Service Vision

At Grupo Consultor EFE®, we approach the family business ecosystem from a comprehensive perspective: legal, operational, psychological, and corporate governance.

We professionalize the relationship between the family and the business and incorporate Advisory Boards with independent directors to protect assets, ensure a harmonious generational transition, and secure the organization's continuity and expansion over time.

VALUE GENERATED FOR THE COMPANY

Through specialized consultative methodologies and formal governance bodies, we align the expectations of every generation, protecting both the stability of the business and the unity of the family.

01/

Designing an orderly and transparent succession plan that minimizes uncertainty and mitigates the risk of disruption during leadership transitions.

02/

Clear definition of roles between family, ownership, and management, supported by an independent Advisory Board that brings objectivity and an external perspective to the CEO.

03/

We create robust corporate and legal structures that protect family assets and increase their appeal to investors, partners, and capital funds.

Evalúe si su empresa está lista para la siguiente generación

Mida con 10 sencillas preguntas, la continuidad, claridad de roles y estructura del gobierno familiar.

KEY MOMENTS FOR ENGAGEMENT

Founders, family councils, CEOs, and subsequent business generations turn to this solution when they identify the following critical scenarios:

Upcoming Generational Transition

When the first or second generation is preparing to hand over control of the business, requiring an institutional succession process that is free of emotional conflict and formally separates family dynamics from operational management.

Conflicts or Concentrated Decision-Making Stalling Growth

When differences between family partners or dependence on a single executive figure paralyze decision-making and the business hits a ceiling that requires the support of expert, independent advisors.

Professionalization for New Family Members, Partners, or Capital

When integrating children, spouses, or relatives into operations, or when planning to bring in investors, merge, or sell the company, requiring clear rules of meritocracy and transparent corporate governance.

Our solutions

Family and Business Ecosystem Assessment

Analysis of the company's institutional maturity level and decision-making structure, combined with mapping family dynamics to identify potential risks across legal, operational, psychological, and corporate governance dimensions.

Family Protocol
and Family
Council

Expert mediation to implement the Family Protocol—the guiding document for governance, employment, values, and boundaries—and to establish the Family Council as a forum for resolving disputes before they impact the business.

Design and
Installation of the
Advisory Board

Board configuration (bylaws, profiles, sessions, and support committees), selection of independent directors, and session facilitation, with agreement tracking through KPIs for the Board and the CEO.

Strategic Succession Planning Design

Structuring the succession process for the CEO and key positions, evaluating successor competencies, and coordinating the mentorship and leadership transition process.

Legal Engineering
for Asset Protection

Tailored legal structuring through stock control trusts, corporate wills, and shareholder agreements to safeguard ownership against divorce, death, or business spin-offs.

Corporate Psychological Support and Mediation

Professional intervention focused on crisis management, assertive communication, and the development of emotional skills to resolve long-standing resentment or friction between family members.

Family Protocol Starter Kit

Checklist and sample agenda to open key conversations, define ground rules, and organize the relationship between family, ownership, and business.

INSTITUTIONAL BACKING AND GOVERNANCE FOR THE FAMILY LEGACY

To ensure the highest level of rigor and sensitivity in the institutionalization of your assets, the Strategic Consulting division at Grupo Consultor EFE is led by a Counselor certified by the Mexican Institute of Best Corporate Practices (IMMPC), who is also an active member of the National Board of Counselors.This world-class accreditation ensures that the Family Protocol, Family Council, and succession structures designed by our firm not only resolve internal dynamics but are also aligned with the country's highest Corporate Governance standards. With this backing, we safeguard strategic decision-making to ensure family harmony, business profitability, and the endurance of your legacy for future generations.

testimonials

I believe the firm has highly qualified people with significant experience who offer a fresh perspective on reality. It has been a very rewarding experience, both professionally and personally.

Rogelio Murrieta

Bosch Mexico

They have exceeded my expectations, providing a rewarding experience in terms of organization, content, and their consultants. Highly recommended if you are looking to achieve results.

Omar Segura, Eng.

Persal Manufacturing

The firm's specialists are excellent, each in their own field. They are highly professional and provide significant added value. I recommend them at every level.

Leticia Montoya

Thompson Industries

As a client of the firm's DTH services, I can say that their approach to raising awareness about the need for improvement is truly remarkable.

Karla Martínez, Eng.

Posey

I was impressed by the quality and the methodologies the consultants use; they are truly excellent, and I highly recommend them.

Juan José Guzmán, Eng.

Autolite

Quality services, great attitude, and excellent support from their team. They provide guidance and the tools to work together on your specific needs to achieve the right solution.

José Guadalupe Tiznado

ABC Aluminum

The firm's services have significantly strengthened our company's vision. They have helped us bring out the best in our team and achieve a higher level of service for our clients.

Jorge Paz

G-Global Customs & Logistics

Collaborating with Grupo Consultor EFE™ has been a highly enriching experience, providing valuable insights through practical, real-world case studies. I recommend them to anyone looking to improve their organization.

