Business transfers are a fundamental component of sustainable economic growth and a fixed element of the business life cycle and the entrepreneurs' life cycle.

Transferring a business —because it involves complex legal issues such as inheritance law, taxation, business preparation for sale, valuation, etc.— is a lengthy process that requires severe preparation and expert advice.

CORTMA, as an intermediary Facility (specialized facilitator), has created a Business Transfer Standard and provides an integrated solution for orchestrating and executing a sales process. Our advisory team consists of Business Transfer and Restructuring Consultants, Accountants (tax advisors and certified auditors), Lawyers, Notaries and Bankers (financial advisors) deploying a sale plan. The team charged each business transfer focuses on maximizing the transferred company's operational value, the mutual benefits of those involved and actively support the sale process until completion (implementation).

Guidance at all stages of the carve-out process: we deploy our experience to orchestrate the exit strategy, maximize transaction value and minimize business disruption — succeed in a business transfer.

Business transfers are a fundamental component of sustainable economic growth and a fixed element of the business life cycle and the entrepreneurs' life cycle.

Transferring a business —because it involves complex legal issues such as inheritance law, taxation, business preparation for sale, valuation, etc.— is a lengthy process that requires severe preparation and expert advice.

CORTMA, as an intermediary Facility (specialized facilitator), has created a Business Transfer Standard and provides an integrated solution for orchestrating and executing a sales process. Our advisory team consists of Business Transfer and Restructuring Consultants, Accountants (tax advisors and certified auditors), Lawyers, Notaries and Bankers (financial advisors) deploying a sale plan. The team charged each business transfer focuses on maximizing the transferred company's operational value, the mutual benefits of those involved and actively support the sale process until completion (implementation).

Guidance at all stages of the carve-out process: we deploy our experience to orchestrate the exit strategy, maximize transaction value and minimize business disruption — succeed in a business transfer.

Highlights

Services to the Seller

In brief on how we help prospective Sellers:

Ensuring a smooth succession is part of the business legacy. Whether you are selling your business or thinking of it as an exit strategy, you must prepare your firm. We have deep capabilities driving value from design to due diligence and deal execution to integration planning and implementation during each phase of a successful business transfer or succession. We are also working closely with clients to develop potential candidates and put a robust selection process in place. In particular, we help clients succeeding with succession in the following areas.

  1. Sharpen your value agenda: Relevant priorities can double or triple the value you create and change your trajectory. Sharpening the value plan by finding the investment sweet spot, managing weight at a project level and increasing the talent-to-value quotient will help companies better navigate the complexities of the post-pandemic world. We're enhancing the corporate value through capability building at scale in the following areas: the ability to execute, digital, operations, leadership & management, and growth.
  2. Enterprise-wide performance lift: We offer clients organization-wide change interventions, with a core focus on the execution, capabilities, and growth needed to achieve sustainable performance improvement. Our proven approach has distilled the critical ingredients companies need to achieve escape velocity in a transformation, delivering objectively and externally measurable results.
  3. Valuation & modelling: At the crossroads of corporate strategy and finance lies valuation. We have deep experience in valuing, modelling, and analyzing business interests and their underlying assets. CORTMA's five-step diligence and plan guide give corporations and private investors firm ground to justify valuations and drive early alignment. We provide transformative insights to turn critical and complex issues into growth, resilience, and long-term advantage opportunities.
  4. Certifying business viability: Being required to provide an annual viability statement presents an opportunity for companies to enhance their understanding of risk and potentially reshape their strategic posture. Business viability means that a business is (or has the potential to be) successful. A viable business is profitable, which means it has more revenue coming in than its spending on the costs of running the business. We help clients to check out their business health and viability.
  5. Joint Ventures & alliances: Alliances and joint ventures have been essential for many companies to meet the post-pandemic challenges. We partner with clients to address the most critical success factors. We help clients shape the strategic rationale for the partnership and find the right partners. We also help them determine the desired outcome, measure progress, and adjust course as needed to align strategy, value, and goals for all partners.
  6. Checking the health of your business partnerships (understand the core concepts of organizational health): Regular partnership check-ins is essential to ensure that, like any relationship, both sides are getting what they need. In general, based on our observations and experiences in the field, frequent, systematic assessments of joint ventures and alliances can reveal hidden problems and opportunities to create more value.
  7. Promoting corporate profile: We spot and highlight your business traits that collectively describe who the Organization is, how it operates, and how it grows, and then we promote your value agenda to the ecosystem databases. In addition, we communicate your business profile to significant and relevant target markets.

Our Offer

The company was born into an environment characterized by variability, understands adverse market conditions, created the Ecosystem of Transferred Micro, Small and Medium Enterprises (MSMEs), learned to think systematically and developed the art of diagnosis, solving problems and business continuity. We offer practical Guidance and business information for MSMEs that can be accessed whenever they need it.

At CORTMA, we believe that the Organization is a business model, and this strategy is in our founding condition. Our mechanism embraces the future, encourages and cultivates entrepreneurial efforts and pushes them towards synergies, collaborations and mutual support. Simultaneously, we organize and facilitate contacts between stakeholders, ensure the two-way exchange (information) data and business transferring process's integrity, and empower them with the playbook in designing, building and fostering their cooperation and measuring alliance in actual enterprising conditions.

Our Approach

The transfer of business involves complex challenges. Our two-part approach (see the scheme below) deploys a comprehensive system that spans the entire business transfer. We do this by building capabilities and changing day-to-day mindsets and behaviours through a broad range of techniques, including digital and virtual programs, expert and peer coaching, on-the-job observation and feedback, reflection exercises, and simulations. This approach helps all stakeholders acquire new mindsets and skills, apply them in real work, and build new habits that drive and sustain lasting change.

Pricing

Our Dynamic Pricing Strategy enables all Stakeholders to adopt a granular, precise, agile, and integrated pricing approach to succeed in the business transferring process by harnessing a combination of the following pricing tactics: Economic, Penetration & Premium Pricing.

By leveraging data and analytics, our dynamic pricing approach provides participants with accurate customer insights, competitive intelligence, and a single source of truth on pricing performance, seamlessly integrated into core business processes and systems to help pricing decision-makers set optimal prices to get the most value from every transaction.

We're working alongside our ecosystem participants to solve their biggest challenges and empowering them with the playbook to Design, Build, and Scale new businesses.

CORTMA's —transfer of business— framework and toolkit: We set up and accelerate the data creation of the transferred Micro, Small & Mid-Corporate Enterprises' (MSMEs) ecosystem and actively support the fast-track ecosystem's development. We coded the relevant institutional framework and model the transferring process of business. We guide SMEs and corporations in transforming themselves to cope with new market conditions, reinventing the go-to-market, maintaining clean financials; current tax records, and implement better standard operating procedures. We assess and certify your business viability. We evaluate and maximize business value. We orchestrate robust business solutions, spot, highlight and communicate (promote) hidden business opportunities in large & relevant teamed audiences. We design, build and foster collaborations and implement meaningful action.