"Elevate, Innovate, Succeed: Your Strategic Partner in Growth and Succession."
We provide management, succession and exit planning services...
to help business owners maximize the potential of their companies to create growth, wealth and success.
The clients we serve
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Construction
- ​General contractors
- ​Special trade contractors
- Real estate​
- Property management ​
- Real estate agents
- Manufacturing ​
- Professional services
- Engineering, architectural, surveying​
- Economic, sociological and educational research
- Wholesale and retail trade
- Health professionals
- Pharmacists, chiropractors, physiotherapists, optometrists
- Veterinary services
- Computer and information technology services
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Passenger and freight transportation and warehousing​
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Hotels, recreational vehicle parks and recreation
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Automotive repair
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Landscape and horticultural services
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​Non-profit and membership organizations
Services
About Us
Muti-industry and multi-disciplinary expertise
Antonio Garcia, MBA, MS PM, CEPA
Managing Director & Principal Consultant
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Antonio is a Certified Exit Planning Advisor and has over 30 years of diverse business experience in Canada, Mexico and the US. His skills encompass management and advisory roles in banking, retail, information technology and tourism for various-sized organizations.
While at a major Canadian bank, Antonio provided banking, financing and investment advice to small businesses, professionals, non-profits and private banking clients. As a former business owner, he managed two home furniture enterprises, showcasing expertise in manufacturing and supply chain management.
His international experience includes roles in general management, business development, sales & marketing, project management and consulting with start ups and multinational companies. In the early stages of his career, Antonio held positions within Mexico's federal and state governments, focusing on tourism financing and promotion.
Antonio's educational background includes master's degrees in business administration and project management (UQAM) as well as degrees in tourism management (McGill University) and tourism development (IESEM Mexico). He is fluent in English, French and Spanish.​
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Imported handcrafted furniture & accessories stores
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Commercialization of smart card based solutions in Latin America
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Smart-card payment system for intercity bus transportation
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High-end custom furniture factory and retail store
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CRM system implementation for phone banking
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​Marketing of online information system in the US and Canada
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Hotel feasibility studies and business plans
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Credit structuring for wealth management clients
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Export/import furniture & accessories
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Import of phone prepaid cards for national phone company
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Interdisciplinary Tourism Program from WTO
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Inventory system implementation for retail​
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Small business advisory on banking, financing and investment
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F1 Grand Prix of Mexico - VIP committee
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International Mexican tourism trade shows “Tianguis Turistico"
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Feasibility studies and financing for the “Bed & Breakfast” program
Our Experiences
Our Vision
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To become the preferred business consultant of business owners looking to satisfy their customers, employees and partners expectations.
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Our Mission
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Service our clients with a spirit of partnership to use advice, innovative solutions and best practices to solve their business challenges while creating long-term value and stakeholders satisfaction.
Our Values
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Integrity
Building trust through ethical behavior and consistent actions and values.
Accountability
Upholding respect and commitment in fulfilling our engagements, taking responsibility for the results and contributions provided to our clients.
Collaboration
Adopting a collaborative partnership approach in our work with clients.