Gilberto Tellez, Engineer

Gulfstream Aerospace

The team at Grupo Consultor EFE™ is incredibly well-prepared; you feel that confidence right away. You ask them questions, they listen, and they provide answers. They give you plenty of tools to achieve better results.

Berenice Gómez

FEMSA-Maxon

Articles

Deal readiness: cómo preparar su empresa antes de una inversión o transacción

Conozca qué debe preparar su empresa en materia corporativa, financiera, legal y operativa antes de iniciar una inversión o transacción.

Valuar antes de buscar capital: qué debe conocer la dirección antes de sentarse a negociar

Conozca qué debe revisar la dirección antes de buscar capital, cómo se construye el valor de una empresa y qué factores pueden modificar una negociación con inversionistas.

Consultoría proactiva

La consultoría proactiva es el asesoramiento externo derivado de la necesidad de las empresas por adelantarse a sus problemas, es algo que toda organización busca alcanzar, mas no cualquiera puede obtener.

¿Qué pasará con el reparto de utilidades?

Se acerca el tiempo en que las empresas tienen la obligación de pagar utilidades correspondientes al ejercicio 2019 a sus trabajadores, si bien sabemos es un derecho constitucional que tienen los trabajadores en participar en las ganancias de la empresa o patrón obtenidas un ejercicio anterior.

¿SEO o PPC?

Tal vez te estés preguntando qué puedes hacer para que tu negocio crezca en las plataformas online y no sepas si debes invertir en Search Engine Optimization (SEO) o Pay-Per-Click Advertising (PPC).

¿Qué es el inbound marketing?

Aprende a atraer más prospectos y clientes a tu empresa a través del inbound marketing.

KNOWLEDGE HUB

Chile is already adjusting transfer prices… is your company prepared?

El método preferido del SAT: Precio Comparable No Controlado (MPC)

Precio Comparable No Controlado: la base para validar tus precios de transferencia

El valor oculto de tu empresa: la importancia de los intangibles

Errores de valuación que pueden costarte tu empresa

Inicia 2025 con Inteligencia Financiera: Claves para Organizar tu Dinero

El sentido de pertenencia: clave para la salud mental en el trabajo

Tu empresa no escala por liderazgo… escala por ejecución

Sin datos confiables, no hay decisiones estratégicas

Crecer sin estructura tiene un costo

Reducir costos no siempre es optimizar

Tu empresa crece… ¿tu estructura también?

efe in the media

¿Qué deben hacer las empresas mexicanas ante los aranceles de Trump?

La “One Big Beautiful Bill” de Trump: Un impuesto del 1% a remesas y un 30% a automotrices amenazan a México

¿Cómo afecta la One Big Beautiful Bill Act de Donald Trump a la economía mexicana?

Precios de Transferencia una problemática que afecta a gran parte de las empresas en México

Peso mexicano: riesgos y oportunidades para el valor de tu negocio

Migrantes en Monterrey: ¿Qué deben hacer las empresas locales que emplean extranjeros?

Our team

Our team is made up of capable professionals committed to creating value for all our clients.

Speak with a specialist

Expert name
Position
Silueta oscura de una persona con brazos cruzados frente a fondo de madera y planta verde a la izquierda.

See more

Adrián J. Romero
Consultoría Estratégica
Felipe Mora
Servicios Financieros
Rocío Rodríguez
Precios de Transferencia
Diego Romero
Legal Corporativo
Jorge Lluis Abarca
Impuestos
Claudia Rioux
Desarrollo de Negocios
José A. Villalobos
Legal Corporativo
Bryana Moreira
Desarrollo de Negocios y Alianzas
Joyce Hernández
Talento y Cultura
Andrés Ibañez
Precios de Transferencia
Rebeca Molar
Precios de Transferencia
Daniel Ascencio
Business Development
Agustín Hernández
Marketing Digital
Sebastian Martínez
Precios de Transferencia
Erick Jotar
Precios de Transferencia
Catalina Flores
Precios de Transferencia
Vanessa Espinosa
Precios de Transferencia
Paola Velazco
Precios de Transferencia
Mariana Hernández
Precios de Transferencia
Jorge Moreno
Precios de Transferencia
Gabriela Cedeño
Precios de Transferencia
Gabriel Estrada
Precios de Transferencia
Karen Dorado
Precios de Transferencia
Jorge Carnero
Precios de Transferencia
Andrea Barrientos
Precios de Transferencia
Marcela Gómez
Precios de Transferencia
Carlos Miranda
Precios de Transferencia
Oscar Aguilar
Precios de Transferencia
Angélica Solís
Administración y Finanzas
Julio Martínez
Administración y Finanzas
Oriana Stavridis
Marketing

Subscribe to our newsletter

Receive insights, analysis, and tools to support financial, legal, and strategic decisions. Useful information, delivered straight to your inbox.

GCEFE - Whatsapp