TecFin & Partners (Tecnologia en Finanzas y Administración)

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TecFin & Partners is a business consultant firm based in Naucalpan, Mexico, with an office in Scottdale, Ariz. The firm, founded in 2018, has a team of less than ten that provides business consulting, financial accounting, other IT consulting and SI, non-voice BPO/back office services, and finance & accounting outsourcing (FAO) to small and midmarket companies in the financial services, IT, manufacturing, and other industries.

Client Insights

Industry Expertise

Financial services

30%

Information technology

25%

Manufacturing

25%

Other industries

10%

Advertising & marketing

5%

Education

5%

Client Size Distribution

Small Business (<$10M) 65%

Midmarket ($10M - $1B) 35%

Common Project Size

<$10K 2 projects

$10K-$49K 1 project

Clients

  • Endomedica

Highlights from Recent Projects

Overall Rating

5.0
3 Reviews

TecFin & Partners successfully conducted a business assessment project for a medical services company. The company needed a valuation to consider a business proposal they had received. TecFin & Partners were hired to audit the business, and they utilized the company's financial, administrative, and accounting information to conduct the valuation. The project was completed between January and March 2020, with the medical services company investing less than $5,000. The client was satisfied with the work done by the TecFin & Partners team, which consisted of three people.

In another project, TecFin & Partners provided regulatory compliance services to BBP Capital, a Mexican non-bank specialized in corporate asset-backed investment and lending. BBP Capital needed assistance in fulfilling their obligations regarding money laundering and terrorism financing prevention. TecFin & Partners were chosen for their expertise in these areas and provided guidance and advisory services to ensure BBP Capital met their regulatory obligations. The project involved a single expert from TecFin & Partners, who successfully fulfilled the Compliance Officer functions for BBP Capital.

TecFin & Partners also conducted a market research project for a medical company, Endomedica, which was considering selling its business. Endomedica hired TecFin & Partners to determine the company's market value to aid in potential negotiations with interested buyers. The project involved several meetings to understand Endomedica's market and how it differed from other companies. After three months, TecFin & Partners completed the company valuation, which was received positively by Endomedica. The project was handled by a single person from TecFin & Partners, who maintained regular contact with the client throughout the project.

Timeliness

5.0

Service Excellence

5.0

Value

4.7

Would Recommend

5.0