Company Formation and Launch
Start a new company or establish your American corporate headquarters. We help coordinate entity formation, business structuring, and launch requirements around your plans.
Wilshire Financial Group · Business Concierge
Your Next Chapter Starts With a U.S. Business.
Private Business Concierge for International Entrepreneurs and Investors
Acquire a company, launch a venture, or expand into the U.S. from Beverly Hills. Wilshire Financial Group coordinates the expertise, connections, and funding placement qualified clients need—with a plan tailored to your goals.
Concierge packages begin at $99,000.
Discuss Your U.S. Business PlansOr call (323) 648-5232 and ask for Bill or Cesar.
Your Business Goals. A Plan Built Around Them.
Building a business presence takes more than choosing an address. It takes the right structure, capable leadership, useful connections, and a clear plan.
Wilshire Financial Group brings these priorities together through a tailored concierge engagement. Whether you are coming from overseas or growing a company already operating in the United States, we begin with your objectives and coordinate services around your needs.
Our concierge services can help you:
- Establish a U.S. company or headquarters with formation, structuring, and launch support.
- Acquire an existing business with business sourcing and acquisition advisory.
- Strengthen executive leadership through CFO search and placement.
- Build banking relationships through introductions to local private banking contacts.
- Explore capital options through funding placement for qualified clients.
- Develop valuable connections through investor introductions, networking opportunities, and private club access, where available.
Beverly Hills Connections. Nationwide Reach.
With more than 18 years in business and thousands of clients served, Wilshire Financial Group supports entrepreneurs, investors, and companies seeking their next opportunity.
Our services extend nationwide, helping clients pursue business objectives across all 50 states.
Our team serves clients in English, Spanish, French, and Russian.
Beverly Hills Chamber of Commerce
Wilshire Financial Group is a proud longstanding member and current Board Member of the Beverly Hills Chamber of Commerce.
Board involvement keeps our team close to the local business community — its leaders, its events, and the working relationships that support companies establishing or expanding a presence in Beverly Hills.
Concierge Services
Business Acquisition Advisory
Explore businesses that align with your objectives. Our services include sourcing acquisition opportunities and assisting with negotiations, including potential owner-financing arrangements.
Executive CFO Search and Placement
Find financial leadership suited to your company’s needs. We provide executive CFO search and placement services for corporations preparing to launch, acquire, or grow.
Private Banking Introductions
Build local banking relationships through introductions to Beverly Hills private banking contacts. Account availability and acceptance remain subject to each institution’s requirements.
Investor Relations and Private Networking
Explore opportunities to connect with investors and established business leaders. Depending on your engagement and availability, services may include private networking introductions and private club access.
Corporate Funding Placement
Qualified clients may explore corporate funding opportunities from $500,000 to $50 million through funding placement services and nationwide underwriting connections.
Available amounts, terms, and timelines depend on the business, financing program, and lender approval.
Commercial Location Support
For clients establishing a physical presence, we help coordinate the search for a commercial location suited to their business objectives.
One Dedicated Team. From Planning to Execution.
1. Discuss Your Plans
Begin with a private consultation. We review your goals, timeline, existing business position, and the support you need.
2. Define Your Engagement
We develop a tailored service plan and explain the proposed scope and pricing. Concierge packages begin at $99,000.
3. Coordinate the Next Steps
Your engagement may include company formation, acquisition support, executive placement, commercial location assistance, banking introductions, networking, or funding placement.
4. Move Your Business Forward
Our team coordinates the agreed services and helps you navigate the steps toward establishing or expanding your business presence.
Local Knowledge. Experienced Support. Personal Attention.
Wilshire Financial Group combines Beverly Hills business connections with experience supporting companies nationwide.
Our team includes a licensed CPA and IRS Enrolled Agent, a licensed real estate broker, and a licensed business broker, with more than 100 years of combined business experience.
Every concierge engagement is tailored to the client. We focus on understanding what you want to accomplish, identifying the services that fit, and coordinating a practical path forward.
An American Business Presence Starts With a Conversation
You may be planning your first U.S. venture, acquiring an established company, or preparing for your next stage of growth. Tell us where you want to go.
Request a Private ConsultationCall (323) 648-5232 and ask for Bill or Cesar.
Frequently Asked Questions
Who is this service designed for?
Our business concierge services support entrepreneurs, investors, international companies entering the U.S. market, and domestic businesses pursuing acquisitions or expansion.
Do I need to operate in Beverly Hills?
No. Wilshire Financial Group is based in Beverly Hills and works with companies in all 50 states. Your service plan is developed around your business objectives and intended location.
What do concierge packages cost?
Packages begin at $99,000. The final scope and price depend on the services required and are discussed during your consultation.
What services are included?
Engagements are tailored individually. Available services include company formation, acquisition advisory, executive CFO placement, private banking introductions, investor relations, networking, commercial location support, and funding placement for qualified clients. Your proposal will specify the services included.
Can you help me acquire a business?
Yes. We can help source business opportunities and assist with acquisition negotiations, including exploring owner financing where available. Transactions remain subject to the parties’ agreement and applicable professional review.
Can you help arrange business funding?
We provide funding placement services for qualified clients. Opportunities may range from $500,000 to $50 million, depending on the business and financing program. Funding is subject to underwriting and lender approval.
Are funding, banking relationships, or investor commitments guaranteed?
No. Funding decisions, bank acceptance, investment commitments, and private club admission are determined by the relevant third parties and their requirements.
Do you provide legal, tax, or immigration advice?
The concierge engagement provides business consulting and coordination services. Clients should consult appropriately qualified professionals for legal, tax, and immigration advice specific to their circumstances.
How do I get started?
Request a private consultation or call (323) 648-5232 and ask for Bill or Cesar. We will discuss your plans and determine whether a concierge engagement fits your needs.
Let’s Discuss Your Next Business Move.
Wilshire Financial Group 8484 Wilshire Blvd., Suite 515 Beverly Hills, CA 90211
Phone: (323) 648-5232 Email: cesar@wilshirefinancialgroup.com Ask for: Bill or Cesar
Request a Private ConsultationDisclaimer
Services are provided on a case-by-case basis and are subject to an agreed scope of engagement. Concierge packages begin at $99,000; pricing varies according to the services selected.
Wilshire Financial Group provides business consulting and funding placement services and is not a direct lender. Funding is subject to eligibility, underwriting, lender requirements, and approval. Financing amounts, terms, and timelines vary. Not all clients qualify.
Banking introductions, investor introductions, networking opportunities, and private club access do not guarantee account approval, investment, membership, or business outcomes. Third-party requirements and availability apply.
Wilshire Financial Group does not provide legal, tax, or immigration advice through its business concierge service. Clients should consult qualified professionals regarding their specific circumstances.