Strategic advisory · Dallas–Fort Worth, Texas

Your company already has
a strategy. What it doesn't have
is somebody making it stick.

Forged Root™ is the system that puts the family, the owners, the board and the operation in order — so the business runs without living inside one person's head.

Book a 30-min call Take the Four Rooms Scorecard — 4 min See how it works
Built over 15 years in Mexico600+ client companies Delivered here in Dallas, in English or SpanishEvery engagement carries a committed KPI
15+years institutionalizing family businesses
600+client companies served by the parent firm
1,400+engagements delivered
+20%average performance above the targets we commit to
The real problem

You can't hand over judgment.
You can only hand over a system.

The business didn't get fragile because the market turned. It got fragile because every decision that matters still runs through one person — and that person is running out of runway.

“Nothing moves unless I move it.”

You're the owner and the CEO at the same time. Both are full-time jobs, and the second one is eating the first.

“We already did this once.”

There's a plan, or a protocol, or a set of values on a wall. It got signed. It never got lived.

“The day-to-day is eating us.”

The company grew faster than the structure around it. Now the week goes to whoever shouts loudest.

The method · The Four Rooms

Every family business is won or lost in four rooms.

Which one is keeping you up at night? Click it and see the fix.

And inside the Management Room, three accelerators:

How we work · proprietary method

The ADAA Code

We don't improvise with your company. Every engagement walks the same four steps.

A

Assess

We read the business, the family and the culture as they actually are — not as the org chart says.

D

Design

Strategy and governance for the room that hurts. One room, done right, before we open the next.

A

Align

The strategy becomes meetings, scoreboards and rituals with names and dates on them.

A

Anchor

The system runs on its own and gets measured every week. That's when we've done our job.

The Commitment

Every Novament proposal includes one slide with the KPI we commit to and the number we're moving it to — from where you are today, to where you'll be, by when. If we can't measure it, we don't sell it.

Proof · measured results

Companies that already decided differently.

Real companies, named with their permission. The numbers are theirs.

Manufacturing · Monterrey, Mexico

Alfran México

Refractories and industrial installation · 9 years of partnership

Fast growth with no system: strategy never made it down to indicators, and responsibility between the LATAM and USA operations lived in a grey zone. We built a balanced scorecard by country with management forums, strategic calibration and service-level agreements between areas.

60 → 900

people in nine years — with 21 LATAM–USA synergies identified and running

Homebuilding · Northeast Mexico

Grupo Tres Picos

Housing developer · 10 years of partnership · 30 projects

The founder was pushing 90% of the decisions: no named successor, unresolved family conflicts and construction running without clear roles or indicators. We worked all four rooms — culture and work system, a formalized profit scheme, a construction structure with indicators, and family governance.

95%

of the new construction structure implemented — and 106% of construction cash flow vs. budget in 2025

See all case studies →
Who you'll be working with

Jesús “Kike” Pérez

Jesús “Kike” Pérez

Every Mexican father repeats it: el hubiera no existe — there's no such thing as what-if.

Kike wrote a book arguing the opposite. The what-if does exist. It shows up years later, in the company that never got handed over.

Twenty years on the other side of the boardroom door: PepsiCo/Gamesa, AT&T/Alestra, Grupo Alfa — where he prepared the board meetings for the CEOs — and ten years running a CEMEX subsidiary that reported to its board. He knows both chairs: the one that reports and the one that asks. Then he left the safe org chart and built his own firm.

He doesn't advise boards. He sits on them — Grupo Tres Picos, Alliance, Transpaís, Grupo Costeño — and coaches directors and shareholders of some of Mexico's largest family groups. So when he tells you what a board should do, it's a chair he occupies, not a chapter he read.

Outside the office he founded Líderes con Valor, walks 500+ young people a year through a life plan, and qualified for the Boston Marathon. Ask a marathoner what wins a race — none will say talent.

He runs a company, has a family, and has the same 24 hours you do. That's why none of this is theory.

No cost · no pitch deck

Which room of your business is keeping you up?

Thirty minutes. You walk out with an honest read and a clear next step — whether you ever hire us or not.

Book my 30 minutes

Rather start on your own? Take the Four Rooms Scorecard — 12 questions, 3 minutes.