Advisory

Buy side / Consulting

Your success begins with choosing the right company – we will help you make the right choice.

We provide advice at every stage of the transaction – from market analysis to finalisation. We will verify offers, assess risks and help you make the best decision.

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This service is for you if:

You want to buy a company, but you are not sure if you are making the right decision

Don’t leave it to chance – we will review every offer you select and eliminate any risks.

You are in the middle of negotiations but are unsure how to negotiate the best terms

Buyers have their experts – with us, you won’t be left behind.

You have a potential seller, but you don’t know if the offer is really worth it

We will verify the details and help you assess whether it is worth investing in.

You only need selected consulting services, not comprehensive process management

You decide which stages require our support – we adapt to your needs.

The benefits of using our service

You don’t buy blindly – we check the legal, financial and operational status of the company.

We make sure you don’t overpay and have a stronger position in negotiations.

We assess the company’s potential and suitability for your strategy.

You make the decisions, we take care of analysing and verifying offers.

We see pitfalls that others don’t – we eliminate risks before they become problems.

Book a free consultation
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OPINIONS MAKE THE BUSINESS

Join the entrepreneurs who have already taken this strategic step!

Thanks to a sound process strategy, experience and knowledge, Planner MA sold the company for more than we had anticipated, and the entire process was conducted with discretion. We received full support throughout the process, which was completely new to us.
Bilbin 
The M&A planner demonstrated experience, knowledge and a professional approach during our cooperation. We recommend them as a proven partner in mergers and acquisitions, and we plan to continue our cooperation.
Polna
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How does the cooperation work?

We begin every collaboration with a thorough understanding of your expectations, market situation, and business goals. Our process is transparent and efficient, giving you complete control and enabling you to make informed decisions at every stage. You decide – we eliminate risk and guide you step by step.

Step 1
Free consultation

The first step is a non-binding meeting, which allows us to thoroughly understand your situation and plan a strategy for purchasing your company.

What do you gain at this stage?

  • Clarifying your expectations and transaction objectives – we will help you determine which company best suits your needs.
  • Clarity about the process – we will present you with the next steps and available purchase options.
  • Initial analysis of costs and terms of cooperation – you will learn what the key costs of the process will be.
  • Confidentiality guarantee – you can sign an NDA or contact us anonymously.

Result: after the first meeting, you know what your options are and what steps you need to take.

Step 2
Introductory workshop

After consultation, we organise a strategic workshop that precisely tailors the purchasing strategy to your expectations and market realities.

Aim of the workshop:

  • Market and industry analysis – we will assess the real opportunities and threats associated with your purchase.
  • Clarification of purchase criteria – we will jointly determine what characteristics the company you want to acquire should have.
  • Identification of potential risks and opportunities – we will help you anticipate hidden threats and identify areas for negotiation.
  • Overview of key stages of the transaction – we will indicate what to pay attention to in valuation, due diligence and negotiations.
  • Access to confidential references – we will show you our previous projects and conclusions from completed transactions.

Result: You will receive a detailed report that identifies key areas for analysis, opportunities and threats, and specific recommendations for the purchasing process.

Step 3
Decision on cooperation

After the workshop, you decide at what stage of the transaction you would like to use our support.


What happens at this stage?

  • Clarification of the scope of consulting – we determine whether you need assistance with company analysis, valuation, due diligence, negotiations or transaction finalisation.
  • Establishing terms of cooperation – we sign a contract and define the billing model.
  • Start of support – we advise you exactly where you need it, providing expert knowledge and eliminating risk.

Result: from this moment on, you are in charge of the transaction, but you have experts on your side who make sure that you make the best decisions.

Costs of the process

This cooperation option is based on a transparent and flexible billing model, which we adapt to the specifics of the transaction and your needs.

Performance fee – calculated based on the value and results of the transaction.

Fees for performing necessary activities in the process, such as: preparing a purchase strategy, drafting letters of intent, submitting bids, conducting due diligence, preparing for the conclusion of the transaction, finalising the transaction, and the post-acquisition integration phase.

The amount of commission and costs of the process depends on factors such as the size of the transaction, the location of the company and the size of the target market.

Part of the commission is paid only after the integration process is complete, which gives you confidence that our actions are focused on the long-term success of your investment.

Book a free consultation
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FAQ

The average process takes 9-15 months. It consists of:

  • Search and initial selection: 3-4 months
  • Due diligence and negotiations: 3-6 months
  • Transaction completion: 2-3 months 

The process may take longer for international transactions or in regulated industries.

We use a 4-step analysis:

  • Preliminary verification (strategic and financial fit)
  • Detailed operational due diligence
  • Financial and legal audit
  • Analysis of synergies and integration risks

We can stop the process at any stage if we identify significant risks.

The main problems are: 

  • Overestimated financial forecasts
  • Hidden liabilities
  • Unsecured claims
  • Overestimated synergy potential

That is why we always verify the seller’s assumptions with our own evaluation methods.

The comprehensive survey covers: 
  

  • Financial and tax analysis
  • Legal and regulatory overview
  • Operational and technical audit
  • Human resources verification
  • Market and competition research
  • Cybersecurity analysis

We customise the scope to the industry and size of the transaction.

We apply several mechanisms: 
  

  • Multi-variant pricing
  • Earn-out (payment dependent on results)
  • Seller’s warranties
  • A detailed analysis of synergies

In addition, we negotiate with several targets simultaneously, which gives us a better negotiating position.

We assist in structuring financing through:

  • Acquisition loans
  • Finansowanie typu mezzanine 
  • Private equity 
  • Bond issues

We also advise on the optimal financing structure, taking into account the buyer’s situation.

We rely on proven methods: 

  • Retention programme for key employees
  • Results-based incentive programmes
  • Internal communication plan
  • A clear integration strategy

We plan everything before finalising the transaction.

We take a methodical approach: 

  • Strategic scoring (matching with strategy)
  • Financial analysis (growth potential)
  • Feasibility check (integration options)
  • Comparison of alternatives (other objectives or organic growth)

We make decisions based on hard data, not intuition.

We support integration through: 

  1. Detailed plan for the first 100 days
  2. Mapping and connecting processes
  3. Identification and realisation of synergies
  4. Change and communication management
  5. Monitoring of target achievement

Integration is crucial for the success of a transaction, which is why we plan it as early as the due diligence stage.

We have prepared scenarios: 

  • Renegotiation of transaction conditions
  • Modifying the transaction structure
  • Pausing the process
  • Proceed to alternative target

We always have a plan B and work on several options at the same time.

  • The consultant provides the necessary knowledge and experience, minimising the risk of mistakes
  • Objectively evaluates options and recommends the best solutions
  • Relieves the customer’s team, allowing them to focus on current business
  • Helps to maintain discipline and the pace of the process
  • Ensures that the buyer’s interests are protected at every stage
  • When you want to quickly enter new markets
  • When you care about access to new technologies, competences, brands
  • When you want to significantly strengthen your position against the competition
  • When you see opportunities for cost or revenue synergies

Planning to expand your company through acquisition? Let’s talk!

Book a free consultation

Who are we?

We are an experienced team of consultants who have been helping customers to safely buy and sell companies since 2001.

Our expertise covers the full range of services necessary for the successful realisation of an M&A process – from preparing the company, to actively searching for buyers, to finalising the contract.

Planning to buy a company or wondering if it’s a good move? Let’s talk!

Book a free consultation