The strength of a rigorous valuation in the sale of the company
valuingtools.monica
Preparing a company to be acquired is a process that requires method, transparency, and a clear strategic vision. However, there is one element that, although often underestimated, can determine the success or failure of the entire process: a rigorous valuation carried out by specialized professionals. …
Partial sale of shares: advantages and risks
The partial sale of shares is an increasingly common operation in the Portuguese business fabric, especially in small and medium-sized companies looking to grow, strengthen liquidity or prepare a generational transition. Although it is a simple mechanism in appearance, it involves strategic decisions that can …
Family Business Valuation: Challenges and Solutions
The valuation of family businesses is one of the most sensitive issues and, at the same time, decisive for the continuity of these businesses. In Portugal, where a significant part of the business fabric is based on family structures, understanding the true value of the …
Selling family businesses: how to manage expectations
The sale of a family business is almost always a moment loaded with meaning. It's not just a financial transaction: it involves identity, legacy, personal relationships, and often decades of hard work. Therefore, managing expectations (internal and external) becomes one of the most critical aspects …
How to prepare succession without losing value
To talk about succession is often to talk about the future. A future that we want to be peaceful, organized and fair for those closest to us. However, when the topic involves inheritance, emotions, and difficult decisions, it is natural for doubts and fears to …
How to assess risk in a business acquisition
Assessing the risks in a corporate acquisition is one of the most decisive steps to ensure that the transaction creates value and not future problems. While every company has its own identity, there are universal principles that help identify threats, anticipate challenges, and make more …
The role of accounting in business valuation
Accounting is often seen as a technical function, focused on recording transactions and complying with legal obligations. However, its impact goes far beyond compliance. Today, in an increasingly competitive and data-driven market, accounting plays a strategic role in the valuation of companies. …
What is EBITDA? Why is it so important in business valuation?
When it comes to valuing a company, there is an indicator that appears almost always: EBITDA. It is a metric widely used by investors, banks, analysts and managers because it helps to understand, in a relatively simple way, whether or not the business is working …
Mergers and acquisitions as an accelerated growth strategy
Joao Leite
The use of mergers and acquisitions (M&A) as a growth engine has become one of the most effective avenues for companies looking to accelerate their expansion, strengthen competitiveness and gain scale in an increasingly demanding market. When well executed, this strategy allows you to skip …
Sale of companies with real estate: tax implications
The sale of companies that have real estate in their assets is an increasingly frequent operation in the Portuguese market, especially in sectors such as hospitality, education, industry, commerce, health, among others. However, despite often being seen as an alternative to the direct sale of …
