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.

Solutions

  1. Smart Asset Management

    Identifying new sources of revenue and strategically reducing current costs through an in-depth analysis of the balance sheet structure

  2. Equity Leverage

    Specific strategies to strengthen shareholders' equity and optimize regulatory capital, essential for financial institutions

  3. 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 (IFRS - BRL thousands)
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.

See the full case study

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.