Case Studies
Two engagements, written up in full
I have run a small number of engagements properly rather than a large number partially. Below are two, with real figures and the parts that were difficult.
Satisana Medicine, Puerto Vallarta
440,100 MXN to 2.6 million MXN over three years
Where it started
When I took over management, the business had done 440,100 MXN in sales that year on 324 bookings. There was no compliance framework, no professional online presence, and no system that would let it grow beyond where it was.
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The business was originally registered as a persona fÃsica, in one brother's name, and became an S. de R.L. during the engagement.
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I served as its advisor and hands-on manager for two years. Not an outside consultant with a report, an embedded operator responsible for the whole thing.
What the licensing actually took
This is the part most case studies skip.
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The clinic needed COFEPRIS registration covering both the practice and the sale of Chinese medications. Before any of that could be filed, the practitioners' medical licences, issued in Hong Kong, had to be validated by SEP. Before the validation could even be submitted, every certificate needed official translation and apostille.
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And nothing at all could be processed with COFEPRIS without an e.firma, which follows from an RFC, which follows from a temporary work permit. So the licensing did not begin with the licence. It began with immigration.
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Getting that sequence right at the start is the difference between a business that opens and a business that waits.
The rest of it
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The municipal operating licence, and compliance at state and national level
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Work permits, which a foreign-owned business cannot operate without
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Banking setup, advice on the property purchase, and negotiation of the rental contract
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The operational systems and the management practices to run them
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The company website, which I designed and built
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Two years of continuous advisory as the business scaled
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440,100 MXN in 2022.
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1.5 million in 2023, up 256%.
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2.1 million in 2024, up 38%.
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2.6 million in 2025, up 22%.
What happened
Why it worked
It was not a strategy deck handed over and left behind. It was ownership of every layer, legal, operational and digital, managed directly until the results were real and repeatable.
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The test I care about is what happened next. The growth has continued past the end of the engagement, which means the foundation was built properly rather than propped up while I was in the room.
Merch y Más, China to Mexico
Over 5 million MXN in B2B sales
The problem with sourcing from China
Sourcing from China is not shipping. It is custom product design and production, where the wrong supplier or a misunderstood specification costs months and money, and you find out when the container arrives.
What I did
I managed the entire sourcing relationship, from custom design through production, with a team member based in Hong Kong who travels between China and Mexico. Quality and specifications are controlled at source, not discovered on arrival.
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What began as a support project for Mairel's Bookshop & Co became full container shipments from China into Mexico, door to door, including customs clearance and compliance, none of it outsourced.
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That operational backbone turned Merch y Más into a supplier of suppliers, generating over 5 million MXN in B2B sales.
Why it is here
Most operators hand international logistics to a freight forwarder and hope. The same muscle applies to any business importing goods, managing suppliers, or scaling B2B operations in Mexico.
Two written up in full
These are the two I have documented properly. There are others, with numbers behind them, and I will talk you through whichever is relevant to you on the call. I would rather write up two engagements you can check than list ten logos you cannot.
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Until I know your premises, your activity, and which documents you already hold, anything I quote you is a guess. The call is where the real answer starts.
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