The early stages
Key areas of advice you might need in the early stages
B- Strategic Planning
Detailed study of the sector and opportunities in Brazil.
The Brazilian "Administrador" The CEO/General Manager (Administrador in Portuguese) of your company must be an individual with permanent residence. We can take on this responsibility; however, it must remain non-operational. It can be short-term in case your soon to be CEO is in the process of getting a permanent visa, or long-term in case you do not have an expat to manage your local company and wish to have a trustworthy professional to control and secure your operations in Brazil. The Administrador may be, but does not have to be a shareholder. The shareholders, who may attribute a specific designation to the Administrador, make his appointment. The manager’s roles and responsibilities are set forth in applicable legislation and the company’s articles of association..
LEGAL REPRESENTATION OF STAKEHOLDERS, ATTORNEY-IN-FACT When doing business in Brazil, a foreign company must permanently maintain a legal representative with powers to sign on behalf of the foreign partners, solve issues related to the business, respond in a legal capacity, and receive summons on behalf of the company overseas. This appointed legal representative does not necessarily have to be a Brazilian, nor is a Brazilian partner required. However, if the legal representative is a foreigner he/she must be resident and domiciled in Brazil with a permanent visa.
D- Company set up
E- Tax efficient structuring
F- Tax efficient analysis
G- Opening an international bank account
H- Tax registrations
I- Real estate and insurance
K- Legal representation of your Brazilian subsidiary
J- Legal representation in Brazil
L- Third party ongoing accounting and bookkeeping
M- Incentives and reliefs
N- Employment considerations and hiring of Brazilian employees
O- Audit and accounting requirements
C- Entity formation
A- Market Analysis
We help companies find suitable addresses anywhere in Brazil
Creating Strategic Pathways for Success in Brazil
Business growth
Take your business to the next level
What does business growth look like for you?
The path you choose to grow your business is unique to you and will depend on multiple factors. We’re here to help guide you, providing expert advice and supporting you on the route towards achieving your Brazilian growth ambitions.
Organic growth
Many companies aim to accelerate organic growth to maximize success and profitability. Overcome the key challenges to achieving this with dedicated support and strategic planning.
Through segmented analytical reviews of margins, combined with product and pricing strategies, we pinpoint key value drivers and identify enhancement opportunities. By applying activity-based costing to determine the actual cost of local delivery, we uncover the root causes of underperformance in these drivers, allowing us to target realistic and impactful improvements.
Strategic Assessment and Advisory Services
Services for Profit and Performance Enhancement
Support for Transformation and Optimization
Our experience advising a diverse range of businesses and sectors in Brazil provides us with valuable insights into strategic issues and market trends. We work closely with organizations to apply this knowledge toward their ambitious goals and strategic direction, helping transform these into clear Objectives and Key Results (OKRs). With monitoring tools and feedback loops, we support each stage to ensure effective and successful implementation.
Cost Reduction Identification and Implementation Services
With extensive change management expertise, we offer comprehensive project support throughout the process—from initial planning to delivery and ongoing monitoring. Additionally, we provide troubleshooting and advisory support, ensuring continuity and guidance when leadership capacity is stretched.
Change Management Services
We utilize benchmarking and detailed cost reviews to identify improvement areas, complemented by an in-depth analysis of the local supply chain (procurement processes, focusing on pricing, economies of scale, logistics and payment terms). Additionally, we plan and support transitions to leaner operating models for greater efficiency.
We provide comprehensive support for closing sales and securing services, assisting companies in navigating local bids across both private and public sectors. With in-depth experience in Brazilian bureaucracy and regulatory requirements, we help foreign companies succeed in major sales projects and maximize their market impact.
Support for Closing Sales and Services
Acquisitions
Whether you have your sights set on expanding into new locations in Brazil, diversifying your services or building market share, acquiring a business in Brazil could be an excellent way to achieve your growth ambitions quickly.
Acquisitions can be complex and time consuming. Due to a market not so mature in Brazil, a clear acquisition strategy is essential when buying and integrating a business to realise the full potential of the transaction. As well as identifying targets that fit with your strategic rationale, you need to have the right team of professionals in place to support you, as well as a thorough due diligence process. It may be necessary to secure funding and to maximise success, so you’ll need a robust post-acquisition integration plan too.
At Brazilian Advisory Partners we have the specialist knowledge and hands-on commercial experience to help you every step of the way.
A Well-Defined Acquisition Strategy
Successful, value-creating acquisitions are built on a clear strategy. It's essential to have a well-articulated rationale that aligns with your long-term business objectives and goals.
Our team at Brazilian Advisory Partners can collaborate with you and your management team to evaluate the available options. We offer support in both designing and executing your acquisition strategy to ensure its effectiveness.
