1. Management Consultants
OUR PROFESSIONAL SERVICES
ARE YOUR SOLUTIONS
641 W Heber Street, Glendora, CA. 91741, (626) 914-6002,mailto:david.estrello@gmail.com
2. WE KNOW YOU STRIVE
TO MAXIMIZE YOUR
COMPANY’S POTENTIAL
LET US HELP YOU ACHIEVE IT
“MAXIMIZING YOUR POTENTIAL”
3. ABOUT US
Management Consultants
Uptrend International
Is an international management consulting firm of associated
professionals offering services to top management in:
Full business operations – New and existing companies
Crisis management
Strategic planning and business plan development
Mergers, acquisitions and sale of companies
Cash flow management and financial packaging
Corporate, labor, and social security legal advice and tax
planning and litigation in Mexico
“MAXIMIZING YOUR POTENTIAL”
4. OUR SERVICES
Financial Planning
Analysis, development and implementation of budgets,
financial controls and financial projections
Strategic planning
Development of business plans
Cash flow management and financial packaging
Short and long-term investments and risk management
“MAXIMIZING YOUR POTENTIAL”
5. OUR SERVICES
Human Resources
Executive search
Organizational structure development
Development and implementation of salary administration,
merit evaluation and fringe benefit plans
Compliance audits with labor and social benefit
laws, assessment and recommendations.
Development and implementation of preventive
measures and procedures to avoid future legal
entanglements with authorities
“MAXIMIZING YOUR POTENTIAL”
6. OUR SERVICES
Productivity Improvement
Operational analysis and redesign for optimal data flow
Selection and implementation of inventory control systems
Design and implementation of production control systems
Development and implementation of quality control systems
Selection and implementation of project control tools
Development and implementation of recommendations
for profit improvement
“MAXIMIZING YOUR POTENTIAL”
7. OUR SERVICES
Sales and Marketing
Analysis of marketing factors and development
and implementation of marketing and sales programs
Analysis, development and implementation
of sales’ administration systems and procedures
“MAXIMIZING YOUR POTENTIAL”
8. OUR SERVICES
Management Consultants
Mergers, acquisitions and sale of companies:
Due diligence consulting and execution
Findings, recommendations, and negotiations
Advice on corporate matters dealing with, labor,
finance, logistics, legal, and tax matters
Coaching through the transition process
Complete management of operations in Mexico
“MAXIMIZING YOUR POTENTIAL”
9. OUR SERVICES
Legal and Tax Issues
Design and implementation of complete legal and tax
programs to launch a new company in the Mexican Republic
Initial assessment, recommendations, and implementation
of legal preventive measures in corporate, labor,
and social security laws (IMSS, INFONAVIT).
Selection of defense mechanisms and case litigation
Assessment of status and resolution of corporate
and individual’s tax issues (ISR, IVA, IETU).
Tax planning, tax return preparation and review, and tax litigation
“MAXIMIZING YOUR POTENTIAL”
10. "MAXIMIZING YOUR POTENTIAL"
The above is not an empty promise.
We are aware that the effectiveness of OUR SERVICES
is only as good as the knowledge and expertise of our
experienced consultants.
For this reason, UPTREND International, has gathered a group
of expert consultants in all possible areas dealing with your
company.
Their professional profiles includes an average
of over twenty years in consulting and corporate training.
Academically, they have obtained graduate degrees.
Most have vast experience as CEOs.
Individual résumés' are available upon request. To be brief, a few
are included in this presentation. “MAXIMIZING YOUR POTENTIAL”
11. OUR EXPERT CONSULTANTS
David E Estrello M
Since 1986, David E. Estrello manages and operates Uptrend International, Management
Consultants, located in California and Mexico City. The firm provides professional
services principally in Mexico, to Mexican and United States companies. The Firm’s
activities include among others: Due diligence evaluations for mergers and
acquisitions; strategic planning and development of business plans; crisis
management; cash flow management and financial packaging; legal advise in
corporate, labor, and social security issues; tax planning; and litigation in both legal
and tax disputes.
