Sell Side

our clients:

Maximise profit, minimise risk

Selling a business is a complex process in which experience and knowledge of investors’ perspectives are crucial.

Thanks to our long-standing presence in the M&A market, we will help you reach the right buyers, build demand for shares and negotiate favourable terms for the transaction, while ensuring the confidentiality of the process.

Dwóch mężczyzn rozmawiających ze sobą

We support informed and safe sales of companies of various ranges

Managing the entire company sale process

Zobacz więcej

Advice on the process of selling a company

Zobacz więcej

Company sales brokerage

Zobacz więcej

Zamów bezpłatną konsultację

5-step company sales process

Together, we will go through a 5-step company sale process, during which we will complete all necessary steps and tasks. During this time, you will be able to focus on continuing to run your business.

Wykres prowadzenie procesu sprzedaży
Wielu ludzi na spotkaniu biznesowym

What do you gain by working with us?

  • Confidence that the company is properly prepared for sale
  • Quick access to a wide range of potential buyers
  • A chance to get better deal terms
  • Full confidentiality and discretion of the process
  • Support in negotiations and finalisation of the sales agreement
  • Support in financing acquisitions
  • Support from an experienced consultant at every stage of the process

Flexible cooperation model

The duration of the process and its costs are determined individually, taking into account the scale and specific nature of the transaction.

Book a free consultation

Success fee: From 5% of the transaction value

Minimum monthly fees

No penalties for exiting the process

Possibility of discontinuing at any time

OPINIONS MAKE THE BUSINESS

Join 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
Company name
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 
Company name
Book a free consultation

How does the cooperation work?

We always begin our cooperation with our clients by understanding their goals and situation.

Step 1
Free consultation

  • preliminarily identifies your expectations,
  • explains how the process works,
  • determines preliminary costs and terms of cooperation.

The next step after the free consultation is to set the agenda and scope of the introductory workshop.

When booking a free consultation, you can indicate your willingness to sign a confidentiality agreement. If you do not wish to disclose your details, please contact us via a restricted phone number or anonymous email address.

Book a free consultation

Step 2
Introductory workshop

The workshop takes the form of a free-flowing conversation based on an agenda. In order to participate in this stage, we sign a confidentiality agreement.

Aim of the workshop:

  • understanding the company’s situation (industry situation, strategy, vision, mission, values)
  • establishing customer expectations and their vision of the process
  • understanding the owner’s motivation for selling
  • assessment of potential problems and opportunities related to the sale
  • discussion of the stages of the process

The result of the introductory workshop is a report containing a process schedule, its opportunities and threats, and recommendations for action.

The introductory workshop additionally verifies that our consultant is suited to your needs.

Step 3
Decision on cooperation

At this stage, we decide to cooperate and complete the necessary formalities to begin the process of selling the company.

Qualification

We work with companies that meet the following criteria:

  • Annual income: min. PLN 4 million
  • EBITDA: min. 1 mln PLN 
  • Minimum 3 years on the market
  • Stable financial trend

We cannot help companies that:

  • Have been recording losses for over 20 months.
  • Have been in debt to the tax office and social security for over 20 months.
Dwóch mężczyzn rozmawiających ze sobą

FAQ

The standard process takes between 6 and 12 months. The time may be extended for more complex transactions or specific industry requirements.

It is crucial to prepare the company properly for sale – a well-prepared company finds a buyer faster.

Our fastest transaction took only 3 months.

We use a multi-level information protection system:

  1. Confidentiality agreements with each potential investor
  2. Verification of the credibility of interested parties
  3. Gradual disclosure of information depending on the stage of the process
  4. Controlled access to company documentation

We determine costs on a case-by-case basis, taking into account the scale and specific nature of the transaction.

  • Success fee: From 5% of the transaction value
  • Minimum monthly fees
  • No penalties for exiting the process
  • Possibility of discontinuing at any time

We can also provide a preliminary cost estimate after a free consultation.

You can terminate the process at any time without any additional obligations. Our cooperation model does not include contractual penalties for withdrawing from the process. In addition, we always strive to work with several potential buyers simultaneously, which increases the chances of obtaining favourable terms.

Key areas of preparation include:

  • Organising legal and financial documentation
  • Optimisation of operational processes
  • Securing key contracts
  • Preparing the management team

We establish a detailed action plan during a strategic workshop.

We always encourage you to take advantage of a free consultation, during which we will analyse:

  • The company’s financial situation
  • Market position
  • Growth potential
  • Possible risks

Based on this, we will determine the company’s readiness for sale and suggest the next steps.

We use several valuation methods:

  • Comparative method (based on similar transactions)
  • Income method (based on future cash flows)
  • Asset method

However, the final value is determined by the market and negotiations with potential buyers.

It depends on the agreement with the buyer. We can negotiate:

  • Fixed-term employment guarantees
  • Incentive packages for key employees
  • Succession plan for the current managing team

We will discuss the details during the negotiation of the terms and conditions of the transaction.

The scope of your involvement after the sale is negotiated with the buyer. Possible options include:

  • Immediate and complete exit from the company
  • Transition period (usually 6-12 months)
  • Long-term cooperation in a new role
  • We will help you choose and negotiate the best solution for you.
  • When you need to focus your resources and time on your core business.
  • When you own a company with several business profiles and some divisions are dragging the others down.
  • When you are trapped in organisational growth without value growth.
  • When you are unable to grow your business or lack ideas to do so.
  • When you do not have a successor, or you are concerned that transferring shares to your successors will lead to problems.
  • When your industry is consolidating, competition is getting stronger, and you are looking for a partner to help you achieve your strategic goals.
  • When your business goes down.
  • When the industry you work in ceases to be profitable.
  • When you need to dispose of assets or a division as part of restructuring or a change in strategy.

One of the most common reasons for failure in the sales process is a lack of knowledge and experience. Owners go through this process too rarely or only once in their lifetime. Working with experienced advisors will reduce the risk of mistakes.

  • The costs of conducting the process with an experienced advisor are significantly lower than the costs of mistakes made or lost benefits when approaching the process without the necessary experience and knowledge.
  • Selling a company takes a lot of time. If you want to get good terms, selling at the last minute may not work. We suggest planning the sale of your company in five stages.
  • The involvement of a third party allows you to maintain an objective view of a complex process and limit typical errors resulting from an emotional approach.
  • Thanks to our long-standing presence on the market, we are in contact with industry investors, capital groups and financial investors. These contacts create an ecosystem that facilitates the reach of sales offers and builds demand. We work with experienced practitioners on the European market. In such a team, it is easier for us to solve M&A problems.
  • We are professionals in reaching investors with sales offers. We know the right channels; advertisements alone are not enough.

Who are we?

We are an experienced team of advisors who have been supporting clients in the secure purchase and sale of companies since 2001.

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

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

Book a free consultation