Advisory Services

What We Do

We integrate diagnosis, structuring, and implementation into a single advisory platform — with clear deliverables at every stage.

M&A Advisory

Full-cycle sell-side and buy-side transaction support. We prepare, position, negotiate and close deals — from valuation to signed SPA.

Business valuation & positioning
Information memorandum & data room
Buyer/seller outreach
SPA negotiation & closing
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Tax Optimization & Corporate Structuring

Group diagnostic plus corporate architecture: SGPS holdings, dividend flows, shareholder loans, real estate segregation and capital gains — designed to legally reduce tax.

Group diagnostic & effective tax rate
Holding / SGPS architecture
Dividend & capital gains planning
Prioritized roadmap
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Implementation & Coordination

We lead the execution of the chosen scenario — coordinating with your lawyer, accountant, and notary. Three levels: assisted, managed, or full coordination.

Project management
Legal & tax coordination
Timeline & milestone tracking
Stakeholder alignment
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Real Estate & Asset Protection

Segregate real estate and key assets from operational risk. SPVs, demergers, lease-back structures — designed for robustness with banks and due diligence.

SPV structuring
Asset segregation
Bank consent roadmap
Due diligence readiness
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Banking & Guarantees

Navigate personal guarantees, covenants, and bank consents. Build a negotiation roadmap to reduce exposure and unlock structural flexibility.

Guarantee mapping
Covenant analysis
Bank negotiation roadmap
Consent management
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Succession & Governance

Family protocols, shareholder agreements, earn-in models, and deadlock mechanisms. Prepare the business for generational transition without conflict.

Family protocol
Shareholder agreement
Earn-in / earn-out design
Deadlock resolution
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Sale-Readiness / Vendor DD Light

Prepare your company for a transaction — even years in advance. Minimum data room, red flag identification, and structural readiness.

Data room checklist
Red flag audit
Structural readiness report
Value maximization roadmap
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Corporate Structure & Flows

Holdings, dividend flows, shareholder loans — designed for tax efficiency, capital circulation, and strategic flexibility.

Holding architecture
Dividend optimization
Intercompany flow design
Participation exemption analysis
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Methodology

How We Work

1

Diagnostic

We map your corporate structure, risks, and opportunities. You receive a complete report with actionable scenarios.

2

Decision

You choose the path forward. We present options, trade-offs, and recommendations — with full transparency.

3

Implementation

We coordinate lawyers, accountants, and notaries. You keep your team; we lead the project and the financial rationale.

In summary

What services does Intuition Consulting provide in Portugal?

We provide eight integrated services: selling and buying companies (M&A), sale-readiness, tax optimisation and corporate structuring, holding structure and flows, real estate and asset protection, banking and guarantees, succession and governance, and implementation and coordination. Every engagement starts with an independent diagnostic of the group.