In mid 2002, David E. Estrello created and operated for five years, marketXL, a B2B
sales and marketing services organization, engaged in the distribution and sales of
medical imagery equipment from manufacturers from Asia, Spain, France and the
United States of America. Currently, marketXL has become the operating arm of
Uptrend International performing the same consulting services in Mexico.
“MAXIMIZING YOUR POTENTIAL”
12. OUR EXPERT CONSULTANTS
David E Estrello M
In addition, Mr. Estrello practiced management consulting for twelve years in Los
Angeles, CA and in Mexico City. At the latter, he provided services in corporate
planning and executive search for seven years prior to returning to Los Angeles, CA.
in 1986. At Los Angeles, he acted as Executive Director of a Minority Business
Development Center operated for the U. S. Department of Commerce providing
management consulting to Minority owned companies
David E Estrello’s experience includes thirteen years in public accounting in the
United States and Mexico where he worked, as audit manager, for the Los Angeles, CA
and the Mexico City offices of Deloitte, Haskins & Sells (currently, Deloitte & Touche).
While in Los Angeles, CA, he also acted as principal for the CPA firm of R. J. Miranda
and Company where he founded the Firm’s Los Angeles office. Under his direction the
Firm was awarded the financial audit of the City of Los Angeles for a period of several
years.
Mr. Estrello’s previous experience also includes executive financial positions at
Syntex Corporation and Ideal Standard
“MAXIMIZING YOUR POTENTIAL”
13. OUR EXPERT CONSULTANTS
David E Estrello M
During the previous three years (1998-mid 2002) David E. Estrello successfully
launched an advertisement sales program for a new Internet and CD-ROM Mexican
version of the Thomas Register, the internationally known industrial directory.
During that time Mr. Estrello was Vice President Sales for Latin America at Cahners
Travel Group, a company that publishes hotel and meeting facilities directories for
the tourism industry Worldwide.
Mr. Estrello’s publishing industry experience also includes (1971-1979) four and
one half years as CFO and three and one half years as President for the Latin
American operations of Reader’s Digest. Additionally, commencing on December
1, 1993 and for the next four and one half years, he successfully served as Director
General for Grupo Editorial Expansion, the leading publisher of business
magazines in Mexico
“MAXIMIZING YOUR POTENTIAL”
14. OUR EXPERT CONSULTANTS
David E Estrello M
While working in California, he also participated in civic and business
organizations such as The U.S.-Mexico Chamber of Commerce where he is a
former president of its Pacific Chapter. In Mexico, he is also a former member of
the Instituto Mexicano de Ejecutivos de Finanzas, A.C. (Mexican Institute of
Financial Executives) where he served from 1969 through 1996.
Mr. Estrello’s academic and professional degrees and certifications include a
certificate to practice as a Certified Public Accountant, for the State of California,
he also holds a Bachelor of Science degree from the School of Business
Administration, with a major in Accounting, from the University of California at
Los Angeles.
“MAXIMIZING YOUR POTENTIAL”
15. OUR EXPERT CONSULTANTS
Laura Calleros Torre MBA
With over 15 years of professional experience Laura Alicia Calleros-Torre is well
known in management consulting and business training circles in Mexico. She is
also known for her expertise in strategic planning and her marketing know-how.
She obtained her BA degree in Human Resources at the Universidad Anahuac del
Sur and later an MBA with a major in top management consulting from the
Instituto Tecnológico Autónomo de México.
Her experience covers over 10 years in marketing working for Estudios Tepeyac, a
company engaged in massive communications, where she succeeded as
marketing manager. During this period, she also filled the position as Country
Manager for Mexico at NPD Intelect GfK, an international market research
organization with a head office for the Americas in New York City, and corporate
headquarters in Germany and Japan.
