Financial and tax structuring
Turning Tax Efficiency into a Competitive Advantage for the Industrial Sector
INNOVATE turns tax compliance from an operating cost into a powerful lever for growth and competitiveness.
Remember: the initial analysis is free of charge.
- Lucro Real
- Financial institutions
- IFRS
- Income Tax Regulation
- Brazilian Federal Revenue Service
- Shareholders' equity
- Regulatory capital
- EBITDA
- Cost of goods sold
Context
The Challenge of the Industrial Sector
The industrial sector is the engine of the country's development, driving economic growth and creating jobs. However, operating under the Lucro Real (actual profit) tax regime in Brazil means facing one of the most complex and challenging tax systems in the world.
Many companies see their profits "slip through their fingers" because of merely reactive accounting, limited to meeting basic obligations without exploring strategic optimization opportunities.
Our Mission
INNOVATE works to reverse this logic, turning tax compliance from an operating cost into a powerful lever for growth and competitiveness.
Our edge
Far Beyond Traditional Consulting
INNOVATE is a firm specialized in innovative financial and tax structuring, focused exclusively on Lucro Real companies (in any industry) and financial institutions. We act as an integrating hub that combines traditional finance and accounting models with disruptive solutions.
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Proven Expertise
More than two decades of in-depth research and cases successfully tested in the Brazilian market
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High-Performance Team
Economists linked to the CVM (Brazilian Securities and Exchange Commission), renowned lawyers and partner accountants with experience at major audit firms
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Measurable Results
Focused on generating new revenue and reducing tax costs, adding real value for our clients
Tailored approach
A Tailored Approach: “Financial Tailoring”
We understand that every company's balance sheet is unique, reflecting its industry, history and market position. That is why we do not deliver off-the-shelf solutions, but strategies tailored to your specific market share.
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Smart Asset Management
Identifying new sources of revenue and strategically reducing current costs through an in-depth analysis of the balance sheet structure
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Equity Leverage
Specific strategies to strengthen shareholders' equity and optimize regulatory capital, essential for financial institutions
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Accounting Repositioning
Fine, strategic adjustments that significantly improve the company's image before the market and investors
Case study
The Real Impact: Numbers That Speak for Themselves
To illustrate the transformative potential of our consulting, we present a real case of a Lucro Real company, comparing the scenario before and after the implementation of our tax solutions.
| Description | Without INNOVATE | With INNOVATE | Visual comparison |
|---|---|---|---|
| Net Revenue | 66,950,501 | 98,985,642 | |
| Operating Profit | 2,357,124 | 3,374,694 | |
| Adjusted EBITDA | 3,066,809 | 4,084,379 | |
| EBITDA Margin | 4.60% | 5.90% |
- +R$ 32MIncrease in net revenue
- +R$ 1MEBITDA gain
- +1.3%Margin improvement
Important note: The implementation not only increases gross revenue but also significantly improves operating efficiency (margins; EBITDA), making the company more robust for new investment cycles or for raising funds in the market.
Commercial terms
Exclusive Terms for Lucro Real Companies
To foster the industrial sector, INNOVATE has designed a unique commercial offer. Our focus is to lower entry barriers by taking on the initial risk.
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1
Zero Upfront Investment
We fully waive the cost of the Eligibility Analysis so you can learn your potential with no initial financial commitment
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2
Success Fee
An 18% share of the gain, ensuring that most of the wealth stays in your cash flow
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3
Success-Based Model
You only pay if the solutions are implemented and profit is actually generated. The initial technical risk is entirely ours
Compliance
Legal Certainty and Full Compliance
All our structuring is fully backed by current legislation, in line with the Income Tax Regulation and the rules of the Brazilian Federal Revenue Service.
We guarantee that your company will be fully compliant from a legal and accounting standpoint throughout the implementation and maintenance of the solutions. Our lawyers and tax specialists continuously monitor legislative updates to ensure maximum security.
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Full Legal Backing
All strategies grounded in current legislation and settled case law
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Preventive Audit
Processes structured to withstand future tax challenges
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Continuous Monitoring
Tracking legislative changes and making the necessary proactive adjustments
Eligibility
Eligibility Criteria
To ensure excellent results and the best use of the solutions, we partner with companies that meet the requirements below:
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Tax Regime
Company under the Lucro Real regime or a regulated financial institution
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Size and Performance
Average annual revenue of R$ 60 million with demonstrated positive financial results
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Tax Compliance
No outstanding tax debt, protests or serious environmental or tax violations
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Product Range
A diversified product portfolio for an in-depth analysis of the Cost of Goods Sold (COGS)
Next steps
Next Steps: Simple and Secure
Starting your tax optimization journey with INNOVATE is a transparent, structured process with no financial risk:
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Step 1Formalization
Signing of an NDA/MOU to protect confidential information
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Step 2Data Collection
Submission of the balance sheet and “product range” data for technical analysis
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Step 3Preliminary Analysis
Eligibility confirmation and presentation of potential gain simulations
Next step
Ready to Transform Your Tax Efficiency?
Contact the INNOVATE team to schedule your free eligibility analysis and discover your company's optimization potential.
Remember: the initial analysis is free of charge.
+55 61 98352-2507Fernando R.S. Palau