Smart strategies for protecting assets, ensuring operational flow, and long-term planning without relying on external financing are some of the resources that Sinergia Asociados offers to transportation and logistics companies .
Operational risk increases with each new tax or crisis, and financial preparedness is no longer optional: it’s part of business continuity.
Founded in 2012 in Tijuana, Baja California, by Emilio Sánchez, the firm was born without contacts, without a client network, and without infrastructure.
“We started from scratch, without a wallet or a car. Knocking on doors, explaining that it was possible to save, protect, and grow, even in difficult times,” Sánchez said in an interview with T21.
He had worked for almost two decades as an employee in the manufacturing industry , but a breaking point led him to rethink his professional direction and found what was then called Sinergia Consultores.
Over time and as its portfolio consolidated, the firm evolved into what is now known as Sinergia Asociados , a reference not only to the original name but also to its collaborative work with collaborators and clients.
“The ‘yes’ means saying yes to your plans, yes to your goals, yes to your dreams,” explained Sánchez, who is also part of the small group of Mexican advisors who qualify for the Million Dollar Round Table , an international distinction in the sector.
The service model is not limited to offering products; it is based on an analysis of each company, each partner, and each risk.
The Sinergia Asociados team, comprised of his family and other collaborators, designs strategies for individuals and corporations who want to grow without compromising their liquidity or relying on credit.
“I study each case as if it were my own. I don’t sell insurance; I build custom-made suits,” he said.
In the transport sector , the most requested services range from tax optimization to reduce payments, to the creation of reserve funds for fleet renewal or retirement plans for operators .
“We constantly see that many business owners are unaware of perfectly legal tools that could strengthen their operations. And when a crisis hits, they pay a heavy price,” he noted.
One of the most sensitive issues he addresses in his consulting work is the succession of assets in the event of the death of a partner.
The “right of first refusal” concept has been key to protecting the shareholding structure of family businesses (so common in the trucking industry) and preventing the forced entry of unwanted heirs.
“Many people think they have it all covered, until they find out about this. That’s where we come in,” Sánchez said.
Talking about financial advice in the trucking sector isn’t just about taxes and numbers; it’s about anticipating scenarios, sustaining operations, and ensuring that years of work aren’t undone by an unexpected crisis, Sánchez emphasized.
At Sinergia Asociados, that vision has solidified over time. Over the course of more than a decade, the firm has demonstrated that wealth planning , protecting key partners, and building well-structured reserves are tools available to those who understand that growth also means protecting themselves.
The service model they have built is based on technical knowledge and genuine customer service.
They want to be recognized as a strategic partner for those who move the country forward on wheels and decisions. This way of operating doesn’t stem from a cold structure, but from a team where trust is built from the ground up, as a family business with structured values.
With an active presence in Tijuana, Monterrey, Querétaro, and León , and a clear vision for expansion in the coming years, the company remains firm on one premise: reacting isn’t enough. The difference is made by those who anticipate. Because in transportation, as in finance, improvisation isn’t just expensive; it can slow down an entire company, Sánchez asserted.
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