Cross-border financial advisory · MX–USA
Audit, valuation, M&A, transfer pricing and fractional CFO for mid-market companies operating between Mexico and the United States — without paying for a global firm's overhead or waiting weeks for an associate to call you back.
For owners and CFOs of family-owned and mid-market companies · Chihuahua · Mexico City · Texas · California
Why LM Meridian
Audit, IFRS, USGAAP, internal control and transfer pricing experience earned inside global firms — applied to your business directly, not by a rotating team of juniors.
USMCA, transfer pricing, BEPS, withholding, entity structuring, intercompany flows and dual-jurisdiction reporting handled end-to-end.
Clear scope, fixed fees where it makes sense, and one partner accountable for the result — not an account manager forwarding emails.
Services
Statutory and special-purpose audits under IFRS and Mexican standards. Integrated internal-control review. Audit-ready financials for banks, investors and acquirers.
Mexican corporate tax, cross-border structuring, transfer pricing documentation, BEPS alignment, withholding and treaty optimization.
Fair-value reports for M&A, capital raises, litigation, ESOPs, PPA and tax purposes. Defensible methodology, USPAP-aligned.
Senior financial leadership embedded in your company — KPI architecture, cash-flow control, board reporting, fundraising readiness.
Sell-side and buy-side advisory, financial due diligence, transaction structuring and post-merger integration for the lower mid-market.
COSO-aligned control frameworks, segregation of duties, fraud-risk assessments and remediation roadmaps.

Founder
CPA · Big-Four trained · 15+ years advising mid-market and family-owned groups in Mexico and the U.S.
Luis built LM Meridian to give Mexican and cross-border mid-market companies access to the same technical depth he delivered inside a global firm — without the bureaucracy, the account-manager layer or the inflated invoice. Every engagement is led personally.
Next step
Book a confidential 30-minute strategy call with Luis to scope a cross-border engagement, second opinion or fractional CFO conversation.