sign in sign up
<<
Home , Funchal

General presentation

PKF PORTUGAL | CORPORATE FINANCE 1 Contents

PAGE 1. About PKF International 3 2. About PKF in Portugal and Portuguese-speaking African countries 4 3. Our services in Portugal and Portuguese-speaking African countries 5 4. Contacts | Service lines 6 5. Contacts | Locations 7

PKF PORTUGAL 2 1. About PKF International

PKF is a global family of legally independent firms bound together by a shared commitment to quality, integrity and the creation of clarity in a complex regulatory environment. We are passionate about building long term relationships based on teamwork, trust and a deep understanding our clients’ circumstances and business.

Wherever you are in the world, we face the same challenges technological and market disruption, regulatory and political uncertainty, and the need to be ready to respond.

To face these challenges and flourish takes confidence. And confidence is born out of trust. That’s why our independent member firms collaborate openly and move rapidly to inspire confidence in you. To open up your world to possibilities for growth.

We are at the forefront of compliance regulations and specialise in providing high quality audit, accounting, tax and business advisory solutions to both national and international organisations.

Rest assured, wherever you are in the world and whatever your over 20,000 operational in accounting and business advisory requirements, our network will 224 480 professionals 150 collaborate to deliver solutions in a timely and professional manner. firms offices worldwide across the globe countries

PKF PORTUGAL 3 2. About PKF in Portugal and Portuguese-speaking African countries

Building relationships based on trust is of utmost importance for us. Client PORTUGAL satisfaction is our measure of success. We guide our clients through complex processes in a straightforward way which is compliant and uncomplicated. Allowing you more time to focus on what’s important – running your business. ISLAND We offer wide range of services, for multiple industry sectors, which makes us able to meet needs of the most demanding clients. Our unique ability of finding mutual understanding derives from our experience of working in an international environment.

Situated by the , Portugal is the westernmost European country, composed of the mainland and the archipelagos of and Madeira.

We have offices in Lisbon, Porto (Portugal mainland), Funchal (), (), (), Sal (Cape Verde) and São Tomé e Príncipe (São Tomé). SÃO TOMÉ E PRÍNCIPE

ranked MOZAMBIQUE 7 130 7th ANGOLA offices professionals among Advisory and Audit firms in Portugal

PKF PORTUGAL 4 3. Our services in Portugal and PT- speaking African countries (not extensive)

Statutory and non-statutory audit | Internal audit | Agreed procedures | Accounting (ERP Primavera and ERP Microsoft Dynamics NAV) | Payroll and Collation and conversion of financial statements l Special purpose audits | discounts | Invoicing and collections Review and implementation of internal controls

Audit & Business Web/mobile applications development - Outsystems | Assurance Solutions Tax compliance | Tax structuring | Tax due diligence Analytics & Business Intelligence | Digital Transformation | Transfer pricing | VAT (pro rata / reimbursements; (Cloud, IoT, E-Billing) | Eletronic Invoice (powered by recovery; registration) | Shares exchange / Generix Group) | Cibersecurity | Program & Project contributions in kind | Personal income tax and fiscal Management | IT Strategy & Architecture | IT Department Advisory in IT, HR planning | Local housing | Tax representations and Management Tax Outsourcing / Support | Business Process Management | Fixed assets evaluation | Balanced scorecard | Planning & Reporting Systems | GDPR (data protection regulation) Integral solutions to | HR outsourcing | Recruitment and selection | HR * management system | HR outsourcing | Training | your business Mergers and acquisitions | Capital raising (commercial Quality & Social Coaching | Change management * Corporate paper preparation and management, alternative funds) Responsibility | Debt advisory | Market securities | Transaction * Finance support (sale readiness, due diligence, business plans and models for investment or restructuring, project Certification readiness (quality, information security, finance) | Financial compliance (valuations, PPA, integrated systems, risk management, food safety) | arbitration, Economic and financial feasibility studies) Audit to suppliers | Sustainability reports according to Funding Advisory & Global Reporting Initiative Programmes Restructuring Restructuring and credit management (restructuring services, liquidity and crisis situations support to management, support and monitorization of insolvency and special revitalization plans) | Enterprise risk management (management and/or implementation of ERM; development, implementation and management of decision models; governance, Portugal 2020 | Fiscal Incentives | Horizon 2020 | Strategy definition | Consortium policies and control) | Fintech & Financial Transformation (investment due diligence, identification | Monitoring of approved projects | Technical and Financial support operational due diligence (non financial)

PKF PORTUGAL 5 4. Contacts | Service lines

Audit & Assurance Business Solutions Tax IT, HR, Management

TIAGO ROCHA LUIS COMPOETE JOSÉ PARADA RAMOS PAULO RODRIGUES Service Line Coordinator & Porto Office Service Line Co-Coordinator Service Line Coordinator Advisory Service Line Coordinator Coordinator [email protected] [email protected] & IT / Management Sub-Service [email protected] Line Coordinator LOURENÇO LOBO [email protected] MÁRIO JERÓNIMO Service Line Co-Coordinator Lisbon Office Coordinator [email protected] FERNANDA MARTINS [email protected] HR Sub-Service Line Coordinator [email protected]

Corporate Finance Advisory Restructuring Funding Programmes Quality & Sustainability

LUIS MALTEZ HUGO CAETANO ANDREIA ALVES SOFIA MORENO Service Line Coordinator Service Line Coordinator Service Line Coordinator Service Line Coordinator [email protected] [email protected] [email protected] [email protected]

PKF PORTUGAL 6 5. Contacts | Locations

ROBERTO FIGUEIRA JOSÉ SOUSA SANTOS TIAGO ROCHA [email protected] [email protected] [email protected] +351 291 214 810 +351 213 182 720 +351 226 199 430 Rua Ivens, Edifício D. Mécia, 2º piso,Salas e J, Avenida 5 Outubro, 124, 7º Piso, Avenida da Boavista, 3521, Sala 507, 9000 – 046 Funchal, Madeira - Portugal 1050 - 061 Lisboa – Portugal 4100 - 139 Porto – Portugal

PORTUGAL, MADEIRA ISLAND PORTUGAL, LISBOA PORTUGAL, PORTO

CAPE VERDE SÃO TOMÉ E PRÍNCIPE ANGOLA MOZAMBIQUE

ROBERTO FIGUEIRA LOURENÇO LOBO TIAGO ROCHA RICARDO COELHO [email protected] [email protected] [email protected] [email protected] +238 595 97 39 +239 992 74 21 +244 932 225 030 +258 214 833 54/5 Edifício Bazamor – Rua 1º de Junho, 59 Campo de Milho, Caixa Postal 396, Edifício Presidente Business Center Avenida Julius Nyerere, 914, 3º Dto, Ilha do Sal – Cabo Verde São Tomé, São Tomé e Príncipe Largo 17 Setembro, 3, 3º Piso, Sala 302, Maputo – Moçambique Luanda - Angola

PKF PORTUGAL 7 PKF Portugal Avenida 5 Outubro, 124, 7º piso, 1050-061 Lisboa – Portugal T: +351 213 182 720

PKF, Lda is a member firm of the PKF International Limited family of legally independent firms and does not accept any responsibility or liability for the actions or inactions on the part www.pkf.pt ofPKF any PORTUGAL individual | memberCORPORATE or correspondentFINANCE firm or firms 8