Success stories

80%

Clients with international operations

38%

Growth in the last quarter

Offices to serve clients

Explore our case studies

From navigating complex regulatory landscapes to driving operational efficiency and optimizing tax strategies, our case studies highlight the depth of our experience and the value of our collaborative approach.

Transport and logistics sector

We successfully advised a leading cross-border land transportation company operating between Mexico and the U.S., providing comprehensive tax consulting and designing a tax-efficient business model tailored to its needs. Our team conducted a thorough analysis of applicable tax treaties, corporate structures, and operational flows to optimize tax efficiency, minimize double taxation, and ensure full compliance with the tax regulations of both jurisdictions.

Industrial and manufacturing sector

Our team supported several major Chinese manufacturing corporations in their process of launching operations in Mexico. We designed customized tax planning models and compliance strategies aligned with their specific business needs and operational frameworks. Through a detailed analysis of their business structures, we optimized tax payments, generated significant internal savings, and ensured full compliance with Mexico's complex tax regulations.

Manufacturing sectors

We assisted several manufacturing companies and businesses generating VAT credit balances in optimizing their cash flow by efficiently recovering VAT refunds in accordance with Mexican tax legislation. Our team simplified the recovery process, ensuring timely collection of refundable credits and full compliance with SAT regulations. We also advised on structuring transactions to maximize eligible credits while minimizing audit risks, thereby improving liquidity, reducing operating costs, and offering clients a competitive advantage to reinvest in growth initiatives and increase profitability.

Consumer and retail sector

At CB Strategy, we successfully advised a global retail corporation in navigating complex real estate tax regulations in Mexico. The company planned to expand its operations in Mexico and needed expert guidance on the tax implications of acquiring and leasing commercial properties. Our team provided a customized real estate tax strategy to ensure compliance with local laws, optimize the company's tax position, and minimize any unforeseen tax liabilities.

Automotive sector

CB Strategy advised a leading foreign automotive company with a complex business model involving multiple intercompany transactions in several countries. Our team provided comprehensive guidance to ensure full compliance with transfer pricing regulations, focusing on key elements of intercompany agreements, such as interest rates, commissions, and profit margins. We also conducted a detailed transfer pricing study to align its operations with international standards and local regulations.

Industrial and manufacturing sector

Our team advised a leading European manufacturing company on a comprehensive corporate restructuring to improve operational efficiency and tax compliance in Mexico. The company sought to optimize its operations in Mexico to better align with its global business strategy and improve its local tax position. Our team conducted a comprehensive review of the company's corporate structure, identifying areas for improvement in both tax efficiency and operational flow.