Portuguese professional services business focused on organised accounting, taxation, management support and insurance mediation. Operations are supported by a small and experienced team, with a service model centred on close client support, regulatory compliance and ongoing relationships with corporate and private clients.
The company operates from dedicated premises in the Vila Real district and maintains the operational and technological resources required for day-to-day service delivery. Its client portfolio combines recurring accounting and tax needs with policy management and claims support.
- Accounting and tax compliance: bookkeeping, financial statements, year-end processes and tax filing support.
- Management advisory: tax structuring, administrative organisation and decision-support services for clients.
- Insurance mediation: needs assessment, advice, policy administration and claims support.
- Diversified client portfolio: SMEs, sole traders and private individuals across a range of sectors.
- Recurring commercial relationships: medium- and long-term client relationships, with collections typically aligned with the invoicing month.
- Team: two full-time employees, including a managing partner and an accountant, according to the information provided.
- Assets: total assets of 41,142 euros in 2025, including 32,832 euros in cash and bank deposits and 2,915 euros in net tangible fixed assets.
- Development potential: scope to expand territory, automate processes and establish partnerships, subject to the acquirer's strategic execution.
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