Financial Planning
At Estudio Legal & Finanzas MX, we structure financial alternatives that strengthen liquidity, optimize tax burdens, and align corporate decisions with growth and long-term sustainability objectives. We combine financial modeling, tax policy, and legal structuring so that each decision is supported by a solid regulatory basis, traceable evidence, and a clear cash impact (working capital and cash flow).
We support our clients from initial diagnosis and policy definition through implementation and ongoing follow-up.
Advisory, Consulting, and Financial Governance
Operations and Profitability Analysis
We analyze operations, margins, costs, and profitability by business line, and issue concrete improvement actions.
Accounting Alignment and Documentary Control
We align accounting records, integrations, and documentary controls that support tax determinations and reporting to committees.
Executive Dashboards and Reports
We develop executive dashboards and reports for management and the board, delivering timely, decision-ready data.
Cost and Investment Advisory
We advise on cost structures and investments, including cost reduction, revenue improvement, and capital allocation based on risk profile.
Working capital management
We manage working capital—including the cash conversion cycle, collections, inventories, and payments—to release cash.
Data governance and ICFR/COSO controls
We establish financial data governance and ICFR/COSO controls over financial close and reporting.
Due diligence, modeling and M&A valuation
We provide due diligence services (financial, tax, operational, and IT), as well as financial modeling and valuation for M&A and divestitures. We also manage post-deal integration and separation.
Planeación patrimonial y sucesoria
Estate planning and asset protection
We advise on estate planning and asset protection for shareholders and executives, including family governance, family protocols, and tax structuring.
International successions
We coordinate international successions, including inheritances, legacies, and trusts, articulating fiduciary and cross-border tax coordination.
Legal Framework and Compliance
Structuring of vehicles and projects
We structure vehicles and projects, including companies, trusts, investment agreements, joint ventures, and equity participation arrangements.
Financial and corporate regulatory framework
We interpret and apply the financial and corporate regulatory framework to prevent contingencies in dealings with regulatory authorities.
Drafting and review of contracts
We draft and review contracts related to financial services, investments, and operations.
Representation before authorities and courts
We represent clients before authorities or courts in financial-related disputes.
Lo que nos distingue
Value and liquidity first
Decisions anchored in FCF, ROIC and cash generation.
Assumption traceability
Version-controlled models with auditable assumptions and a clear change trail.
Financial governance
Investment committees, treasury policies and KPIs (leverage, coverage, cash cycle).
FP&A Technology
Automations, ERP–BI integrations and executive dashboards in (near) real time.
Frictionless forecast
Rolling forecasts, scenarios/sensitivities and board-ready data packs.
Operational flexibility
Flexibilidad operativa: fractional CFO y co/outsourcing de FP&A/tesorería según picos y necesidades.
Market proactivity
Market-driven proactivity: preparation for debt and equity transactions, covenant management and hedging strategies (FX, interest rates, commodities).
Do you need support with financial planning?
We align finance, tax and legal structure so that each financial decision delivers a real impact on liquidity and the long-term sustainability of your business.
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