Case Studies
Success stories
How we help companies like yours move forward Our success is measured by the achievements of our clients, and here you can discover some examples of how we have helped them grow and improve their management with close, committed and specialised advice.
ALU y PVC Accesorios
Know the value of the company to continue growing
Services Consulting Company valuation Profitability projection
Challenge
After more than 35 years of experience and having worked with more than 2,500 clients, ALU y PVC Accesorios wanted to have an objective and updated vision of the real value of their business.
Its shareholders needed to know what elements were generating that value, how the company stood compared to its competitors, and what aspects they could improve to boost its profitability in the following years.
Solution
At Afianza Avant we form a team of three specialists to analyse the evolution of the business, its projections and its position compared to other comparable companies.
Based on this work, we applied different valuation methods and prepared a detailed report that allowed us to understand not only how much the company was worth, but also where that value came from and how it could evolve in the future.
Result
ALU y PVC Accesorios obtained a reliable reference to measure the evolution of the company’s value and evaluate its management. In addition, it identified the main levers to increase its profitability.
The projections made also served as a starting point to establish a growth roadmap and prioritize the actions with the greatest impact on the business.
The assessment carried out by the professionals of Afianza Asesores has allowed us to have a clear idea of the value of our company after more than 35 years of work and we have identified the areas to improve to increase profitability
Persyvex
Prepare to audit with stronger accounts
Services Voluntary audit Structural analysis Group restructuring
Challenge
Persyvex’s strong growth was transforming the size and needs of the company. With the expectation of exceeding the limits established for the mandatory audit, it needed to prepare its financial structure for a new stage.
In this process, weaknesses were detected in both accounting and internal control procedures. They needed to be corrected before they could become a bigger problem.
Solution
At Afianza Avant we combine the work of our audit and tax advisory teams to review the financial statements of previous years.
We identified the necessary adjustments so that the accounting adequately reflected Persyvex’s situation and analyzed its business structure to detect opportunities for improvement beyond the audit itself.
Result
Persyvex reinforced the reliability of its financial statements and improved the image it projected to banks and suppliers, facilitating its negotiations with both.
The analysis also led to a restructuring of the group that made it possible to rationalize its activity, diversify risks and better prepare the companies for future family succession.
Since our business inception we have had the support of Afianza Asesores. Great professionals who have adapted to our needs to offer us the best coverage in their services, so we can focus mainly on our activity.
Restaurante Sala
Regain confidence in financial information
Services Audit Tax filing Error prevention
Challenge
Restaurante Sala had been working with a trusted tax and accounting advisor for years. However, the appearance of differences in some tax settlements made the company begin to question whether its accounting information was correct.
The situation posed a double need: to verify that the accounts really reflected the progress of the business and to review the internal procedures used to prepare and present their taxes.
Solution
At Afianza Avant we review the financial information and the internal control procedures that served as the basis for the settlements presented to the Tax Agency.
Our analysis made it possible to detect inaccuracies in the financial statements and propose specific changes to Restaurante Sala’s internal policies and tools to prevent these problems from occurring again.
Result
The audit allowed Restaurante Sala to have more reliable financial information and reinforce the confidence of partners and administrators in their accounts.
In addition, the company introduced changes to its management program and obtained greater guarantee on the performance of its administrators and on the information used to make decisions.
After the financial audit, we have made changes to our management program, and we are sure that the accounting information reflects the reality of the results obtained by the company, which provides greater confidence to the partners and administrators of the entity.
Enerdrone
Grow internationally without complicating management
Services Tax and accounting advice Labour advice Commercial legal
Challenge
Enerdrone turned its experience in the industrial and energy sectors into a specialised proposal that allowed it to grow and expand internationally, opening branches and subsidiaries in Mexico, Chile and Brazil.
This growth brought with it new tax, accounting, labour and legal needs. Managing expatriate workers and coordinating companies in different countries required a structure capable of accompanying the new size of the business.
