Case Studies

Case Studies

Examples of situations where we helped shareholders, corporate groups and investors structure decisions with greater fiscal, patrimonial and corporate efficiency.

Every situation is different. The examples below are anonymised and simplified to illustrate the types of analyses we carry out and the value of a well-structured diagnostic before implementation.

If you are considering a reorganisation, an acquisition, a partial exit, a fiscal optimisation or an investor entry, we can begin with a structured diagnostic of your situation.

In summary

What kind of transactions does Intuition Consulting execute?

The cases shown are real and anonymised: sales of family companies, reorganisations using an SGPS holding, separating real estate from operating risk, renegotiating personal guarantees with banks, and generational succession processes. They are Portuguese mid-market companies with revenues from a few million to several tens of millions of euros.

01How to prepare a shareholder exit without overpaying on tax

02Property investment: buy personally or set up a company?

03Organising personal and business assets under one structure

04How to protect and deploy idle cash across a group of companies

05Getting your company ready for an investor

06Passing the business to the next generation without conflict or tax surprises

07When the founder can no longer decide everything alone

08Buying a competitor: how to structure the acquisition

09Cleaning up intercompany accounts before it's too late

10Two shareholders who no longer agree: how to separate without destroying value

11The management team wants to buy the company from the founder

12Two partners, one project: how to create a shared structure

13Selling the majority but keeping a voice in the company

14The company was never restructured — where to start?

What kind of transactions does Intuition Consulting execute?