DELTA METHOD
More than 60 years advising our clients.
We follow our own methodology and contrasted for the projects.
The Delta Method that allows us to be more effective, anticipate and plan to achieve maximum savings for our customers.
01
To start thinking and planning we must know:
To start thinking and planning we must know:
- How the business is organised
- Ownership of assets
- Structure of Contracts
- Amortisation and valuation criteria
- Location of operations
- Business cycles
- Operational cycles
02
Know the legislation
It is necessary to understand in depth the system and the rules, to design the best fiscal and patrimonial strategy.
Whether it is the fiscal area or the legal area, we will delve into the general legislation and the specific legislation applicable to the sector. Because, as in chess, the best player is the one who knows the rules better.
03
Setting goals
04
Tax planning
Determine the course of action to achieve the objectives. Draw the most appropriate path for savings or viability of the company.
05
Patrimonial planning
Companies are people. In many cases, business and family assets are closely related. A correct patrimonial planning guarantees survival, protects the patrimony and avoids double impositions.
06
Legal planning
In the legal field, preparation is the key to success. Knowing the objective and scope of action is essential to design the right strategy.
07
Team assignment
08
Execution and follow-up
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