🚨 Your company might lose value in Brazil — and no one’s talking about it

Hey, I’m Douglas, Editor-in-Chief of the Brazilian Tax Reform Portal 🇧🇷 — and I’m here to raise a red flag. 🟥

A massive tax reform is happening in Brazil right now — the biggest since 1994. And yet, I see that many boards, CFOs, and global investors are dangerously underestimating the impact.

💣 Yes — this reform can directly affect your company’s valuation, margins, competitiveness, and future cash flow.

This is not just a local tax adjustment. It’s a full redesign of Brazil’s consumption tax system — with effects on pricing, costs, supply chains, financial modeling, and investment decisions.

🔥 What global investors must understand:

✅ Multiple complex taxes are being replaced by just two (CBS + IBS).

✅ The goal is a simpler, transparent, and neutral system — but the transition is long and complex (until 2033).

✅ The reform will reshape how companies operate, price, invest, and compete in Brazil.

⚠️ Risks you cannot ignore:

➡️ Pressure on EBITDA, ROIC, and cash flow during the transition.

➡️ Disruption in product pricing, margin structure, and competitiveness.

➡️ Impact on investment strategies, supply chain, M&A, and financial decisions.

🛑 This is NOT just a tax department issue. It’s a Board-level, C-suite strategic priority — right now.

🚫 Waiting until 2027 or 2033 is not an option. The financial impact starts today — in how you prepare.

🇧🇷🔍 Brazil is changing. Are you watching closely?

If you operate in 🇺🇸 the U.S., 🇪🇺 Europe, 🇯🇵 Asia, or anywhere globally — and have subsidiaries, clients, or investments in Brazil — you need to follow this closely.

That’s why I created a free newsletter, in English, offering sharp, clear updates on Brazil’s tax reform — tailored for international investors, boards, and decision-makers. 📰