Process

Buy side / Process

Acquire a company that works for your success from day one – we will take care of the rest.

Don’t waste time on uncertain offers – we will find the best deals, verify their value and guide you through every stage of the purchase.

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Dwie osoby analizują wykresy sprzedaży firmy

This service is for you if:

You want to buy a company, but you don’t have time to search through dozens of offers

You don’t have to analyse ads or contact random sellers. We will find companies that really have potential and fit your strategy.

You are considering acquiring a business, but you are concerned about the risks and hidden problems

Most companies do not disclose all details. We will verify each selected company for you in terms of legal, financial and operational aspects so that you do not make costly mistakes.

You want to grow your business through acquisition, but your team has no experience in the M&A process.

We manage the entire process – from selecting offers to final negotiations – so that you avoid the risk of making wrong decisions and don’t waste months learning processes that we can carry out for you.

You want to negotiate the best price and terms of acquisition.

The sellers’ goal is to maximise the price – we make sure that you pay only what it is really worth.

You need support at every stage of the purchase process – from strategy to finalisation.

We operate where you actually need us – from finding the best opportunities to guiding you through the finalisation of the transaction and integrating the company into your structures.

5-step company sales process

Wykres prowadzenie procesu zakupu

What do you gain by using our service?

You are not purchasing a company blindly – each analysis includes a comprehensive legal, financial, and operational review, which helps you avoid costly mistakes.

You don’t waste months searching through offers and conducting interviews yourself. We take care of everything, you make the key decisions.

We will find offers for you that you would not have access to in public sources. You can take over a company before it hits the open market.

Sellers have their advisors – you should have your experts too. We make sure you don’t overpay and negotiate from a position of strength.

After the acquisition, we will help you to successfully integrate and optimise the company so that you can reap maximum benefits from day one.

Book a free consultation
Dwóch mężczyzn patrzących na kartkę papieru

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 project with a thorough understanding of your expectations, market situation and business goals. Our process is transparent and efficient, giving you complete control and allowing 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 will 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.

The aim of the workshop:

  • Industry and market analysis – we will assess the environment in which the company operates and its prospects for growth.
  • Clarifying your vision – we will define exactly what you expect from the company you want to buy.
  • Verification of potential risks and opportunities – we will identify key threats and growth opportunities.
  • Transaction process overview – we will guide you through every stage of the purchase.
  • Access to confidential references – learn about our previous projects and recommendations.

Result: You will receive a detailed report with a process schedule, identification of key opportunities and threats, and recommendations for action. This will give you a clear understanding of what to expect and how to prepare.

Step 3
Decision on cooperation

At this stage, we make the final decision to start the process and sign an agreement to formally begin the acquisition of the company.

What happens at this stage?

  • We establish the terms of cooperation and scope of activities.
  • We sign the agreement and begin the process of searching for and analysing companies.
  • We are commencing implementation of activities in accordance with the agreed schedule.

Result: from this moment on, we operate comprehensively – we search for companies, conduct analyses and negotiations, and you make the key 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
Dwóch mężczyzn rozmawiających ze sobą

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