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Skills

  • Business Consulting
  • Corporate Governance
  • Internal Auditing
  • Management
  • Risk Management

Services

  • Corporate & Family Governance

    $150/hr Starting at $1K Ongoing

    Dedicated Resource

    This service provides expert guidance for business owners and entrepreneurs, particularly from Hispanic backgrounds, focusing on strengthening Corporate Governance, establishing effective Family Governance...

    Business ConsultingCorporate GovernanceInternal AuditingManagementRisk Management

About

Empowering Hispanic business owners with corporate governance, family legacy planning, and strategic advisory for sustained success and generational impact.

As a seasoned expert in corporate governance and strategic advisory, I specialize in helping Hispanic business owners and entrepreneurs organize and optimize their Boards of Directors, family councils, and strategic plans to ensure business success and generational continuity. With a Master’s degree in Finance and a Bachelor’s in Administration, my career spans managerial roles at Deloitte and leadership positions in administration, auditing, and risk management.

Having worked closely with high-net-worth individuals and family-owned businesses, I bring deep expertise in ownership and governance structures. My approach is uniquely tailored to align business objectives with family values, creating sustainable strategies that protect and grow wealth across generations.

At CleverBoD, I work hand-in-hand with clients to establish governance frameworks, streamline decision-making processes, and address the challenges of succession planning. Whether it’s creating a high-functioning Board, advising on family legacy planning, or developing long-term strategic goals, I provide actionable solutions that drive results.

Let’s collaborate to future-proof your business and legacy through expert governance and strategic planning.

Work Terms

Availability: Flexible hours tailored to your needs.
Engagement Options: Available for project-based, retainer, or hourly engagements.
Communication: Open to video calls, emails, and messaging platforms. Expect timely and professional responses.
Deliverables: Clear timelines, comprehensive reports, actionable recommendations, and full implementation support for all governance and strategy initiatives.
Confidentiality: Guaranteed. All sensitive information will be handled with the utmost discretion and professionalism.
Payment: Secure transactions through Guru's platform. Rates vary by project scope, starting at $XX/hour or per milestone agreement.

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