Solution
At Afianza Avant we have accompanied Enerdrone from its first steps, taking care of its tax and accounting advice and the labour management of the professionals displaced to its different international headquarters.
As the company grew, we also incorporated commercial and tax legal advice to help consolidate its structure as a group and respond in a coordinated manner to its needs inside and outside Spain.
Result
Enerdrone has been able to advance its international expansion with centralized management of its professional needs, both nationally and in the markets in which it is present.
Our support has evolved alongside the company, allowing Enerdrone to concentrate more resources and attention on the development of its activity.
Since our business inception we have had the support of Afianza Asesores. Great professionals who have adapted to our needs to offer us the best coverage in their services, so that we can focus mainly on our activity.
Ahumados Domínguez
Find a partner to drive growth
Services Financial advice and M&A Commercial legal advice Tax advice
Challenge
After 60 years building a reference brand in the Spanish premium smoked salmon market, Ahumados Domínguez wanted to give new impetus to its strategic plan without losing what had made the company different.
Its shareholders were looking for a partner that would help accelerate growth while respecting the founder’s legacy, workforce stability, product quality and brand identity.
Solution
At Afianza Avant we accompany Ahumados Domínguez throughout the entire process: from the initial valuation of the company and the search for the most suitable investor to the negotiation and formalization of the agreement.
We created a multidisciplinary team to coordinate the financial, legal and tax aspects of the operation, including the development of the SPA and the partners’ agreement, always under the supervision of Ahumados Domínguez.
Result
The process culminated in the sale of 85% of the capital of Ahumados Domínguez to Iceland Seafood International. The operation allowed the incorporation of an international industrial partner while maintaining the brand and philosophy of the company.
The agreement also reinforced the 2021-2025 strategic plan, which contemplated the objective of doubling turnover and expanding the product offering.
Afianza located the best company, worldwide, to carry out our business plan with great professionalism and agility. An operation that meant that, today, we have partners that make our long-term strategy more solid.
Persycom
Prepare the generational change
Services Family protocol
Challenge
Persycom, one of the main manufacturers of blinds and compacts at a national and international level, was facing one of the most important moments for any family business: the generational change.
The founding partners had begun to incorporate the next generation into the business and needed to establish clear rules that would help organize the succession, protect the family and guarantee the continuity of Persycom.
Solution
At Afianza Avant we approach the process as something broader than the simple drafting of a legal document. First we work with the family to gain an in-depth understanding of the company, their concerns and their future plans.
From this consulting process, we designed a family protocol adapted to the present and future needs of Persycom, seeking for all parties to share clear rules to face the generational change.
Result
Persycom managed to establish an agreed framework to manage succession and face the incorporation of the next generation with greater security.
Our work did not end with the signing of the protocol. We continue to accompany Persycom to help resolve situations and opportunities that may arise as the handover process progresses.
With the development of the family protocol I have achieved the peace of mind I wanted in a time as uncertain as the generational change, both for my family and for Persycom.
Bufete Peña
Legal expertise to resolve franchise disputes
Services Litigation
Challenge
Bufete Peña began specialising in disputes arising from franchise agreements more than a decade ago. One of its first significant cases arose from a €260,000 claim relating to a Foster’s Hollywood franchise in Ávila.
The case highlighted a recurring problem encountered by the firm: franchisees making decisions based on profitability forecasts and information that later prove inconsistent with the reality of the business.
Solution
Our legal team prepared expert reports, hearings and testimony to build a strong defence for the client.
The proceedings went through the court of first instance and the Provincial Court of Ávila before reaching the Supreme Court, which declined to admit the other party’s appeal on points of law because it did not meet the legal requirements.
Result
The claims against the company and the client’s father were dismissed. Following that case, the firm developed an increasingly specialised practice in franchise law.
That experience now enables it to advise both franchisees and franchisors and handle the different disputes that can arise from these agreements with greater technical expertise.