Your Abundancia Table™
A complete team around your business and your family — coordinated by Abundancia, so you have one conversation and we align the rest.
A business's big decisions touch several areas at once. A sale touches the legal, the tax, and the financial. A new location touches real estate, insurance, and cash flow. Your Abundancia Table™ gathers the professionals you need around your business so they work in conversation.
Your financial advisor, your CPA, your attorney, and our specialized Collaborators sit at the same table. Abundancia coordinates the conversation until the decision lands, so you don't have to tell your story five times.
If you already work with trusted professionals, we bring them in. We call them Your Abundancia Circle™: your longtime CPA, your attorney, your banker. Where a new specialty is needed, we introduce you to a Collaborator from our network.
- In your Conversa, we identify what your business needs.
- We introduce you to the right Collaborator, with a direct email introduction.
- We coordinate the conversation among everyone and follow up on every agreement.
- You decide with all the information on the table.
Our Collaborators are professionals we know and trust. Each one is an expert in their specialty and shares our way of walking with people: with closeness, with respect, and with the person's business at the center.
Here you'll meet them by specialty. On each profile you'll find their bio, the topics they can help you with, and how to connect.
- Legal and corporate
- Accounting and taxes
- Insurance and health plans
- Real estate and capital
- Retirement
- Owner readiness (preparing the business for an exit)
- Marketing, communications, and brand
- Appraisal and photography
Need a specialty you don't see here? Tell us in your Conversa and we'll connect you.
Each month, a Collaborator shares their knowledge with our community. It's a way to get to know the people who walk with our community, and to take home something useful for your business and your life.
- An article on the blog
- A free downloadable resource
- A live session to ask your questions
- A special email with the highlights
If you're a professional and you're driven to walk with self-employed people and Latino business owners, we invite you to talk. Your Abundancia Table™ grows with people who share our way of working: closeness, ethics, and the person's business at the center.
- A profile on our site and visibility with our community
- Your month as Collaborator of the month, with an article, a resource, an email, and a live session
- Direct introductions when a client needs your specialty
- A network of professionals who refer one another
- Your knowledge, shared generously
- First-class attention to every person we introduce you to
- Coordination with the rest of the Table when a case calls for it
Here's how we begin: you fill out the form with your bio, your specialty, and the topics you can cover. We talk, and if there's good chemistry, we welcome you to the Table.
Your next step begins with a conversation
55 complimentary minutes to understand where you are and where you're headed.
Book your Conversa →