Planimec

What Planimec does

Planimec is a Porto Alegre, Brazil-based professional services firm founded in 1972, providing integrated legal and accounting services across tax law, corporate law, and accounting. Its core offerings span tax consulting, tax recovery, tax defense (administrative and judicial), tax monitoring, corporate law, M&A and due diligence, accounting and fiscal advisory, and family/succession planning. The firm has not disclosed any proprietary technology platform — all services are delivered by a multidisciplinary team of lawyers and chartered accountants organized into specialized units, with explicit emphasis on direct partner involvement on every matter.

The practice is privately held and founder-owned, with continuity maintained through second and third generations of the founding families (Paludo and Pierdoná). Planimec operates from a single headquarters in Porto Alegre (Rio Grande do Sul) and serves companies across multiple economic sectors as well as high-net-worth individuals, with no disclosed geographic expansion beyond Brazil. GTM is sales-led and relationship-driven, supported by a content marketing blog, an Instagram presence, and direct engagement via phone, WhatsApp, and a website contact form. The firm has demonstrated capacity for precedent-setting outcomes, including what it describes as the first federal court injunction overturning IN RFB n. 2.121/2022 for a large retail client.

Revenue is generated through professional services fees on a case-by-case basis, with no public pricing disclosure. Notable competitive advantages include 50+ years of continuous operation, partners who are members or ex-directors of Brazil's leading tax law institutes (IET and IBDT), and a deep bench of professionals trained at PUCRS, UFRGS, FGV, and Unisinos. The firm carries no external institutional investors (PE/VC), has no subsidiaries, and discloses no patents, trademarks, awards, or formal partnerships.

Name

Planimec

Legal name

PLANIMEC

Website

https://planimec.com.br

Company type

Private

Founded year

1972

Operating status

Operating

Headcount range

11–50 employees

Short description

Planimec is a Porto Alegre-based law and accounting firm founded in 1972, offering integrated tax consulting, tax defense, corporate law, M&A, and succession planning services to companies across diverse economic sectors and high-net-worth individuals in Brazil.

Ownership category

akta.pro rank

Headquarters

HQ city

Porto Alegre

HQ country

Brazil

HQ region

Latin America

Offices1 record

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales

Revenue model

1. Professional Legal and Accounting Services: Planimec generates revenue through professional services fees in tax consulting, tax defense, corporate law, M&A advisory, due diligence, accounting and fiscal advisory, and family succession planning. Services are delivered by a team of lawyers and accountants through direct client engagement.

Go-to-market motion1 record

Distribution channels1 record

Marketing channels3 records

Core offering

Planimec is a Brazilian law and accounting firm that delivers integrated tax advisory, tax defense and recovery, corporate law (including M&A and due diligence), accounting and fiscal advisory, and family/succession planning services to companies across diverse economic sectors and to high-net-worth individuals. Engagements are handled by an in-house multidisciplinary team of lawyers and accountants with direct partner involvement, primarily from its Porto Alegre headquarters.

Product overview

Planimec is a Brazilian law firm founded in 1972, offering integrated legal and accounting services through its multidisciplinary team of lawyers and accountants. The firm operates as a unified service practice rather than a software product platform. Its core offerings center on four main service areas: Tax Advisory (Consultoria Tributária) covering tax planning and restructuring; Tax Defense & Recovery (Defesas Tributárias, Recuperação de Tributos, Acompanhamento Tributário) handling administrative and judicial proceedings; Corporate Law & M&A (Direito Societário, M&A e Due Diligence) managing business formation, transactions, and compliance; and Accounting & Succession Planning (Assessoria Contábil e Fiscal, Planejamento Familiar e Sucessório) providing fiscal guidance and estate planning.

Differentiator

Problem solved

Functional benefit

Products and services

• Consultoria Tributária (Tax Consulting)
• Recuperação de Tributos (Tax Recovery)
• Defesas Tributárias (Tax Defenses)
• Acompanhamento Tributário (Tax Monitoring)
• Direito Societário (Corporate Law)
• M&A e Due Diligence
• Assessoria Contábil e Fiscal (Accounting and Fiscal Advisory)
• Planejamento Familiar e Sucessório (Family and Succession Planning)

Quantifiable outcome

• Successful injunction obtained for large retail client to use PIS and Cofins credits on non-recoverable IPI (first such ruling in Brazil)

Named customers1 record

Segments2 records

Ideal customer profiles2 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Scale indicators2 records

Recent moves5 records

Expansion highlights3 records

Broad incumbents

• Mattos Filho: Largest full-service Brazilian law firm with a leading tax and corporate law practice serving enterprise clients nationally. Comparable to Planimec in practice areas (tax, corporate, M&A) but operates at vastly larger scale across multiple Brazilian cities.
• Demarest Advogados: One of Brazil's largest full-service law firms with strong tax, corporate, and M&A practices serving enterprise clients. Directly comparable in service lines to Planimec, though at significantly larger scale and geographic footprint.
• Machado Meyer Advogados: Prominent Brazilian full-service law firm with strong tax and corporate practices, including M&A and succession planning. Overlaps directly with Planimec's core service areas but at significantly larger scale.
• Stocche Forbes Advogados: Brazilian full-service law firm with recognized corporate, tax, and M&A practices serving enterprise clients. Directly comparable in tax advisory and corporate law offerings, but operates at larger scale in São Paulo.
• Veirano Advogados: Established Brazilian full-service law firm with notable tax, corporate, and M&A practices. Comparable to Planimec in service lines, particularly tax defense and corporate advisory, with broader geographic reach.
• TozziniFreire Advogados: Large Brazilian full-service law firm with recognized tax, corporate, and succession planning practices. Comparable in service offering to Planimec, particularly in tax advisory and corporate restructuring, but operates nationally with multiple offices.
• Lefosse Advogados: Brazilian full-service law firm with recognized tax, corporate, and M&A practices serving enterprise and HNW clients. Comparable to Planimec in service lines, particularly tax planning and corporate advisory, with broader national presence.
• Pinheiro Neto Advogados: Major Brazilian full-service law firm with a prominent tax and corporate practice, serving enterprise and HNW clients. Overlaps with Planimec's tax advisory, corporate law, and M&A services, but operates nationally and internationally.
• Dias Carneiro Advogados: Brazilian full-service law firm with strong tax, corporate, and regulatory practices. Comparable to Planimec in tax advisory and corporate law services, though based in São Paulo with national reach.
• BMA - Barbosa Müssnich Aragão: Leading Brazilian full-service law firm with prominent tax, corporate, and M&A practices serving enterprise clients. Overlaps directly with Planimec's core offerings but operates at much larger scale nationally.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks6 records

Key highlights6 records

Customer concentration

• Instagraminstagram.com/planimec
• Facebookfacebook.com/planimec
• LinkedInlinkedin.com/company/planimec

Revenue estimate

Valuation estimate

Number of profiles

Profiles12 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Planimec