An Expert Advisor to Guide Your Acquisition
Given the numerous moving parts and complexities associated with an acquisition in Brazil, having the right expertise is crucial for success. Building relationships and networking are also essential when conducting business in Brazil. We can partner with you, leveraging our extensive transaction experience to offer impartial advice and leadership throughout the acquisition process.
Our support includes:
Assisting in designing a tailored acquisition strategy
Refining acquisition criteria to align with your goals
Identifying and approaching potential acquisition targets
Providing guidance on the structure and valuation of the acquisition
Negotiating transaction terms
Advising on acquisition funding, if necessary.
Acquisition due diligence
Thorough due diligence is essential when considering any acquisition, as it provides valuable insights into the target business, including its past and projected performance. This process allows you to validate assumptions and make informed decisions at every stage of the acquisition.
We can conduct due diligence on your behalf, meticulously investigating and analyzing the business you plan to acquire. The scope of our due diligence will depend on the complexity of the business and your specific requirements, but it typically includes:
Historical Trading Performance: Analyzing underlying earnings and cash flows.
Future Performance Forecasts: Assessing projected trading performance and cash flows.
Working Capital Needs: Evaluating the working capital requirements.
Debt Assessment: Reviewing debt and debt-like items for potential pricing adjustments.
Risk Identification: Identifying key risks and exposures faced by the business.
Financial Control Environment: Evaluating the robustness of financial controls and accounting practices.
Tax Profile Analysis: Covering corporate, employment, and indirect taxes.
Synergy Opportunities: Identifying potential cost savings through synergies.
Integration Costs: Considering any additional costs involved in the integration process.
Tax Structuring: Understanding the implications of the proposed transaction structure and identifying solutions for efficiency.
Our experts will determine the appropriate scope of work tailored to your situation and requirements, focusing on the most critical factors for you. We provide our honest assessment, along with clear and actionable solutions, enabling you to make informed decisions throughout the transaction.
In addition to financial due diligence, we also offer commercial and technical due diligence exercises. We consider how all these elements fit into the negotiations and the sale and purchase agreement (SPA) to maximize value while simultaneously mitigating risks..
Successfully integrating an acquisition
Post-merger integration (PMI) is often viewed as the final stage of the acquisition process and plays a crucial role in maximizing the value derived from any acquisition. However, it can also present significant challenges for management teams as they balance the integration efforts with core business activities. This is the phase where many acquisitions fall short, failing to deliver on the initial rationale of the deal.
There are numerous factors to consider in the integration plan, including cultural change management, technological integration, and legal compliance. Companies typically prepare for integration by developing a 100-day plan that focuses on key areas such as identifying acquisition synergies, aligning and integrating processes and operations, and merging the people and cultures from each organization. From a tax and local perspective, our specialists assist businesses in addressing essential actions arising from acquisition structuring and tax due diligence, while also identifying long-term tax efficiencies for the combined entities.
The sooner a business seeks professional advice regarding post-merger integration (PMI), the better the outcomes tend to be. When companies fail to generate value from an acquisition, it is often due to delaying the integration process. We frequently collaborate with clients to establish a post-merger plan even before the acquisition takes place. By considering insights from the due diligence process, we ensure that the integration effectively mitigates risks and capitalizes on all available opportunities.
Our support includes:
Identifying and Maximizing Opportunities: We help enhance value and achieve synergies throughout the integration process.
Performance Advisory: We assist in executing your 100-day plan by identifying root causes of delays and issues, and advising on corrective measures to get performance back on track.
Structured Change Management: We work with you to implement a comprehensive change management process, including project planning, delivery support, and monitoring.
360° Business Review: We conduct a thorough review of your business, providing strategic advice and optimizing funding models.
Fundraising and Finding New Business Partners
Securing funding and establishing local strategic partnerships are critical components for driving growth and innovation within a business. Here’s how we can assist you in these areas:
Fundraising Support:
Identifying Funding Sources: We help you explore various local funding options, including local investment banks, venture capital, private equity, tailored to your business needs.
Different fundraising options to support business growth: Raising debt; Asset-based lending; Cashflow financing; Equity finance; Equity for growth; Mezzanine finance.
Developing Compelling Proposals: Our team can assist you in crafting persuasive investment proposals that effectively communicate your business model, value proposition, and growth potential. I
Investor-Ready Financial Model: When preparing to fundraise, having an effective, flexible, and robust financial model is essential. Our approach combines technical expertise with practical business insights to create a model customized to your specific situation and objectives. By pinpointing the key assumptions and variables that impact your business in Brazil, we empower you to present investors with a range of scenarios and sensitivity analyses. This strategic foresight not only instills confidence but also highlights the resilience and growth potential of your business, helping you secure the funding needed for your next stage of growth.
Investor Relations: We provide guidance on how to engage with potential investors, facilitating introductions and managing relationships to build trust and confidence.
