Economic and Financial Health Thermometer

The key ratios every manager should monitor: a practical guide to assessing company performance Most Portuguese companies, especially SMEs, are managed based on simple indicators: revenue, cash balance, and last year’s profit. These figures are important, but they only tell part of the story. Management ratios make it possible to turn accounting and operational information […]

Main business valuation methods: Discounted Cash Flow (DCF), market multiples and equity value

DCF inflow fund fundo de caixa UHY Portugal

The valuation process — or company assessment — is fundamental in investment, mergers and acquisitions (M&A), and strategic planning contexts. Several methodologies can be used, and the choice depends on the company’s characteristics, the sector, and the objective of the analysis.   Among the most recognized methods are Discounted Cash Flow (DCF), market multiples, and […]

How to prepare a company for acquisition: key points

Aquisição empresa company acquisition UHY Portugal

Putting a company up for sale or preparing it for an acquisition is a process that requires planning, transparency, and organization. Just as a buyer conducts due diligence to assess risks, the seller must structure their company to convey security and value to the market.   Below, we highlight the main points that should be […]