Diseño de un plan financiero para la ferreteria “Su Fortaleza Franquiciado Disensa” de la ciudad de Riobamba provincia de Chimborazo, periodo 2020-2024

Abstract

This research has been carried out with the objective of designing a Financial Plan for the hardware store "Su Fortaleza Franquiciado Disensa" in Riobamba city of Chimborazo province during the period 2020-2024, establishing tactics to increase its profitability and thus achieve a remarkable development in relation to past years. Previous to the development of the financial plan, a survey was conducted among the hardware store's employees, and through this survey, the design of a financial plan was established as a priority. On the other hand, a comprehensive analysis of the financial statements was conducted means of horizontal and vertical analysis to determine the current situation and forecast its further evolution. In addition, the development of the matrices was taken into account, where they allowed to understand how the hardware store is evolving internally and externally, and at the same time, a strategic matrix was developed, which contains the main utilities for the fulfillment of the established tactics. Finally, the results that were achieved are presented, and therefore a projection of the balance sheets, a budget, a schedule for the application of the tactics and, finally a capital and cost budget have been prepared. For all the above mentioned it is advisable to use the financial plan proposed to achieve higher profits and that the economy is not managed in an empirical way. It is possible to consolidate and expand taking these tactics as an opportunity to achieve the established objectives.