Adventure to Puerto Vallarta, Mexico

Three years ago before their adventure to Puerto Vallarta Mexico began, Jessica Corley and Rhonda Manthei owned a small business in the Old Town section of Albuquerque, New Mexico. Serial entrepreneurs, they had owned a hospice company and did well enough to retire for about seven years. But retirement was not for them. Adventure was calling.
Jessica, 51, grew up in Massachusetts and 61-year-old Rhonda in Chicago. The two met playing softball in Albuquerque and immediately hit it off (pun intended). Two children followed. Adam is now 25 and daughter Emily 15.
Their adventure to Puerto Vallarta Mexico started with Emily’s two-year junior high school exchange program in Mexico City. “After her wonderful experience, Emily told us that she would like to have her high school education also in Mexico,” Ms. Corley explained. “We said fine, but we were not going to live in Mexico City for sure, way too big for us. So we began researching international schools in Mexico and discovered that the American school in Puerto Vallarta was among the best schools in Mexico for American kids. We contacted many Americans who had children attending the school and had lengthy telephone conversations with them about the school and in general about living in Mexico. Our whole motivation was driven by the school’s ratings. We told Emily, if she was accepted, we would move to Puerto Vallarta, even though we had never been there.”
The family flew to Puerto Vallarta in September 2010 for Emily’s school interview and testing. She was accepted for the following year. “Once our daughter was accepted, Rhonda and I started our planning,” Ms. Corley said. “The first thing we did was to search online to find a real estate agent that could help us. The second thing we did was to sell mostly everything we owned: our house, cars and most of our furniture. We took only those things that were most important to us, like our bedroom set.”

They made two more trips to PV (as the locals call Puerto Vallarta) between September and December 2010 looking for a place to live and a business to buy or start. We knew we had to work when we got to PV and we knew we wanted to own a business, so we did lots of research on the different kinds of opportunities that might be available for us down here,” Ms. Corley said. “Restaurants are big because it is an international tourist city but we did not want the crazy hours.” They also investigated other tourist-oriented businesses, but finally settled on buying a Mail Boxes Etc. franchise. “We actually found out about the franchise opportunity through our real estate agent. He had a friend who had owned the franchise rights for about two years but had never exercised the right to start a business.”
They decided not to buy a home when they moved and opted for renting instead. “Initially we rented a home in the Marina area north of downtown, where the American school is located,” Ms. Corley said. “We found it online and took a leap of faith by renting it after doing a quick drive-by and looking through the windows.”
In December 2010, the two purchased the Mail Boxes Etc. franchise rights for the Old Town area of Puerto Vallarta, just south of the Cuale River. “We found a space on the retail street level of a new condominium,” Ms. Corley explained. “It was perfect. A raw space that we could design and build to our needs.”
The franchise made sense for them, primarily because they are not fluent in Spanish and the business allows them to cater mainly to the English-speaking expat community. Lack of language skills, though, did complicate their franchise training experience. “We had to do our training at corporate headquarters in Mexico City, which was two weeks of intensive training from 9 a.m. until 8 p.m. every day and it was entirely in Spanish,” Ms. Corley said. “I studied the book every night and looked up words I did not know to prepare myself for the next day. We also found another person who was born in the U.S. and bi-lingual. He became our best friend for two weeks.”
Purchasing a franchise provided them with not only professional training but also help from corporate headquarters when they opened their doors. “We asked corporate to send someone to help us for the first three days, which was very helpful,” Ms. Corley said. “We had to pay all expenses but it got us started on the right foot.” They bought the franchise in December 2010 and were able to open their business six months later in May 2011.

To get through all the licensing, regulations and procedures in opening a business here, we relied heavily on the local network of American and Canadian expats who knew the ropes,” Ms. Corley said. “The first step was to find an attorney who was highly recommended by the locals. She in turn connected us with a bi-lingual Mexican accounting firm that had both Mexican and U.S. accounting licenses, since we still hold assets in the United States. He in turn hooked us up with other people who could help, and so it goes. Believe me, it is all about getting connected with the local expat community.”
But even with the local support system, both considered the process a painful experience. “Part of the learning process is you find out that things work differently in a foreign country,” Ms. Corley noted. “I learned patience very quickly, you have to or you do not survive in Mexico. Coming from the U.S., the business culture here is very different. You have to reset your expectations, particularly in business practices like making and keeping appointments and customer service. It takes much longer for things to get done here.”
The biggest barrier for opening a business for them was learning all new business practices. “I am well-versed on all the laws and regulations for opening a business in the U.S., but everything is completely different in Mexico,” Ms. Corley said. “Setting up the books, learning about Facturas (legal receipts given for goods and services in Mexico that can be used for business expenses or tax deductions) and learning about employment rules that are completely different have all been big challenges.”
Their attorney and accountant did most of the work in setting up their business. The attorney secured their FM-3 work permit visas within two months, reviewed the franchise and space lease contracts and handled other legal matters for them. The accounting firm handled most of the work in dealing with the city in obtaining their business and tax licenses. The firm also by law has access to their business checking account at a local bank to pay employment taxes and must prepare the monthly financial statements, tasks that Ms. Manthei handled in their previous businesses.
Now that the business was established, the family decided that the commute from the Marina to Old Town was too long and decided to try condo living for the first time. “We moved to the Riviera Molino condominium, which just happens to be right above our store and super convenient,” Ms. Corley commented. “It is our first experience with condo living so everything is brand new.”
Asked if personal safety is an issue for the family, Ms. Corley said, “Although the media in the United States report extensively on the drug war in Mexico and its casualties, our family feels very safe. For us, Vallarta is one of the safest places we have ever lived. We have no insecurities about letting our daughter stroll the Malecon at night with her friends and we walk to most of our favorite places with no fear of violence. We feel completely safe in PV.”