Ms Calleros is also a graduate school professor at Universidad Anahuac del Sur,
and the Universidad Tecnológica de México, among others. She also participates
at conferences and business forums and at private companies in Mexico City and
throughout the rest of the country
“MAXIMIZING YOUR POTENTIAL”
16. OUR EXPERT CONSULTANTS
Lic María Leticia Morales Ramírez
Licenciada María Leticia Morales Ramírez, is an expert in organizational
development and in all facets of human resources’ management. She has over 25
years of business training and consulting experience on projects and programs
dealing with the development, consolidation, and implementation of organizational
development; with personnel training courses and seminars; with quality
improvement; and with all facets of human resources’ development and control.
She currently, and very successfully, manages her own consulting firm.
For eleven years she filled several administrative and business training positions
both for the entrepreneurial and academic sectors, such as: Chief of Occupational
Relations for the Centro Empresarial del Valle del Fuerte; Several positions leading
to her latest as Scholastic General Coordinator for the Universidad de Occidente, a
decentralized organization at the State of Sinaloa’s Government, she also served
as state’s Technical Director for the Training and Development Office. In 1989, she
became Managing Director and Owner of Grupo Owen, a business consultant
organization, rendering professional services in Human Resources, Organizational
Development, Productivity and Quality.
“MAXIMIZING YOUR POTENTIAL”
17. OUR EXPERT CONSULTANTS
Lic. María Leticia Morales Ramírez
She has been a professional trainer since 1977. Licenciada Morales feels
at ease as a teacher, rendering conferences, and as instructor and
facilitator in training courses, workshops, and seminars in all subjects
dealing with her professional area of expertise, which covers: general
management, human resources, management resources’ development,
development of middle management, personal development,
communications, sales, and development of work teams.
Licenciada Morales obtained her undergraduate degree in Ciencias de la
Comunicación (Communication Sciences) for the Instituto Tecnológico y
de Estudios Superiores de Monterrey, Monterrey, N. L. Campus, she is
currently a candidate to obtain a master’s degree in Calidad (Quality) for
the Universidad La Salle del Noroeste, en Ciudad Obregón, Sonora.
“MAXIMIZING YOUR POTENTIAL”
18. OUR EXPERT CONSULTANTS
Lic. Eda Patricia Zumárraga González
Licenciada Eda Patricia Zumárraga González, is a well known attorney with over
twenty years of legal practice experience in labor, social security and corporate
law in Mexico. Currently she manages her own legal firm in Mexico City and
launched the executive training and consulting organization, Innovación en
Capacitación y Asesoría Profesional, S. C.
Previously for 15 years she filled the position of Divisional Editor for the well
known legal bulletin IDC, published by Grupo Editorial Expansion, which is the
leading publisher of business publications in Mexico. In this position, she was in
charge of the editorial sections dealing with labor, social security and corporate
legal issues. She was also responsible for the legal consulting service in her area
of expertise extended to the publication’s subscribers on nation-wide basis.
Licenciada Zumárraga, obtained her law degree from the prestigious Universidad
Nacional Autónoma de México. She has also obtained graduate diplomas in
Mexican Corporate law and Human Resources’ Management from Instituto
Tecnológico Autónomo de México
“MAXIMIZING YOUR POTENTIAL”
19. Our Expert Consultants
Lic. Eda Patricia Zumárraga González
Lic Zumárraga began her specialty in labor law, acting as Legal Coordinator
at the Federal Court of Labor Conciliation and Arbitration (Secretaria de
Acuerdos de la Primera Sala del Tribunal Federal de Conciliación y
Arbitraje). She is also a graduate school professor at the Universidad
Panamericana, at the Instituto Tecnológico Autónomo de México, and at the
Universidad Autónoma de Ciudad Juárez. Lic Zumárraga also collaborates
with other educational institutions such as the Centro de Estudios Fiscales,
S. C. (Center for Fiscal Studies). At El Consejero Fiscal (The Tax Advisor)
she participates as a consultant in a weekly radio program. As a professor
she also teaches law courses and seminars at both undergraduate and
graduate levels. She also participates at conferences and business forums
and at private companies in Mexico City and throughout the rest of the
country
“MAXIMIZING YOUR POTENTIAL”
20. OUR EXPERT CONSULTANTS
Ing. Carlos González González
Engineer Carlos González González is currently the director general for CGG
Consultores, an executive training company. He is also a consultant in
Administrative Quality Systems: ISO 9000/ QS-9000, ISO-TS 16949, Total Quality,
Team work, Six-Sigma, AMEF, Geometric Tolerances and Dimension G8D.
