border OpsRegulatory Risk
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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.

Market EntryLATAMOperational Infrastructure
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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.

FundraisingInvestor ReadinessM&A Prep
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Digital Growth Services

Built to grow. Built to be found.

Operational readiness gets you fundable. Digital presence gets you found. Both matter — and most founders are underinvested in at least one. We handle the digital execution so your business shows up the way it deserves to.

“Your site should close deals,
not lose them.”

— Lumena Digital Growth

Search Engine Optimization

Get found before your competition does.

We build the organic search foundation your business needs to attract qualified buyers without paying for every click. AI-powered keyword strategy, technical SEO, and content that ranks.

Organic TrafficAI SEOContent Authority
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Paid Search & SEM

Turn ad spend into pipeline.

Precision paid campaigns that put your offer in front of buyers who are already looking. We build, manage, and optimize — so every dollar has a job.

Google AdsPPCLead Generation
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Web Design & Development

Your site should close deals, not lose them.

A conversion-optimized website built for trust and action. Clean design, fast load times, clear messaging — structured to move cold visitors to booked calls.

Conversion DesignPerformanceUX
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Social Media Marketing

Presence that builds authority, not noise.

Strategic social content and paid amplification that positions your brand where your buyers are. We handle the execution — you show up consistently, on message.

Brand PresenceSocial AdsEngagement
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AI-Powered Digital Marketing

Smarter campaigns. Faster results.

Leverage AI-driven targeting, dynamic creative, and real-time optimization to outpace competitors still running manual campaigns. This is modern marketing infrastructure.

AI MarketingAutomationPerformance
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Local & National Visibility

Own your market — online and off.

From Google Business optimization to national brand campaigns, we build the digital infrastructure that makes you the obvious choice in your market.

Local SEOBrand CampaignsVisibility
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Not sure where your digital presence is leaking revenue?

Book a free 30-minute digital audit. We'll tell you exactly what's working, what isn't, and what to fix first.

Book Free Audit →
The Diagnostic

What We Diagnose

Every Operational Readiness Assessment covers six critical areas of your business. Each one gets a clear assessment in your Executive Summary.

01

Organizational Structure

Is your team built to scale? We assess reporting lines, role clarity, decision-making speed, and leadership capacity.

02

Compliance & Legal

From labor law to tax structure to regulatory exposure, we identify gaps that could cost you during due diligence or expansion.

03

Workforce & Talent

Hiring, retention, compensation benchmarking, and cultural alignment. Are your people positioned to drive the next phase of growth?

04

Operational Execution

Processes, systems, and workflows. We find the bottlenecks that slow you down and the inefficiencies that drain margin.

05

Financial Readiness

Revenue model sustainability, cost structure analysis, and investor-readiness assessment. Can your numbers tell the story investors need to hear?

06

Market & Expansion Readiness

If you're looking to enter new markets, domestic or international, we assess your operational capacity to do it without breaking.

Engagement Tiers

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
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Recommended

Strategic

Build the plan to grow.

  • Everything in Diagnostic
  • Custom implementation roadmap
  • Investor & funding readiness review
  • Revenue optimization strategy
  • Quarterly advisory sessions
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Execution

We build it with you.

  • Everything in Strategic
  • Hands-on implementation support
  • Team restructuring & alignment
  • Ongoing compliance management
  • Market expansion coordination
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What's Possible

What This Makes Possible

Operational clarity isn't just about fixing problems. It's about unlocking what comes next.

01

Attract Investors & Funding

Investors don't just look at revenue. They look at operations, compliance, and scalability. A clean diagnostic makes you fundable.

02

Break Through Your Revenue Plateau

When growth stalls, the answer is usually structural. We find the operational drag on your revenue and remove it.

03

Scale With a Proven Strategy

Whether it's doubling your team, entering new markets, or preparing for acquisition, we ensure your foundation holds.

04

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.

Common Questions

Questions about working with Lumena

More detailed questions about the assessment? See the full Operational Readiness Assessment FAQ.

Start Here

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