Prepared exclusively forLarry J. Behar, Esq. · Behar Law Group
Prepared byTatiana Serrato · Novara Co
Investor services · Business planning & U.S. operations
Investor business plans, structured to operate.
We build attorney-review-ready business plans and the financial and operational foundation international entrepreneurs need to run a real business in the United States—from day one.
01 · BILINGUAL02 · ATTORNEY COORDINATED03 · BUILT TO EXECUTE
BUSINESS PLANS·FINANCIAL MODELING·U.S. LAUNCH·COMPLIANCE·BACK OFFICE·AI WORKFLOWS
Who we work with
Built for the investor who means business in the U.S.
Whether the client is launching a new company, purchasing an existing operation, or opening a franchise, Novara delivers the structure required to move from immigration strategy to operating reality.
International entrepreneurs launching or expanding in the U.S.
Investor clients who need a credible, executable business plan
Acquirers who need post-closing transition and operating support
Owners who need organized financial and administrative systems
Investor journeyPlan · Launch · Operate · Scale
The cornerstone deliverable
The plan your client can actually operate.
A rigorous business document and five-year financial model for new ventures, acquisitions, and franchises— prepared for attorney review and designed to become the company's operating roadmap.
We connect the model, investment, market, staffing path, and financial assumptions in one coherent document, then carry those assumptions into the company's launch systems.
01Structured investor intake and document checklist
02Market, customer, and competitor research
03Business model, use of funds, and launch milestones
04Five-year financial projections with documented assumptions
05Staffing, job-creation, and organization roadmap
06Editable Word file, final PDF, and two revision rounds
Monthly fees are tied to measurable volume, operating complexity, communication time, and client responsibilities.
Early stage
Essential
$1,000
per month
Up to 75 accounting transactions
1 entity · 1 state · 3 accounts
Monthly close and management reports
No AP, AR, or payroll execution
Quarterly review · 60 min support/mo
Most popular
Growth
$2,000
per month
Up to 250 accounting transactions
1 entity · 2 states · 5 accounts
25 AP bills · 25 AR invoices
Payroll coordination for 10 employees
Monthly meeting · 2 hrs support/mo
Higher volume
Managed
$4,500+
per month
Up to 600 accounting transactions
1 entity · 3 states · 8 accounts
75 AP bills · 75 AR invoices
Payroll coordination for 25 employees
2 meetings · 4 hrs support/mo
Volume includes each deposit, payment, card charge, transfer, processor fee, adjustment, or journal entry requiring review. AP bills and AR invoices are measured separately. Two consecutive months above a limit trigger a tier review.
Focused engagements
Rapid implementation sprints.
Defined outcomes and short delivery windows for clients who need a specific result without an open-ended engagement.
01
Compliance Calendar
5 business days
$50002
Sales Tax Registration
Defined filing support
$750/state03
Accounting Operations Setup
7–10 days
$1,250+04
Existing Business Plan Update
Defined revision scope
$1,500+05
AI Opportunity Assessment
1 week
$1,50006
Private AI Team Training
Per session
$1,50007
AI Workflow Implementation
10 days
$2,500+08
U.S. Operating Manual
Custom roadmap
$2,500+
ONE CLIENTTHREE CLEAR OWNERS
A clean partner workflow
Clear ownership protects the client and the work.
01 · LEGAL
Immigration counsel
Legal eligibility and strategy, source-of-funds legal analysis, filings, case narrative, and legal review.
02 · NON-LEGAL
Novara
Business intake, research, financial modeling, plan drafting, administrative setup, systems, procedures, and implementation.
03 · PRINCIPAL
Investor client
Complete information, source records, approvals, operating decisions, and timely access to licensed professionals.
01
Counsel makes a qualified introduction.
02
Novara conducts a complimentary discovery call.
03
The client receives a fixed scope, timeline, and fee.
04
Novara prepares the work and routes legal questions to counsel.
05
After approval, Novara implements the selected operating package.
Professional boundaries
Execution support—not audit or legal work.
Novara does not perform audits, reviews, attestations, valuations, quality-of-earnings analyses, forensic accounting, or acquisition financial due diligence.
Our work relies on client- or advisor-approved records. Tax, licensed accounting, payroll, and other regulated work is coordinated through independent professionals under separate engagements. Legal services remain with counsel.
Why Novara
Boutique. Bilingual. Built to execute.
One accountable operating partner across finance, administration, HR coordination, systems, and implementation— with the clear professional boundaries that protect counsel and the investor.
EN + ESNative bilingual supportU.S.Nationwide coverageHUMANReviewed delivery
TATIANA SERRATONOVARA CO
Give clients a better handoff
A business plan that becomes a business.
Choose two or three common investor profiles and pilot the referral process with the first qualified client.
