Plan de Inversión para la apertura de un local para la venta de repuestos y reparación en el Ciclo Moyano, ubicado en Filadelfia de Carrillo para el año 2025.
Fecha
2024
Autores
Aguilar Espinoza, Connie Alejandra
Morales Villareal, Marjorie
Núñez Serrano, Francela
Ruiz Aguilar, María José
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ISSN de la revista
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Editor
Universidad Nacional, Costa Rica. Sede Regional Chorotega, Campus Liberia
Resumen
El presente trabajo de investigación tiene como objetivo proponer un plan de inversión
para la apertura de un local para la venta de repuestos y reparación en el Ciclo Moyano, ubicado
en Filadelfia, de Carrillo, para el año 2025. La propuesta surge debido la necesidad que tienen
los propietarios, don Juan José Aguilar y su hija Connie Aguilar, de acondicionar de manera
formal el local para su negocio, el cual tiene como propósito satisfacer las necesidades,
expectativas y exigencias del mercado objetivo. Además de proporcionarles una proyección de
ventas como una herramienta esencial para el adecuado desarrollo y crecimiento del negocio.
Además, como parte de los objetivos del plan se realizó un estudio de mercado el cual
tiene el propósito de determinar la oferta, demanda, las proyecciones de las ventas y los canales
de distribución existentes para los productos ofrecidos por el emprendimiento, asimismo, se
efectuó un diagnóstico para identificar los activos requeridos para el acondicionamiento del
local, también se identificó mediante un análisis e investigación las fuentes de financiamiento y
los costos que pueden aprovecharse para la apertura del local.
Se desarrollaron las respectivas interrelaciones de la variable para conocer la oportunidad
de mercado y áreas de mejora en los servicios y productos, además de la percepción,
necesidades, opiniones y satisfacción de los clientes, del mismo modo, las especificaciones
físicas y técnicas establecidas para el local, siendo de vital importancia para implementar
estrategias orientadas al crecimiento, desarrollo y posicionamiento de la empresa en el mercado.
Por último, tomando en cuenta la información proporcionada a lo largo del documento se
presenta la propuesta del plan de inversión la cual consiste en el diseño y evaluación económica
y financiera, así mismo, sus respectivas conclusiones y recomendaciones con el propósito de
orientar y brindar a los propietarios esta herramienta para ofrecer a los usuarios un espacio apto
para la prestación del servicio de reparación y venta de repuestos del Ciclo Moyano
The purpose of this research work is to propose an investment plan for the opening of a store for the sale of spare parts and repairs at Ciclo Moyano, located in Filadelfia, in Carrillo, for the year 2025. The proposal arises due to the need of the owners, don Juan José Aguilar and his daughter Connie Aguilar, to formally prepare the premises for their business, which has the purpose of satisfying the needs, expectations and demands of the target market. In addition, to provide them with a sales projection as an essential tool for the proper development and growth of the business. In addition, as part of the objectives of the plan, a market study was conducted to determine the supply, demand, sales projections and existing distribution channels for the products offered by the enterprise, and a diagnosis was made to identify the assets required for the refurbishment of the premises, as well as to identify through an analysis and research the sources of financing and the costs that can be used for the opening of the premises. The respective interrelationships of the variable were developed to know the market opportunity and areas for improvement in the services and products, in addition to the perception, needs, opinions and satisfaction of the clients, in the same way, the physical and technical specifications established for the premises, being of vital importance to implement strategies oriented to the growth, development and positioning of the company in the market. Finally, taking into account the information provided throughout the document, the investment plan proposal is presented, which consists of the design and economic and financial evaluation, as well as their respective conclusions and recommendations in order to guide and provide the owners with this tool to offer users a space suitable for the provision of repair service and sale of spare parts of the Moyano.
The purpose of this research work is to propose an investment plan for the opening of a store for the sale of spare parts and repairs at Ciclo Moyano, located in Filadelfia, in Carrillo, for the year 2025. The proposal arises due to the need of the owners, don Juan José Aguilar and his daughter Connie Aguilar, to formally prepare the premises for their business, which has the purpose of satisfying the needs, expectations and demands of the target market. In addition, to provide them with a sales projection as an essential tool for the proper development and growth of the business. In addition, as part of the objectives of the plan, a market study was conducted to determine the supply, demand, sales projections and existing distribution channels for the products offered by the enterprise, and a diagnosis was made to identify the assets required for the refurbishment of the premises, as well as to identify through an analysis and research the sources of financing and the costs that can be used for the opening of the premises. The respective interrelationships of the variable were developed to know the market opportunity and areas for improvement in the services and products, in addition to the perception, needs, opinions and satisfaction of the clients, in the same way, the physical and technical specifications established for the premises, being of vital importance to implement strategies oriented to the growth, development and positioning of the company in the market. Finally, taking into account the information provided throughout the document, the investment plan proposal is presented, which consists of the design and economic and financial evaluation, as well as their respective conclusions and recommendations in order to guide and provide the owners with this tool to offer users a space suitable for the provision of repair service and sale of spare parts of the Moyano.
Descripción
Palabras clave
ADMINISTRACION, INVERSION, ESTUDIOS DE MERCADO, OFERTA Y DEMANDA, VENTAS, BICICLETAS, MANTENIMIENTO, FILADELFIA (CARRILLO), GUANACASTE (COSTA RICA), ADMINISTRATION, INVESTMENT, MARKET RESEARCH, SUPPLY AND DEMAND, SALES, BICYCLES, MAINTENANCE