PLANA ASSESSORIA SL

What PLANA ASSESSORIA SL does

PLANA ASSESSORIA SL is a Spanish private limited company (Sociedad Limitada) founded in 1985 and headquartered in Berga, Catalonia. The firm operates as a multi-disciplinary assessoria (advisory practice) delivering integrated professional services across seven modules: tax advisory, labor advisory, legal advisory, accounting, insurance brokerage, real estate management, and traffic/vehicle administrative procedures. Its team is composed of professionals from economics, law, finance, business administration, and management, positioned as offering comprehensive advisory under a single roof.

The company serves two primary customer segments: (1) enterprises and self-employed professionals (empreses i autònoms) requiring tax compliance, payroll, contracts, annual accounts, and regulatory filings, and (2) individuals (particulars) requiring income tax declaration, estate/inheritance management, insurance, retirement planning, and personal labor matters. Services are delivered in-person at the Berga office and via phone and email for remote clients. The website is bilingual in Catalan and Spanish, reflecting the local Catalonia market.

The revenue model is professional services fee-based, with no publicly disclosed pricing — clients request custom budgets via website forms for either legal entities or individuals. The go-to-market is direct sales through the Berga office, with marketing limited to a corporate website, blog, and direct contact channels. No technology platform, proprietary software, or digital delivery infrastructure is disclosed. The firm has no disclosed funding, no parent company, no subsidiaries, no partnerships, no awards, and no named customers, consistent with a long-standing owner-operated local practice.

Name

PLANA ASSESSORIA SL

Legal name

PLANA ASSESSORIA SL

Website

https://plana.cat

Company type

Private

Founded year

1985

Operating status

Operating

Headcount range

1–10 employees

Short description

PLANA ASSESSORIA SL is a 40-year-old advisory firm in Berga, Catalonia, offering tax, labor, legal, accounting, insurance, real estate, and traffic services to local businesses, self-employed professionals, and individuals in the Berguedà region.

Ownership category

akta.pro rank

Headquarters

HQ city

Berga

HQ country

Spain

HQ region

Europe

Offices1 record

Markets served

GTM type

B2B and B2C

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure

Revenue model

1. Professional Advisory Services: Fee-based professional services including tax advisory, labor advisory, legal advisory, accounting, real estate management, and insurance services for both businesses and individuals.

Go-to-market motion1 record

Distribution channels2 records

Marketing channels2 records

Core offering

PLANA ASSESSORIA SL is a Berga-based advisory firm that delivers integrated fiscal, labor, legal, accounting, insurance, real estate, and traffic-related professional services. It serves both corporate clients (enterprises and self-employed/autónomos) and individual clients (particulars) from a single office, with the stated goal of helping businesses reach excellence and giving individuals peace of mind regarding their financial, legal, and administrative obligations. Services are quoted on a custom basis through dedicated budget request forms for legal entities and individuals.

Product overview

PLANA ASSESSORIA SL is a comprehensive advisory firm offering integrated professional services for both businesses and individuals. The company provides seven core service modules: Fiscal Advisory (tax optimization and compliance), Labor Advisory (payroll, contracts, retirement planning), Legal Advisory (inheritances, mediation, arbitration), Accounting (annual accounts preparation and financial analysis), Insurance (business liability and personal coverage), Real Estate (rental management and property transactions), and Traffic Procedures (vehicle documentation). Services are structured for both corporate clients (companies and self-employed professionals) requiring accounting, tax filing, and payroll management, as well as individual clients seeking income tax preparation, inheritances, and personal insurance.

Differentiator

Problem solved

Functional benefit

Products and services

• Assessorament Fiscal (Tax Advisory) Tax advisory service managing clients' tax obligations and optimizing their tax situation through compliance and planning, offered to both businesses/self-employed professionals and individuals (including income tax / renta declarations).
• Assessorament Laboral (Labor Advisory) Labor advisory covering payroll management (nòmines), employment contracts, labor regulations compliance, retirement planning, disability management, and unemployment administration for businesses, self-employed, and individuals.
• Assessorament Jurídic (Legal Advisory) Legal advisory services covering inheritance and estate administration, conflict mediation, and arbitration, offered to businesses and individuals.
• Comptabilitat (Accounting) Accounting service including preparation of annual accounts for trade registry (registre mercantil) filing, VAT and corporate tax returns, and business analysis through financial ratios.
• Assegurances (Insurance) Insurance brokerage offering business and civil liability insurance for companies, and personal insurance lines covering life, health, vehicles, home, and pets for individuals.
• Immobiliària (Real Estate) Real estate service managing rental properties and facilitating the purchase and sale of properties (compra venda d'immobles).
• Tràmits de Trànsit (Traffic Procedures) Administrative service handling traffic-related and vehicle documentation procedures on behalf of clients.

Segments2 records

Ideal customer profiles2 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Scale indicators1 record

Recent moves3 records

Expansion highlights2 records

Direct peers

• A3 Asesores: Spanish network of integrated advisory firms offering fiscal, labor, accounting, and legal services to SMEs and self-employed professionals. Closely comparable multi-discipline business model and target customer base.
• BM Asesores: Spanish professional services firm providing tax, labor, accounting, and legal advisory to SMEs and individuals across Spain. Direct overlap in service mix, customer segments, and consultative GTM.
• Gestoría.es: Spanish marketplace and advisory firm offering tax filings, labor, and accounting services to individuals and businesses. Comparable in core compliance and advisory services and in serving both enterprises and particuliers.

Others

• Wolters Kluwer España (A3): Provider of tax, legal, and regulatory information plus the A3 software suite used extensively by Spanish advisory firms. Comparable in target customer (asesorías) and adjacent in services, though operates as a software/information vendor rather than an advisory firm.
• Cegid Spain: Cloud business software provider serving accountants and advisory firms in Spain with payroll, HR, and accounting solutions. Adjacent technology competitor and potential partner channel for Spanish advisory firms of PLANA's profile.
• Sage Despachos: Software vendor that supplies accounting, payroll, and tax workflow tools to Spanish asesorías and despachos. Adjacent rather than competitive — represents both a partner channel and a disruption vector to traditional advisory firms.

Regional players

• AECAT (Associació d'Empreses Assessores i Consultores de Catalunya): Catalan regional association representing advisory and consulting firms operating in Catalonia. Comparable in geography and professional services scope, providing industry context for PLANA's local market positioning.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat2 records

Key risks5 records

Key highlights6 records

Customer concentration

• LinkedInlinkedin.com/company/plana-assessoria-sl

Revenue estimate

Valuation estimate

Number of profiles

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about PLANA ASSESSORIA SL