Finding New Business Partners:
Market Research and Analysis: We conduct thorough market research to identify potential partners that align with your strategic goals and values.
Networking and Introductions: Leveraging our extensive network, we can introduce you to key players in your industry who may be interested in collaboration or partnership opportunities.
Growing a business is an ongoing journey, requiring not only solid planning but also the effective execution of strategic initiatives. In today’s competitive landscape, successful growth demands clear direction, especially when navigating complex decisions like changing the business’s direction, pursuing acquisitions, mergers, disposals, or raising capital. Each of these choices can be challenging without the right support.
As an independent corporate adviser, we provide unbiased, tailored solutions backed by our team's deep expertise and hands-on experience in Brazilian markets. Our approach combines sector knowledge, dedication to excellence, and local insights to help you turn strategy into action and guide management teams with precision.
We understand the unique challenges board directors face and offer clear, actionable insights based on years of transaction experience. Our goal is to create innovative, practical solutions to help you achieve success in Brazil. Clients also benefit from a wide range of services at Brazilian Advisory Partners, including financial modeling, debt advisory, and tax planning, to support every stage of the process. By focusing on your long-term goals, we enable your leadership team to drive growth without the distraction of day-to-day operations.
How We Can Help
1. Strategy Development:
We assist shareholders and management teams in evaluating and implementing key strategies for growth, value creation, and realization. Our approach ensures that your business objectives are aligned with actionable plans to drive sustainable success.
2. Impartial Advice:
As independent advisers, we offer a fresh perspective on business challenges, allowing us to co-create innovative and customized solutions that address your unique needs and goals.
3. Alternative Financing Solutions:
Our team helps you explore a range of financing options to support essential business objectives. From debt and equity to hybrid solutions, we guide you in securing the capital necessary to fuel growth.
4. Expanding Your Business to Latin America: Expanding into Latin America offers a wealth of opportunities for businesses looking to grow in dynamic, emerging markets. With its diverse economies, strategic location, and large consumer base, Latin America presents attractive prospects for companies across sectors. However, entering this region requires a thorough understanding of the unique cultural, economic, and regulatory landscapes.
Here’s how Brazilian Advisory Partners can support you in expanding your business to Latin America:
Strategic Market Entry:
We help you analyze potential markets within Latin America, identifying countries and sectors with the highest growth potential for your business. Our team guides you through selecting entry strategies, from direct investments and joint ventures to partnerships, ensuring a tailored approach.
Regulatory Compliance and Risk Management:
Navigating the regulatory landscape across Latin America can be complex. We assist with understanding local regulations, tax compliance, labor laws, and trade policies. Our team identifies and mitigates potential risks, ensuring a compliant and smooth entry into new markets.
Cultural and Market Insights:
Success in Latin America relies on understanding the cultural and consumer nuances that vary from one country to another. We provide in-depth insights into consumer behavior, regional preferences, and effective local marketing strategies to help you build a strong presence and engage effectively with your target audience.
Financial Planning and Funding Support:
Expanding to a new region requires robust financial planning. We develop financial models that account for local economic factors and help you secure funding if needed. Whether through local partnerships or international financing, we support you in building a sustainable financial structure for growth.
Operational Support and Talent Acquisition:
Setting up operations in Latin America involves unique logistical and operational considerations. We provide support in identifying and hiring local talent, setting up distribution channels, and establishing a supply chain that aligns with your business needs.
Ongoing Advisory and Growth Optimization:
Our role doesn’t stop once you’ve established your presence. We offer continuous advisory support to help you adapt to evolving market conditions, optimize operations, and pursue opportunities for long-term growth. With a combination of local expertise, market knowledge, and a network of partnerships across Latin America, Brazilian Advisory Partners can help you successfully expand, mitigate risks, and capture the full potential of this vibrant region.
5. Value Creation through Transactions:
We support boards and management teams throughout pivotal transactions, including fundraising, acquisitions, business sales, and succession planning. Our services cover every aspect of transactional support, from building comprehensive business plans and financial forecasting to benchmarking against industry peers, conducting valuations, and setting up management and board incentives. With our expertise and hands-on approach, we work alongside you to unlock value at each step, ensuring your business is well-positioned for growth and long-term success.
Lead advisory services
Whether you’re new in Brazil or have been here for years, selling a business can be a complex journey, involving numerous considerations and strategic decisions. Each sale is unique, but generally, a successful exit follows three key stages: pre-sale, exit readiness, and post-sale.
At Brazilian Advisory Partners, we take a holistic approach, providing 360° support to guide you through each stage. Our team includes experts across various specialties who understand how your business and personal wealth are interconnected. This awareness allows us to help you make informed decisions that align with both your business goals and personal objectives, ensuring one aspect doesn’t unintentionally impact another.
We work closely with you to develop a comprehensive business exit strategy, tailored to deliver the best possible outcomes for both your business and your personal future.