Business Consulting
ABOUT ROA&SAMANO
Roa&Samano is a family office with more than 15 years of experience, dedicated to providing business mentoring. Offering consultancy in wealth management, in delivering quality services in various areas and advice on investments in the real estate sector to clients and private companies.
The focus of the company is to offer our clients comprehensive advice, offering financial and personalized solutions to each client. A consultancy that begins with an analysis to understand the client's position and be able to carry out financial planning in all the required sectors.
BUSINESS CONSULTING
Specialist in change and transformation processes.
We implement several models that help us diagnose the current culture of your company or organization. This diagnostic gives us the right path to make decisions when restructuring and transforming your company. Building a comprehensive plan to achieve the desired goals.
Diagnostic of operational and administrative efficiency
We carry out a detailed analysis where we review the main procedures and compare them against the best corporate practices. Areas of inefficiency, ambiguities and duplications are identified.
Job analysis, supervision effectiveness and decision making, communication and teamwork problems are identified.
Organization Optimization
Based on the diagnostic of operational and administrative efficiency, we present you with the effective recommendations first on the organizational structure, as well as the personnel analysis.
Suggestions for improvements to policies and procedures to be modified to become more efficient are presented to them.
Manual of Policies and Procedures
A mapping is carried out to guide how to improve work procedures: areas of opportunity and points to improve.
Policies and procedures manuals are prepared.
A review of the information is carried out with the work team from managers to directors to validate them and obtain approval.
A comprehensive plan and the steps of implementation, training, responsibilities are defined.
Strategic Business Plan
We will assist you to define and structure the Strategic Plan in which we will act as moderators in the elaboration.
This is done with the collaboration of key personnel in work meetings.
BUSINESS CONSULTING
We see the areas of opportunity!
We support you to increase your sales, implementation of marketing strategies tailored to the market, seeking the greatest potential.
Detailed analysis of your company at a commercial level
Current commercial diagnosis: Marketing Study, Products, Prices, Promotions, Sales and communication channels
Strategy Implementation: Driven4Success
DIAGNOSTIC
Collection of data, analysis of commercial information at different levels of your business in order to examine the interaction between the particular characteristics of the company, the internal and external factors that affect and influence the performance of each area.
Analysis and assessment of opportunity areas and the implementation of a DRIVEN4SUCCESS strategy that is focused on defining the action plan that will be carried out to boost sales.
WEALTH MANAGEMENT
Our company focuses on understanding all the client's needs in relation to the desired growth and preservation of their heritage, as well as its transfer to future generations.
The result we obtain is solid and transparent by fully adapting each strategy to individual preferences, taking into account their personal, financial and commercial goals.
We use a modern technology designed for wealth management organization: MASTTRO
*Centralization
*Track “hard to value assets”
*Preservation of patronage
