Transform your vision into tangible value

We optimize results by integrating traditional strategic excellence with modern innovation

We are strategic financial consultants who drive expanding companies to achieve their highest level of performance.

Customized solutions for your business

We conduct an in-depth analysis of the opportunities to enhance your company's value

Strategic and Financial Diagnosis

Financial analysis, market analysis, stakeholder interviews, definition of strategic drivers.
Estimated Timeline: 6 to 8 weeks.
Monitoring available.

Financial Diagnosis and Capital Restructuring

Financial analysis, market analysis, valuation, guidance on capital structure re-evaluation and debt restructuring.
Estimated Timeline: 4 to 6 weeks.

Mergers and Acquisitions
(M&A) Advisory

Full support in merger and acquisition processes, including valuation, preparation of investor materials, and negotiation support

An approach that combines tradition and innovation

The Unita methodology transforms traditional approaches into innovative strategies, aligned with current market expectations

Innovation
Agile Management
Growth Hacking
Design Thinking
Value Narrative

KPI’s/OKR’s
Business Planning
Financial Viability
Budgeting/Projections
Valuation

MODERN

TRADICIONAL

Strategic Fronts

Unita offers complete and personalized solutions to unleash your company's real value

Financial Modeling

Sensitivity Analysis
of the Indicators

Financial goals and indicators designed for monitoring

Financial
Simulator

Internal Diagnosis – Barriers and
Enablers

Strategic-Financial Planning Deck

Strategic Pillars and Initiatives

Value Narrative

Financial
Planning

Market Research – Opportunities and Risks

Valuation

"Unita was founded on the belief that growth requires more than just a good product or an efficient operation. It demands a clear financial structure, a consistent strategic vision, and a focus on where you can win.

We support leaders who feel their company has more potential than it is currently delivering—and who want to transform data into decisions and direction."

Felipe de Castro Leão

Founder and Consultant

Be the next to transform your company's strategy and finance

In a meeting, we can discuss in detail how we will help your company achieve its objectives.

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TALK TO US

felipe.leao@unita-ef.com