His experience covers thirty years working for companies such as: RCA, Ford
Motor Company, Gillette, Plantronics Corp., General Instruments, Harris Corp.,
Mitutoyo. He is a consultant on Quality issues for Latinoamérica Programa
RTACII (US EMBASSY). He is a Fellow Member de la ASQ. Instructor for the Ford
Supplier Learning Institute México. Instructor for Bancomext (Banco de
Comercio Exterior) on ISO 9000 and ISO 14000.
He is a graduate from the Escuela Superior de Ingeniería Mecánica y Eléctrica
(Mechanical and Electrical Engineering School) from Instituto Politécnico
Nacional de México, where he obtained an engineering degree in
Communications and Electronics. He later also obtained an MBA (Master in
Business Administration) with a major in Quantitative Analysis from the National
University San Diego California USA
“MAXIMIZING YOUR POTENTIAL”
21. OUR EXPERT CONSULTANTS
Ing. Carlos González González
He has been a professor and a course instructor at most major Mexican
universities such as the Instituto Politécnico Nacional, the Universidad Autónoma
de México, the Instituto Tecnológico y de Estudios Superiores de Monterrey,
Instituto Autónomo de México and others (UABC, UNIVA, ULSA,, UAY). He has also
written and published several books on complex technical subjects.
“MAXIMIZING YOUR POTENTIAL”
22. Our Expert Consultants
CPC Elda Yasmin Palacios Arciniega
Currently, Ms. Yasmin Palacios A., Certified as a Public Accountant for the
Republic of Mexico, owns and manages her own firm, rendering financial and tax
auditing professional services as well as acting as a tax consultant on all
Mexican tax obligations to a vast and important clientele. In addition, she
provides consulting services as a partner for two other firms: Grupo Consultor,
S.C. and Echavarri Mascote, S.C. Previously, she acted as an audit manager for
the public accounting firm, León Kennedy y Asociados, S.C.
Her professional expertise in the planning and directing audits of financial
statements; and also in administrative, internal, compliance and other special
audits, for both domestic and multinational companies, has provided her with
significant experience in the industrial, commerce and service areas.
“MAXIMIZING YOUR POTENTIAL”
23. NUESTROS EXPERTOS
CPC Elda Yasmin Palacios Arciniega
Ms. Palacio’s participation as an auditor has included the selection and hiring
of professional personnel, the planning and conduct of audits both for
financial and tax purposes (In México a separate tax audit and pertinent
separate audit report has to be rendered. This is required in addition to the
rendering of the auditor’s report on the fairness of presentation of the financial
statements). She also participates as a member of the Board of Director’s on
several important Mexican companies and as a financial overseer “Comisario”
(also a special Board of Directors position) on several others.
She is a member of the Colegio de Contadores Públicos de México, A.C. and
the Instituto Mexicano de Contadores Públicos, A.C. (Mexican Institute of
Certified Public Accountants) where she obtained her certifícate as a public
accountant. She graduated from the Escuela Bancaria and Comercial (1987)
where she also participated in several special fiscal and auditing courses. She
subsequently specialized in Mexican taxes at the same college.
“MAXIMIZING YOUR POTENTIAL”
24. CONTACT US
Uptrend International
CONTACT – David E. Estrello, Managing Partner
E-mail address - david.estrello@gmail.com
CALIFORNIA, USA: 641 W Heber Street, Glendora, CA. 91741,
Telephone: (626) 914-6002.
CONTACT - MEXICO CITY,
marketXL, S. A. de C. V.,
David E. Estrello M. CEO
San Borja 504-303, México, D. F., ZIP 03100
Telephone in Mexico: 52 55 5559-4051 and 52 55 5559-0914
Mobile in Mexico: 52 55 2900-1780
“MAXIMIZING YOUR POTENTIAL”