Insights
Analysis and perspective on the Portuguese business landscape.
How to Prepare the Succession of a Family Business
How to prepare the succession of a family business: a practical guide with key stages, legal instruments and mistakes to avoid in the generational handover.
How to Pass a Company on to Your Children
Learn how to pass a company on to your children: gifting shares with reserved usufruct, preparing successors, balancing heirs and the tax implications.
Selling a Company: A Complete Guide to the Process
A complete guide to selling a company in Portugal: preparation, valuation, negotiation, due diligence and completion — and what drives the final price.
Business Valuation: How Much Is Your Company Worth?
Business valuation explained for owners: DCF, market multiples and asset-based methods, when to value your company and what truly drives the final figure.
Business Succession Planning: Where to Start
Business succession planning protects company value and business continuity. Learn where to start: diagnosis, the available routes and a realistic timetable.
Family Businesses in Portugal: Challenges and Best Practices
The challenges facing family businesses in Portugal: family, management and ownership overlap, professionalisation and practices that endure for generations.
The Family Protocol: What It Is and Why You Need One
Discover what a family protocol is, what it governs in a family business (admitting relatives, dividends, succession) and how to build one with real value.
Corporate Governance: Articles of Association, Shareholders' Agreements and Best Practices
Corporate governance in Portugal: articles of association, shareholders' agreements and best practices that protect minorities and attract investment.
Bringing Investors into Your Company: How to Prepare
Bringing investors into your company demands preparation: accounts, governance, valuation and a shareholders' agreement. Learn how to prepare to negotiate.
Buying a Company in Portugal: What to Review Before You Commit
Buying a company in Portugal calls for rigorous analysis: due diligence, hidden liabilities, asset deal vs share deal and contractual warranties explained.
Mergers and Acquisitions: How the M&A Process Works
Understand how a mergers and acquisitions process works in Portugal: deal types, the key stages, advisers, confidentiality and post-merger integration.
Corporate Restructuring: When and How to Reorganise Your Company Structure
Learn when a corporate restructuring makes sense: key reasons, common operations such as mergers, demergers and SGPS holdings, and the steps to follow.
How to Negotiate with Banks in Times of Financial Difficulty
Practical strategies for negotiating with banks when your business faces financial difficulty — from preparation to PER and RERE restructuring mechanisms.
PER and RERE: Which Recovery Instrument Suits Your Company?
A comparative look at Portugal's two principal corporate recovery mechanisms — PER and RERE — and how to determine which best suits your company's situation.
Portugal 2030: Funding Opportunities for SMEs
A practical guide to Portugal 2030 incentive schemes for SMEs: the main funding programmes, eligibility criteria and how to prepare a successful application.
Management Control: 5 KPIs Every SME Should Monitor
Discover the five financial and operational KPIs every SME should track, from EBITDA margin to customer concentration, for informed, proactive management.
Corporate Compliance: What Changes in 2026
The new regulatory obligations facing Portuguese companies in 2026 — GDPR enforcement, CSRD reporting and AML rules — and how to prepare your business.
Business Succession: How to Plan the Transition
How to plan business succession in family firms: valuation, choosing the right successor, corporate restructuring and tax-efficient transfer of shares.
Optimising Treasury Management in Uncertain Times
Practical techniques for strengthening cash-flow management and safeguarding liquidity, from working capital optimisation to contingency reserves for SMEs.
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