Change management, AI readiness, and market entry advisory — bridging US strategy with LATAM execution.
Montes Advisory is a boutique consulting practice founded by Carlos Montes — a bilingual strategist and program leader with over 12 years of experience guiding organizations through their most complex transformations.
We work with startups and growth-stage companies navigating change, implementing AI, and expanding into new markets — particularly across the Americas. Our approach is embedded and execution-focused: we don't write reports and leave. We stay until the work is done.
Operating fluidly in English and Spanish, we are uniquely positioned to serve clients on both sides of the hemisphere — bringing US-grade methodology and deep LATAM cultural fluency to every engagement.
For organizations navigating complex transitions — system rollouts, restructuring, or cultural shifts — where adoption and people alignment determine whether the change actually sticks.
For US companies entering or scaling in Latin America. We help you avoid the costly trial-and-error of doing it blind — bringing on-the-ground fluency, regulatory knowledge, and established networks.
For companies implementing AI tools who need the organizational change side managed — not just the technology. We bridge the gap between what the tool can do and what the team will actually adopt.
For scaling companies that need senior operational leadership without a full-time executive hire. We embed as part of your team — owning execution, not just advising on it.
A focused 30-minute conversation to understand your situation, goals, and what success looks like. No commitment required.
We develop a clear engagement proposal with defined scope, milestones, deliverables, and fixed or retainer pricing.
We work embedded with your team — attending meetings, driving decisions, and taking accountability for outcomes, not just recommendations.
Every engagement closes with a documented handoff so your team can sustain the results independently after we step back.
We operate fluidly across the United States and Latin America — serving US companies expanding south, and LATAM organizations seeking international-grade consulting expertise without the big-firm price tag.
Every engagement begins with a 30-minute discovery call — no pitch, no commitment. Tell us what you're navigating and we'll be direct about whether and how we can help.