A breakfast meeting to discuss the main impacts of the Tax Reform starting in 2027 and what companies need to anticipate regarding prices, margins, costs, cash flow, customers, and suppliers.
The meeting will also address how to transform the new rules into economic and financial scenarios capable of guiding projections, strategic planning, company valuation, and M&A operations.
TAX REFORM IN 2027:
What companies need to anticipate right now.
In 2027, the implementation of the CBS will begin a new phase of the Consumption Tax Reform. The transition will continue with the IBS from 2029 and will advance until 2033, when the full adoption of the new system is planned.
However, the effects will not be limited to the tax area. Companies will need to assess how the new rules may impact pricing, credit utilization, cost structure, margins, and cash flow. Relationships with customers and suppliers may also require review.
Knowing the legislation will only be the starting point. The challenge will be in translating the changes into numbers and understanding, based on each company's operation, where the main impacts and opportunities will lie.
Will maintaining current prices allow for the preservation of margins? Which products, customers, suppliers, and inputs will be most exposed? How might the transition affect tax costs, EBITDA, and the financial projections used in business decisions?
To discuss these issues, Mundie Advogados and DynaVolt Advisors are hosting a breakfast focused on analyzing the legal and economic-financial effects of the Tax Reform.
The meeting will address the construction of scenarios for 2027, 2029, and 2033 based on fiscal, accounting, and operational data. The aim is to show how comparing current rules with each stage of the transition can help companies identify impacts on their operations and revise assumptions relevant to their planning.
The discussion will also cover the use of these analyses in commercial and supply strategies, company valuation, and the preparation of M&A transactions.
With presentations and discussions, the meeting will provide a space for exchanging experiences on decisions that companies will need to make throughout the transition and on the expected effects in different sectors and business models.
SCHEDULE
What are we going to discuss?
Partners specializing in Tax Law, M&A, and transaction structuring, alongside DynaVolt Advisors' experts in financial advisory and business valuation, will analyze how the CBS and IBS regulations may impact the performance and value of businesses.
01 - Tax Reform in 2027: Impacts and Strategic Decisions.
Antenori Trevisan Neto
Partner Tax - Mundie Advogados
Their practice areas include tax consulting and litigation, estate planning, and tax structuring of M&A transactions.
Holding a Master's degree in Tax Law from PUC-SP, he is a speaker, author of specialized publications, and a member of the Advisory Board of the Brazilian Association of Financial Law (ABDF).
CBS in 2027: the first effects of the transition
From the new rule to the company's results.
The implementation of CBS marks a new stage in the Tax Reform. The discussion will address the points that companies need to evaluate now, paying attention to the effects on their operations, the appropriation of credits, and price formation.
The legal analysis will be connected to the economic impacts of the transition. Based on the scenarios projected for 2027, 2029, and 2033, the potential effects on costs, margins, EBITDA, and cash flow will be examined.
02 - The Effects of the Tax Transition on M&A Transactions.
TALKS
Ricardo Bertucci
Managing Partner
Jairo Ohno
Partner
Partner
Kaíque Ortega
Christian Galvão Davies
Partner, Corporate and M&A
Igor M. Finzi
Partner, Corporate and M&A
The debate will bring together financial, corporate, and tax perspectives to analyze how the Tax Reform may influence the valuation of companies and the preparation of M&A transactions.
Financial projections and valuation
Operation preparation and due diligence.
How to incorporate the effects of the tax transition into financial projections and assess potential impacts on margins, EBITDA, cash flow, and company value.
What assumptions should be reviewed before opening a deal, and how can one anticipate tax issues that may arise during due diligence, influence negotiations, or lead to price revisions?
DATE, TIME AND LOCATION
The meeting will be held at the Mundie Advogados office in São Paulo, with both in-person participation and online streaming.
We will welcome in-person guests starting at 8:30 AM for registration and breakfast. To facilitate access to the building, we recommend arriving a few minutes early.
Participants in the online event will receive the streaming link in the email provided during registration.
The presentation will begin at 9:10 AM.
DATE
Friday, October 16, 2026
8:00 AM to 8:30 AM — Registration and breakfast
9:10 AM — Start of the presentation
In person, at the Mundie Advogados office.
Online, by prior registration.
President Juscelino Kubitschek Avenue, 1600 - 13th floor
Itaim Bibi, São Paulo – SP
DATE
8h30 às 9h10 — Credenciamento e café da manhã
9h10 às 11h — Apresentação e debate
DATE
Presencial, no escritório do Mundie Advogados
Online, mediante inscrição prévia
DATE
Av. Presidente Juscelino Kubitschek, 1600 — 13º andar
Itaim Bibi, São Paulo — SP
REALIZATION
