Family businesses built to outlast their founders.

We help family business owners in Florida and Guatemala put governance and succession in order, so the company keeps going after the founder steps back.

What family business owners bring to us

The business runs through you

Every key decision lands on the founder. Step away for a month and the company stalls.

Succession has no plan and no date

There are children, relatives or partners who could lead, but no one has decided who, when or how to prepare them.

Family and business are mixed

Salaries, dividends and titles get settled at the dinner table. Without written rules, every disagreement turns personal.

The ADALVERA Route

Five steps with concrete deliverables. At the end, the company governs itself without us.

  1. DiagnoseA 360° review of family, ownership, management, finance and governance.
  2. PrioritizeGaps quantified and agreed with the people who decide.
  3. DesignFamily constitution, board, authority matrix and key indicators.
  4. ImplementWorkstream by workstream, with owners, dates and change control.
  5. Hand overWe measure against the baseline and the company governs itself.

Our values

Four rules behind every engagement and everyone who works with us.

Integrity, without exceptions

We would rather lose a deal than hide a risk or dress up a result.

An auditor's rigor

What is on paper gets verified in reality. Every recommendation rests on evidence.

Respect for the family

We professionalize without erasing the history or the bonds of the people who built the company.

Legacy over dependence

We succeed when your company can govern itself without us.

Auditor rigor, today's tools

Lester combines 38 years in audit and control with hands-on training in artificial intelligence. That changes how we work with your company.

An assessment built on data, not just interviews

When the data allows it, we review every transaction, not a sample. Work that used to take weeks now takes days.

Monthly dashboards for decisions

After the engagement, the family and management can receive monthly indicators and alerts, prepared with AI and reviewed by an auditor.

Rules for using AI without putting the company at risk

Your people already use ChatGPT and other tools. We define which data can be used, who approves and how it is controlled, like any other business risk.

AI speeds up the analysis. Conclusions and recommendations are always signed by an experienced professional.

Lester Dávila, CEO of ADALVERA

Who you will work with

Lester Dávila Escobedo has 38 years of experience in audit, compliance and corporate finance across more than 15 countries.

  • Corporate Internal Audit Director and CFO of the Puerto Rico operation at CBC, during its growth from 4 to 16 countries.
  • Led the first ISO 37001 anti-bribery certification of a private company in Guatemala.
  • Started his career at KPMG, auditing private banking in Central America.

Read his background

Start by knowing where your company stands.

Our 360° Assessment shows your governance and succession gaps and what to fix first.