Service Vision

Growing a company requires clarity on how it generates profit, uses its resources, and finances its operations. Uncontrolled rising costs, tied-up cash, and decisions made without sufficient analysis can limit your profitability and investment capacity.

At Grupo Consultor EFE®, we analyze your business's financial situation to identify opportunities to improve costs, expenses, profitability, working capital, and financing. We turn our findings into a financial diagnostic and a prioritized action plan aligned with your company's needs and goals.

VALUE GENERATED FOR THE COMPANY

A clear view of financial performance allows you to focus resources on high-impact opportunities and make more informed decisions.

01/

Identification of cost-saving and margin-improvement opportunities, considering their feasibility and operational impact.

02/

Detection of tied-up resources and opportunities to improve working capital and align financial commitments with cash flow generation.

03/

A prioritized action plan and financial analysis to evaluate investment, financing, and growth alternatives.

KEY MOMENTS FOR ENGAGEMENT

This service supports companies looking to improve their financial performance, resolve specific pressures, or prepare for their next stage of growth.

Sales that are not
reflected in profits
or cash

When the business grows, but margins shrink, expenses rise, or cash availability is insufficient to sustain operations.

Need for
review costs and
resource usage

When management needs to identify inefficiencies, review contract terms, or determine where to focus their improvement efforts.

Decisions on
investment or
financing

When evaluating an expansion, a new project, taking on debt, or bringing in capital, and you need to understand its impact and financial viability.

Our solutions

Analysis and actions to improve financial performance

Our solutions can be contracted individually or integrated into a project, according to the company's priorities and available information.

Comprehensive
financial diagnosis

We analyze financial statements, cash flow, and indicators to evaluate performance, detect risks and opportunities, and define the information requirements that support sound decision-making.

Cost and expense
optimization

We analyze expense composition and operating contracts to identify savings and efficiencies, recommending viable actions that optimize costs without compromising quality or business continuity.

Profitability
and working
capital

We evaluate profitability by product, client, or business unit and analyze collection, inventory, and payment cycles to free up tied-up resources and optimize cash flow.

Financial planning
and investment
evaluation

We develop budgets, projections, and scenarios to anticipate resource requirements and evaluate investment projects, analyzing risks and returns to support growth decisions and capital allocation.

Financing
and liability
optimization

We evaluate debt structure, financial costs, and repayment capacity to design refinancing and funding alternatives, preparing the strategic information necessary to negotiate with creditors or investors.

Action plan and support

We translate identified opportunities into a work plan with priorities, key actions, and tracking indicators, supporting management and their team in executing improvements and measuring results.

What does your
company receive?

Financial diagnosis

An assessment of the business's situation, including key findings, risks, and opportunities for improvement, based on the analyzed information.

Prioritized action plan

A roadmap for improvement that organizes recommendations based on their impact and feasibility. It includes proposed actions, priorities, suggested timelines, and tracking indicators, as well as estimates of economic impact whenever the information allows for quantification.

The scope of the analysis and the complementary tools are defined according to the objectives of each project.

testimonials

The support they provide throughout the entire process is consistent and highly punctual. Their commitment to completing every stage is evident, as is the high level of professionalism they bring to each project. Their way of working builds trust from the very beginning, and the results clearly reflect their serious and responsible approach. The way they get involved and deliver on their promises is truly exemplary.

Rosa Delia Silva Pineda

Licores de Guatemala

It was my first time working with transfer pricing, and the attention and follow-up were excellent and appropriate. Our corporate office in San Diego requested that we conduct a transfer pricing study. Previously, our company's accounting was handled by an external firm, and they were the ones who recommended Grupo Consultor EFE. This is our second consecutive year working with you, and so far, we have successfully completed our transfer pricing studies on time and in full compliance.

Pablo Rafael Xep

CPS

Grupo Consultor EFE™ services have been excellent. They exceeded all my expectations. I highly recommend them!

Marín Herrera, Engineer

Enersys

Excellent service from the firm! They are very organized in the execution of their specialized work and provide measurable results of their achievements.

Luis Crespo, Eng.

Trelleborg

Grupo Consultor EFE™ has provided professional service, timely follow-up, personalized attention, and excellent work. I will certainly recommend them for the company's future requirements and needs.

Josué Márquez, Eng.

Flextronics

An excellent consulting firm. I have no hesitation in recommending them due to the quality services they provide us as clients.

Jehú Ortiz

Promocasa

The entire team at the firm provided excellent service, and the facilities are outstanding. They demonstrate great professionalism, a positive attitude, and high-quality service.

CPA Adán Suárez

Hunter Industries

Articles

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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

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