1STRATEGIC AND BUSINESS MANAGENT
Services in this field are developed in partnership with business owners and managers to ensure all topics relevant to the future of the organization are considered.
INTERNAL AND EXTERNAL DIAGNOSIS
This includes a dynamic analysis of the more relevant global external environment to the company and the core variables to be considered in that context, of the sectoral and competitive environment, as well as the analysis of the internal organization, its organizational structure, its resources and competencies and the respective value chain. A SWOT analysis is developed to synthesize the opportunities and threats arising from the external environment and the strengths and weaknesses identified in the organization, which should support managerial decisions in their selection of the best strategies and their monitoring.
STRATEGIC PLANNING
This includes a review of the major decisions made by business owners and managers, their vision, mission, values and global objectives, and the development of proposals for the strategic positioning of the company and its business units. This is supported by an exhaustive analysis of critical success factors and by the identification and further analysis of competitive advantages.
MONITORING AND CONTROL
One of the main reasons many strategies fail is the lack of follow up in their implementation. We developed a monitoring model tailored to the specific needs of each company and its environment, including financial and non-financial criteria, with indicators, goals and associated actions to allow for timely decisions.
2 CORPORATE FINANCE
ECONOMIC AND FINANCIAL ANALYSIS
I.F. elaborates and coordinates business plans, in their various dimensions, including analyzing the economic and financial viability of investment projects and corresponding financing models (including follow-up of negotiations with financial institutions).
We prepare applications for financial and tax incentive systems for investment by carrying out a preliminary analysis of the framework (at no cost to the companies) and give technical support to managing the dossiers and the relationship with the public entities responsible for managing the different programs.
MANAGEMENT CONSULTING
We offer regular advisory services in our areas of expertise, particularly in the areas of financial management, taxation and accounting. In order to ensure effective management control and its alignment with the defined strategy, we present quarterly reports in the form of a Rolling Forecast, in which we update critical information relevant to short-term and medium-term strategic and tactical decisions.
3 MERGERS AND ACQUISITIONS
COMPANIES AND BUSINESSES VALUATION
I.F. offers business valuation services to investors, owners and managers, namely for purposes of M&A operations, but also for the analysis of management performance, for the optimization of the capital structure or for succession processes, by issuing independent and technically sound opinions.
LEGAL AND TAX PLANNING
Sound legal and tax planning for mergers and acquisitions, in conjunction with the financing model, is key for the success of these operations, which are technically very demanding. I.F. has recognized know-how and extensive experience in setting up these transactions.
FINDING INVESTORS AND NEGOTIATION SUPPORT
I.F. offers investor search and selection services, tailored to the desired profile, within the scope of M&A operations, and ensures technical advice in the negotiation process.
4 TAXATION
CONSULTATIONS AND OPINIONS
Our services in this area include the analysis of specific situations, both in terms of business taxes (deductibility of expenses for IRC purposes, tax benefits for investments, RETGS, VAT incidence and recovery, etc.) and in terms of individual and family taxation (transfer of assets and taxes on their detention or income, residence rules, inheritance, taxation of business and professional income, preparation of tax returns, etc.)
COMPLAINTS
We support companies and individuals in actions related to tax inspection or current control, taking responsibility for liaising with tax authorities and defending the taxpayer in complaints or requests for review of the taxable amounts. We technically support the legal appeals that our clients wish to present.
PLANNING
The optimization of processes and structures aiming to achieve greater tax efficiency is now a condition of success for many businesses and in the organization of families with high incomes or assets. I.F. is prepared to present structured solutions for investments or complex operations in which the tax component is key.
TRANSFER PRICING
The transfer pricing scheme is based on the principle of full competition and aims to prevent companies within economic groups (national or multinational) from obtaining tax advantages resulting from pricing differently from market rules (free competition) in intra-group transactions. All taxable persons engaged in commercial and/or financial transactions with related entities have the obligation to report it (Models: IES, Mod.22), and in some cases the preparation of a transfer pricing dossier is mandatory. I.F. supports companies in the preparation of this dossier, including a functional analysis of the group and economic environment in which they operate, the selection of the transfer pricing analysis method and all appropriate comparisons (internal and/or external), as well as the preparation of all documentation.
5 STUDIES
MACROECONOMIC AND SECTORIAL STUDIES
I.F., acting alone and in partnership with other entities, namely universities, research centers and business associations, develops macroeconomic and sectorial studies that aim to deepen knowledge relevant to the development of business activity, particularly relating to investment and internationalization decisions in different geographies.
