At VERA Advisory, we believe growth begins with awareness of your business, your goals and the evolving environment around you. For this reason our method focuses on what truly drives decisions. Our goal is simple: to deliver independent and holistic advisory that empowers clients to achieve their next big milestone.
Our team has more than 15 years of experience. Through the years, we have been helping companies to achieve their growth targets, as well as building investment portfolios and teaming up with strategic partners.
As a result, we noticed that entrepreneurs and seasoned founders need different approaches to reach their next big milestone. For this reason, our method focuses on what truly drives decisions making, to help our clients to achieve lasting success with honesty, respect and long term vision.
- Financial health diagnostics
- Key process analysis
- Structuring and managing bank debt
- Growth strategy
- Participant as a board member
- Entrepreneurship advisor
- Advisor to establish or buying a business in Mexico
We help design comprehensive investment plans based on your personal goals. Our offerings include:
- Financial planning
- Global partner alliances
- Advisory in alternative investments
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We offer specialized programs designed to address the evolving needs of business leaders, entrepreneurs and families. Each program is built on independent insight, long-term value and strategic clarity.
As an independent advisor, we provide a fresh perspective on business performance, financial oversight and corporate direction. Our support includes, Business performance and financial monitoring, Investment analysis and risk management, capital cost optimization and Executive mentoring for leadership development.
We help to define your legacy by developing a strategy for succession. Family members benefit from financial education and entrepreneurial mentoring to continue the legacy with confidence.
Through key alliances, we support our clients in critical business stages. Whether you’re launching a startup, scaling a family-owned company or buying - selling a company, we bring strategic insight and global alliances to move your vision forward.
We focus on understanding financial habits to align them with investment objectives, cash flow management, and budgeting, while optimizing wealth creation. This allows us to identify long-term goals and build the foundation for your legacy.
OUR TEAM
Independent Business Advisor
Legacy Project: Planning for Generations
Strategic Business Growth
OUR TEAM
Michael Phillips,
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Speciality: Business Law
Degrees: S.J.D.
Amanda Roberts
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Speciality: Civil Law
Degrees: LL.M.
TESTIMONIALS
info@veradvisory.com