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 were hired by Endomedica, a medical company, to conduct a valuation of the company. The CEO of Endomedica, which has around 150 employees, stated that they were considering selling the company and needed to understand its market value for potential negotiations. TecFin & Partners were selected based on their previous successful projects. After several meetings to understand the company's market position, TecFin & Partners delivered the completed project in three months. The CEO only had contact with one person from TecFin & Partners throughout the process.

BBP Capital, a Mexican non-bank specializing in corporate asset-backed investment and lending, hired TecFin & Partners to ensure their compliance with regulations regarding money laundering and the financing of terrorism. The Chief Operating Officer of BBP Capital stated that TecFin & Partners' guidance and advisory have been very effective and accurate. The company was selected for their certified professionals in Money Laundering and the Financing to terrorism Prevention. The project involved providing guidance, covering all obligations required by the Mexican Financial Authorities, and performing the Compliance Officer functions. Only one expert from TecFin & Partners was needed for this ongoing project.

A medical services company hired TecFin & Partners to audit their business and provide a company valuation. The CEO of the company stated that they had received a business offer and needed to determine if it was a good opportunity. TecFin & Partners were selected based on a referral from a colleague. The project, which ran from January to March 2020, involved the company providing their financial, administrative, and accounting information, as well as their plans for current and future projects. Three people from TecFin & Partners worked directly with the company, and the project was completed for less than $5,000.

Timeliness

5.0

Service Excellence

5.0

Value

4.7

Would Recommend

5.0