VERACRUZ ADVISORY, LLC
BRADENTON, FLORIDA

Mission VeraCruz helps social impact enterprises, with a focus on non-profits, fulfill their missions by providing strategic, financial and enterprise consulting. ​We focus on helping non-profits fulfill their mission.  By lacking particular knowledge, too often organizations allow finances to drive decisions.  It is an organization’s mission that should drive strategy, planning decisions, and resource allocation.  VeraCruz approaches each engagement from a client-mission centric viewpoint to ensure that any advice, plans, or capital raised is suitable, aligned with furthering or strengthening the client’s mission. VeraCruz was born from seeing far too many good, selfless people and organizations fall short of reaching their full potential.  Coming from the business and banking world, we came across many non-profit enterprises and some for-profit businesses with a desire to help others, but not operating in a sustainable or intentional manner.    Too often, these well-intentioned and important organizations were offering their services and products, and could not look too far beyond the next payroll or lease payment.  At other times, these mission-driven enterprises had trouble developing a coordinated plan of action that involved their board, the various internal functional areas (e.g. Fund-raising, Finance, Operations, etc.) and external stakeholders (e.g. private foundations, governmental agencies, clients, etc.).  Yet these same organizations were performing vitally needed work, ranging from helping provide access to education, affordable housing, job and skills training, feeding families, looking after stray animals, teaching ballet, helping newly arrived immigrants assimilate into U.S. society, connecting individuals in need to services, and offering a host of services to fulfill human, social, spiritual or cultural needs and aspirations. Offering expertise and helping execute events such as a facilitated board retreat. To Fulfill Their Missions​ We help social impact enterprises develop a more insightful picture of their organizations. Our goal is to provide deeper knowledge of financial and operational dynamics for improved mission impact.  In essence, we provide analysis and information to help organizations make more data driven and timely decisions, explore new mission-aligned ideas, or to help client understand the right questions to ask themselves – Helping 501(c)(3) organizations better fulfill their missions Continuing his 25+ years of business, managerial and finance work, in October 2011, Carlos founded VeraCruz Advisory, LLC focused on providing financial advisory and strategic consulting services to non-profit institutions.  Send us your questions about our services or your business goals so we can assess ideas and steps to help take your organization to its next level of mission impact.