Colégio Educa a Brincar

SUCCESS STORY / BUSINESS SALE ADVISORY

Colégio Educa a Brincar

Transfer the business. Retain the property.

A school business transfer combining business valuation, the transfer of operations and a lease of the premises.

Explore the case

Colégio Educa a Brincar
CLIENT
Colégio Educa a Brincar
TRANSACTION
Business transfer and lease
OUR ROLE
Business transfer advisory, valuation, negotiation and lease arrangements
01 / BACKGROUND

A school in Sesimbra dedicated to children’s learning and development.

Colégio Educa a Brincar, in Sesimbra, provides nursery, preschool and the first cycle of basic education, focusing on children’s learning and development.

The owner wanted to transfer the school’s operations while excluding the property from the sale. The solution involved transferring the business to an education operator in partnership with other investors, together with a lease of the premises.

SERVICES PROVIDED BY VALUINGTOOLS

01

Business transfer advisory

02

Business valuation

03

Negotiation support

04

Lease arrangements

02 / THE CHALLENGE

Coordinate the business transfer, lease and educational continuity.

The challenge was to define a structure allowing the business to be transferred while keeping the property in the owner’s hands.

The business transfer, lease and operational transition had to be coordinated, taking account of applicable formalities and the continuity of educational activities.

step 1

Business and property

Define a structure that transmits the exploitation and keeps the property within the owner's sphere.
step 2

Trespassing and rental

Articulate the transmission of the business with the conditions of the lease of the facilities.
step 3

Operational transition

Coordinate the steps of the transition and comply with the applicable formalities.
step 4

Educational continuity

Consider the continuity of the educational activity throughout the transition.
03 / THE SOLUTION

A transfer structure aligned with the owner’s objectives.

ValuingTools distinguished the value of the business from the property assets and supported analysis of the business transfer and lease structure.

Working with the lawyers, it helped clarify the transfer terms and matters to consider during the transition. The solution included a period of shared management linked to licensing procedures.

01

Business valuation

Distinguish between the value of school operations and the property assets.

02

Transaction structure

Support analysis of a business transfer accompanied by a lease of the premises.

03

Legal coordination

Clarify transfer terms and transition matters with the lawyers.

04

Shared management and licensing

Provide for a period of shared management linked to licensing procedures.

04 / THE OUTCOME

Transferring operations while retaining the property.

The solution combined the business transfer to an education operator, in partnership with other investors, with a lease of the premises, allowing the owner to retain the property.

The case illustrates how transaction structure can meet the objectives of transferring a business and retaining the property, coordinating the sale with the steps needed for operational continuity.

TRANSACTION OUTCOME
Business transfer with a lease
CONTACT US

Considering transferring your business?

Work with ValuingTools to value your business and support the transfer structure, negotiation and lease arrangements.