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Strategy & Execution

Your Strategic & Execution Partner

Trusted Business Advisors Specializing in Tax, Accounting, and Advisory Services for North American Nearshoring.

Leading Your North American Nearshoring Venture to Success: Strategic Expertise Meets Execution.

Our Vision in Action: Strategic Oversight for Enhanced Value Creation

"At Strategy & Execution, we excel as your partner in Tax, Accounting, and Advisory services, offering a sophisticated framework designed to identify, analyze, evaluate, and manage financial risks associated with both routine and exceptional business decisions. Our comprehensive approach ensures diligent oversight of tax compliance and strategic planning, aiming to mitigate adverse effects on your company's economic health, operational efficiency, business model, transactions, reputation, and potential for disputes. Our goal is to safeguard and enhance value creation and cash flow within your organization, steering you towards sustainable success."

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Global Legacy, Local Mastery: The Strategy & Execution Advantage for Nearshoring

The Strategy & Execution Firm, renowned for its unique ex-Big Four heritage and leadership, specializes in propelling businesses to success in the Mexican market and across North America. With a legacy rooted in premium consulting services, we excel in navigating the complexities of nearshoring, making us the premier partner for businesses seeking to leverage the strategic advantages of proximity to the North American market. Our unique blend of global insights and local expertise ensures operational excellence and strategic success in this dynamic region.

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Mission

Our mission is to empower businesses with strategic insights and operational excellence, enabling them to navigate the complexities of the Mexican market and beyond, with trusted, experienced, and multidisciplinary guidance at every step to harness the full potential of nearshoring to Mexico and across North America.

Elevate Your Business in Mexico: Strategic Nearshoring and Market Expansion Solutions with Seamless Execution

At Strategy & Execution, we are dedicated to offering a comprehensive suite of capabilities, solutions, and services tailored to businesses exploring nearshoring opportunities, particularly those looking to establish, operate, and expand their presence in Mexico. Our approach integrates strategic planning with practical execution, ensuring your venture into the Mexican market is both seamless and successful.

Nearshoring Solutions and Pathfinder Services:

· Our services are designed to facilitate the entire process of setting up, operating, and expanding your business footprint in Mexico. This includes navigating corporate legal compliance, managing registrations, and providing ongoing legal counsel to ensure full adherence to local regulations.

Tax Services:

· Our tax experts provide a full spectrum of tax services, from structuring and diagnostics to compliance, reporting, and refunds. We offer tax consulting, planning, technology solutions, controversy management, risk management, and accounting, along with specialized services for deferred tax preparation and uncertain tax position analysis.

Optimizing Global Tax Strategy for Multinational Corporations and Family Offices:

· Our tax services deliver comprehensive solutions for multinational corporations and family offices, focusing on optimizing global tax efficiency and ensuring compliance with international and domestic tax regulations. We provide strategic tax planning, investment structuring, and compliance services, coupled with risk management and legislative updates to navigate the complex tax landscape effectively.

Legal, Administrative, and Business Process Outsourcing:

· We offer a wide range of services to support your business's legal and administrative needs, including legal representation, tax domicile and ID services, e-signature and digital tax inbox registry, business registrations, and government incentives. Additionally, we assist with opening bank accounts, and provide comprehensive bookkeeping, accounting, payroll services, tax services, and financial management including debtor and creditor management, budgeting, cash flow, and asset inventory management.

Transactional / M&A / Deals Advice:

· Our team delivers comprehensive advice on transactions, M&As, and deals, including buy-side/sell-side due diligence, transaction assessment, pre and post-acquisition structure advice, post-deal integration, purchase price adjustments, remediation plans, and legal framework advice. We also offer business valuation, optimization of cash and financing structures, tax exposure and synergy modeling, carve-out impact analysis, and supply chain and operating model integration.

Assistance with Tax Audits, Controversies, and Dispute Resolutions:

· We navigate tax audits, offer strategies for resolving controversies, and assist in dispute resolution, ensuring your business minimizes risks and remains compliant with Mexican tax laws.

Transfer Pricing and Economic Analysis:

We offer transfer pricing compliance documentation, economic analysis, and valuation services to align with international and Mexican transfer pricing regulations.

Indirect Tax and Customs Registrations:

· Our services include advising on indirect tax implications, handling customs registrations, and navigating IMMEX, PROSEC, VAT Certification, and Free Trade Agreements, ensuring efficient and compliant cross-border operations.

Leading Your North American Nearshoring Venture to Success: Strategic Expertise Meets Execution

Strategy & Execution: Elevating Your Nearshoring Success in North America. As your dedicated strategic and execution ally, we pledge unparalleled advisory expertise in Tax, Accounting, and Advisory services, tailored specifically for nearshoring ventures within the North American realm. Our comprehensive approach, spearheaded by a team of multidisciplinary experts and its unique ex-Big Four heritage and leadership, serves as your all-encompassing guide for market entry or expansion in Mexico. We're here to streamline your nearshoring journey, ensuring peak performance, compliance, and success in a vibrant economic landscape."

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Reach out for expert business advice

Strategy & Execution

Ave. Lázaro Cárdenas 506, Oficina 75, Torre Vinkel, Col. Antigua, Monterrey, Nuevo León, C.P. 64765

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