Consultancy Strategy & management
We support management in corporate design, the strategic plan and the organisation of the company, assessing the tax impact of each structure under the Economic Agreement of Bizkaia, Gipuzkoa and Araba and the Economic Convention of Navarra. We cover formation, growth, diversification and generational handover.
What's included
- Comparative report on legal forms with their impact on foral Corporate Income Tax and on the shareholders' personal income tax (IRPF)
- A written strategic plan, with objectives, owners, indicators and an implementation timetable
- Process map and proposal for reorganising the critical areas of the business
- Design of the group's corporate structure and of the corporate transactions needed to reach it
- Regular support for the board or the management team during the implementation phase
- Coordination with the tax, accounting, employment, audit and legal areas within the same group
Support at every stage of the life cycle
Our consultants support the company through its phases of change and development: formation, growth, diversification and winding up. In each of them the questions change, and so do the tax and organisational consequences of the decision taken. We work alongside management, not above it, and the engagement does not end with a report: it ends when the decision has been taken, documented and set in motion.
Corporate design
We collaborate on the design and implementation of the corporate model that best answers each client’s needs, weighing the characteristics of the business and the tax impact of each legal entity. The legal form is common to the whole country, but its taxation is not: Bizkaia, Gipuzkoa and Araba apply their own Corporate Income Tax under the Economic Agreement, and Navarra applies its own under the Economic Convention. The registered tax address decides which Foral Tax Authority the company files with and which deductions are within its reach, so structure and taxation are designed at the same time, never separately.
Strategic plan and support for management
Together with management we draw up the strategic management plan and the organisational models needed to reach the vision of the future the company has set for itself. The plan takes shape in objectives, owners, indicators and a timetable, so that it can be reviewed with data and not with impressions. Where implementation requires it, we actively support the board or the management team throughout the whole journey.
Processes and organisation
In the industrial area we define, implement and optimise business processes and the systems that support them, seeking their integration, maximum efficiency and their alignment with the strategic plan. In the people and organisation area we start from a simple idea: developing the potential of the workforce through appropriate management models is one of the most effective ways of increasing the company’s competitiveness and securing its future.
A single point of contact
Grupo Asegi has worked from Bilbao since 1982 and brings advisory, audit, consultancy and lawyers together within a single group. A corporate reorganisation, a growth transaction or a generational handover is resolved with the tax specialist, the accountant, the auditor and the lawyer sitting at the same table, without you having to explain the same problem four times.
Frequently asked questions
- When is it worth moving from self-employed worker to a limited company?
- As a rough guide, the change starts to pay off when net profit settles between 40,000 and 50,000 euros a year, because the self-employed worker's personal income tax (IRPF) is progressive whereas foral Corporate Income Tax applies a flat rate. The final decision also depends on the remuneration you need to draw, on how much you reinvest and on the personal liability you want to limit.
- Is a corporate structure taxed the same way throughout the country?
- The legal form is common, but its taxation is not. Bizkaia, Gipuzkoa and Araba apply their own Corporate Income Tax under the Economic Agreement, and Navarra applies its own under the Economic Convention. The registered tax address determines which authority the company files with and which deductions it can apply.
- How far in advance must generational handover be planned?
- Effective planning takes between five and ten years, so it is best to address it from the age of fifty onwards. The corporate structure, the family protocol and the fit with the family business regime have to be put in order before the handover becomes urgent.