¿Cada cuánto tiempo debo realizar una revisión de la estrategia pluri anual de mi negocio?

El objetivo principal de la estrategia de un negocio alcanzar los objetivos o resultados deseados. La estrategia es el plan de acción que se emprende con el fin de alcanzar esos objetivos o resultados.

 

Cada negocio debe definir sus propios objetivos primero y su propia estrategia después para conseguirlos. Por ejemplo, una empresa de venta de calzado masculino que tiene, entre sus objetivos, penetrar el mercado femenino debe fijar un plan de acción detallado o estrategia para la producción, comercialización y venta de ese nuevo producto. 

 

Desde Daem recomendamos revisar la estrategia pluri-anual del negocio en los siguientes supuestos:

 

  • Se haya producido algún cambio sustancial en el entorno competitivo (clientes, proveedores, competidores o productos sustitutivos)
  • Hayan aparecido nuevas tecnologías que cambien la dinámica del mercado
  • Exista alguna otra circunstancia del propio negocio que altere la dinámica del negocio (operaciones corporativas, dificultades financieras, etc.)
  • Hayan pasado más de 3 años desde la última revisión de la estrategia

 

A nivel general recomendamos revisar la estrategia cada 3 años a no ser que se haya producido algún evento que justifique una revisión previa. La mayoría de directivos están inmersos en el día a día de sus negocios y pueden perder una perspectiva global del mercado y el grado de cumplimiento de sus objetivos aspiracionales.

 

En Daem contamos con una larga experiencia en asesoramiento y elaboración de planes estratégicos en todo tipo de sectores. Ponte en contacto con nosotros si necesitas más información: enviando un email a financiero@daem.es o llamando al +34 93 280 21 66.

 

Aviso legal: Este artículo ha sido preparado en base a cierta información pública y refleja una serie de observaciones de carácter general. DAEM no acepta ningún tipo de responsabilidad frente a terceros como consecuencia de las decisiones o acciones que pueden ser adoptadas basándose en el contenido de este artículo.

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Isaac Penedés

Isaac began his professional career in 1992 in the practice of labour counseling at Daem as a labor technical consultant.

In 2015, he is promoted to director of Daem’s labour department.

Isaac is a specialist in legal-labor advice to companies and self-employed, payroll management, Social Security, income tax, affiliations, retirement, hiring and firing, mediation and management of labor disputes and retirements. In addition to compensation schemes and incentives, hiring and advising on law of occupational risk prevention.

Carles Cornejo, CFA

Carles started his professional career in 2010 in the practice of mergers and acquisitions advisory services at PricewaterhouseCoppers in Barcelona.

In September 2010, he joined Alana Partners in Madrid to develop and manage a Private Equity fund.

In 2015, he joined Monitor Deloitte in the area of Strategic Advisory specializing in mergers, acquisitions, integrations and restructuring processes within Deloitte Spain.

In November 2017, he joined DAEM as a partner and responsible for the area of consulting and transactions.

Carles is an Industrial Engineer and holds a degree in Business Administration and Management from the Ramón Llull University in Barcelona. In addition to holding a Master's Degree in Industrial Engineering from The Pennsylvania State University (USA) and becoming, in 2016, a Chartered Financial Analyst (CFA) professional, certification granted by the CFA Institute (USA).

Carles is a specialist in economic - financial advice, strategic consulting, mergers and acquisitions and wealth management counseling.

Sergi Cornejo

Sergi started his professional career in 2009 at DAEM as an accountant.

In January 2010, he began to combine his tasks in the accounting department, supporting the tax and commercial registry services department.

In 2013, he joined the management of DAEM with the direction of the commercial registry services department.

In parallel to his work at DAEM, he takes on the financial management duties of the Hairdressing Group Alberto Cerdán (outsourcing of services through DAEM).

Sergi has a diploma in accounting, business and tax techniques and tax advice.

Sergi is specialist in tax and commercial registry advice and in advisory to companies in financial matters.

José-Carlos de Alós

Carlos started his professional career in 1978 in the accounting area in a group of companies belonging to a banking group.

In March of 1981, with two other partners, he founded the company GATEFI, S. L., whose corporate purpose was to provide advisory services to companies and professionals in accounting, tax and labor matters.

In 1986 he joined, as a partner, the tax area of ​ CONSULTOR, SA, which, shortly after, joined the Urbach Hacker Young International association, and as a consequence, Carlos participated in audits requested by the association to British customers.

In January 2001, he founded the company ALÓS Y ASOCIADOS ASESORES, S. L., where he has been acting as a CEO.

In May 2018, he joined DAEM as director.

Carlos has a Master's Degree in Taxation from the Centro de Estudios Financieros of Barcelona and is a specialist in tax, economic-financial, and labor consultancy (specialist in the area of ​​payroll and social insurance).

Jordi Company

Jordi started his professional career in 1986 in accounting practice in a company in the garment sector in Barcelona.

In July 1987, he joined DAEM as administrative-accountant.

In 1992, he joined DAEM's fiscal and tax department as assistant director.

In 2000, he assumed the co-direction of DAEM’s fiscal area.

In 2015, he assumed the direction of the fiscal area of DAEM’s delegation in Tarragona.

Jordi has a diploma in accounting, business and tax techniques and tax advice.

Jordi is a specialist in fiscal counseling and management of companies and self-employed, tax inquiries derived from the relationship of the company / self-employed with the Tax Administration, resources and tax claims, tax inspections and representations, international taxation, taxation on inheritance, taxation of foundations and other non-profit entities and commercial registry - tax advice in the constitution, transformation and dissolution of companies.