Would they start a business again? “It has been somewhat of a painful process, but you know the adventure is worth it,” Ms. Corley said. We are moving in to our second year of doing business and are starting to reap some of the benefits of our hard work. When you have a business down here everything is different. It is kind of like just graduating from college and feeling like you know everything until you find out you know absolutely nothing about the real world.”
Ms. Corley offered advice for would-be expat entrepreneurs: “Be patient with the process. Everything just moves more slowly down here. Become part of the community so that you can promote your business. That is just the way it works. And, find the right people. People that can help you not only build your business but also help you learn how to live in your new world. Find people who have lived in the area for a long time, who know the ropes and who know the right people. Finding people you can trust is the most important part of starting a business in Mexico or anywhere else in the world.”
Now that their business is doing well, Emily is flourishing in her new school and they have assimilated into the local expat community, the family has no regrets about their move to Puerto Vallarta. “We have made some incredible friends in the time we have lived here,” Ms. Corley remarked. “I would say life-long friends. PV is beautiful, the weather is awesome, the ocean is calming and the people of Mexico are the friendliest people you will ever find. Whatever the future holds for us, PV will always be a part of it.”
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In this Sunday, Dec. 21, 2014 photo, Michel Salgado drives his 1957 Mercury Monterey convertible along the Malecon in Havana, Cuba. After U.S. car sales were banned in Cuba in 1959, Cubans have been have been forced to patch together Fords, Chevrolets and Chryslers that date back to before Fidel Castro's revolution, which can make it appear like the country is stuck in a 1950's time warp. (AP Photo/Desmond Boylan)
In this Thursday, Nov. 27, 2014 photo, Roberto Castellanos is reflected in a mirror at his house in Tegucigalpa, Honduras. Castellanos, who just turned 12, spends eight hours a day at a repair shop, sanding and painting ice cream carts for the daily pay of $2.50 in Honduran lempiras. When classes resume after the Christmas holidays, he says, he will cut back to five hours at the shop so that he can go to school in the afternoon and, hopefully, still have time to play soccer on the weekend. Abut 15 percent of Honduras' youth hold jobs. (AP Photo/Esteban Felix)
In this Tuesday, Dec. 9, 2014 photo, a client holds up her club to the camera after smashing bottles with it at The Break Club in Buenos Aires, Argentina. The breaking of computer monitors, telephones, TVs and empty bottles is offered as a method to release anger, in a space where the club says "one can let go." (AP Photo/Natacha Pisarenko)
In this Saturday, Dec. 13, 2014 photo, Marco Alegria hands a customer a small cup of fresh donkey milk as the customer pays in the streets of Santiago, Chile. Alegria and his brother have been selling fresh donkey milk for the past 25 years, and say it's recommended as a vitamin boost. Shot glass size cups of the drink sell for about $2 dollars. Half a liter, which is the most he says his donkeys can give in one day, sells for about $20 dollars. (AP Photo/Luis Hidalgo)
In this Friday, Dec. 26, 2014 photo, pedestrians are reflected in an image of Cuba's retired leader Fidel Castro, center, and Venezuela's late President Hugo Chavez, right, hanging inside a shop in Havana, Cuba. So far, the larger-than-life retired Cuban leader has made no public comment on the biggest news in years — that the U.S. and his island nation will restore diplomatic relations after more than 50 years of hostility. (AP Photo/Ramon Espinosa)
In this Friday, Dec. 26, 2014 photo, a woman holds up her red-painted hands and the number 43, representing the 43 missing students from the Isidro Burgos rural teachers college, during a protest in Mexico City, Friday, Dec. 26, 2014. Protesters marked three months since the students were taken by municipal police and handed over to a drug gang to be killed and burned, according to the results of the Attorney General's investigation. (AP Photo/Marco Ugarte)
In this Sunday, Dec. 21, 2014 photo, youth bodyboard at sunset along Joatinga beach in Rio de Janeiro, Brazil. On the first day of summer, Brazil temperature reached over 40 degrees celsius. (AP Photo/Felipe Dana)
In this Saturday, Dec. 27, 2014 photo, a youth runs past a clothes line as he plays with neighborhood kids in Havana, Cuba. Cuba and the U.S. announced on Dec. 17 that the two countries would resume diplomatic relations for the first time since 1961. (AP Photo/Ramon Espinosa)
In this Monday, Dec. 1, 2014 photo, graffiti covers a wall next to an altar and debris inside the chapel of the former University of Santo Thomas of Villanueva in Havana, Cuba. The church is planning to restore the building to its former glory, along with more a dozen more churches, parish houses and other buildings, as part of a quiet reconciliation between the Catholic Church and the Cuban government that has brought relations to a historic high point this Christmas. (AP Photo/Ramon Espinosa)
In this Wednesday, Dec. 24, 2014 photo, a butcher sells pork on the sidewalk in Campo Florido, east of Havana, Cuba. The restoration of diplomatic ties between Cuba and the United States has unleashed expectations of even more momentous changes on an island that often seems frozen in a past of classic cars and crumbling buildings. (AP Photo/Ramon Espinosa)
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A recent trip to Puerto Vallarta Mexico yielded two lessons in protecting a brand and protecting your value. Although the little locally owned store may seem miles away from the international golden arches, each had a story to tell about value.


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