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Solutions / Accounting & Advisory
Accounting firms & financial advisers
An outside perspective for better client conversations. Compare businesses with relevant peers and prepare discussions about performance, dependencies, succession and acquisitions.
From question to decision
Understand each client’s context
Connect real activity, ownership and validated financials with the information you already track. Add market context to your ongoing client relationship.
Benchmark against relevant peers
Find similar companies by what they do, not just their industry code. Compare growth, profitability and size to put client performance in context.
Discuss business dependencies
Analyze customer concentration and financial profiles. Identify questions to discuss with management and confirm against the client’s internal data.
Start the succession conversation
Explore succession signals and ownership to prepare a conversation about continuity. A signal does not confirm that the client intends to sell.
Put acquisitions in context
Map similar or complementary businesses for clients considering acquisition-led growth. Gather context to discuss options before involving specialist advisers.
Monitor your client portfolio
Import a company list and track relevant changes with instant alerts. Prepare the next meeting without replacing accounting records or professional analysis.
Your thesis, in plain language
“Compare this client company with Portuguese businesses engaged in similar activities. Analyze growth, profitability, ownership and customer concentration, and prepare questions for a meeting on performance and business continuity.”
What you get
Peer comparisons and company context for the client relationship, with points to confirm against internal data. A foundation for performance, succession or acquisition conversations, not a replacement for accounting, audit or professional advice.
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