Advisory

Sell side / Advisory

Sell your company on your terms – without mistakes, without stress, with maximum profit.

With us, you will prepare a strategy, value your company, optimise documentation and negotiate the best terms. You conduct the sale, we supervise every step.

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Zespół ludzi sprawdza wyniki, wykresy siedząc przy stole

Who is this service for?

Selling a company is a process that requires preparation, well-thought-out decisions and expert support. Our consulting services are for you if:

You don’t know how to prepare your company for sale.

No experience in selling companies? Not sure how to go about it or where to start? We will help you create an action plan to avoid mistakes and maximise your chances of a successful transaction.

You care about getting the best value for your transaction

Do you want to get the best price for your company, but you are not sure how to value it and what factors influence its value? We will show you how to increase your company’s attractiveness in the eyes of investors.

YOU WANT FULL EXPERT SUPPORT

You don’t want to risk unfavourable sales conditions? Buyers have their advisors – you should have your own expert on your side too.

You already have an interested buyer, but you need support with valuation and documentation

Not sure if the buyer’s offer is fair and how to prepare the necessary documents? We will check the valuation, verify the investor’s intentions and help you prepare professional transaction materials.

You want to be in control of sales, but also benefit from expert support

You don’t want to hand over the entire process to someone else, but you need to be sure that you are making the right decisions? We can advise you at any stage – so that you can sell your company effectively and on the best terms.

What are the benefits of working with us?

You work independently, but you are not left without support. We help you make informed decisions, eliminate risks and avoid costly mistakes.

With the right preparation, you can increase the value of your company and get a better price. We advise you on how to improve key aspects that influence buyer interest.

You don’t have to worry about difficult conversations. We will help you analyse proposals, verify investors’ intentions and negotiate the best terms of sale.

A good presentation of the company speeds up the buyer’s decision. We create and optimise key documents to increase the attractiveness of the offer and facilitate the finalisation of the transaction.

You don’t have to use our full service – our advice is tailored to your situation. You can count on our help at any stage of the sale, from preparation to finalisation of the contract.

Book a free consultation

Flexible billing model

Every transaction is different, which is why we offer a flexible billing model tailored to the level of support you require.

Settlement based on hourly rates or working days – If you need advice at a specific stage of the sale – e.g. company valuation, preparation of documentation or negotiations – we can settle on the basis of the time actually worked.

Process supervision as part of a monthly fee or specific task – If you would like us to provide regular sales support and monitor the process, we will agree on a fixed monthly fee. You can also take advantage of our services for individual, key tasks.

Transparency and full control over costs – You do not sign any long-term commitments – cooperation is flexible and tailored to your situation. A detailed cost estimate is provided during the free consultation.

You can terminate the cooperation at any time – you have full control over your decisions.

Would you like to know the exact costs?

During the initial consultation, we will provide you with a personalised quote tailored to your specific needs.

Book a free consultation

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
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How does the cooperation work?

We begin every collaboration with a thorough understanding of your expectations, market situation and individual needs. The process has been designed to make you feel comfortable, in complete control and able to make informed decisions at every stage.

Step 1
Free consultation

The first step is a non-binding meeting that allows us to better understand your situation and discuss the initial stages of the sale process.

What does a free consultation offer?

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

Complete confidentiality. If you wish, you can sign a non-disclosure agreement (NDA) at this stage. If you prefer to remain anonymous, you can contact us from a restricted phone number or an anonymous email address.

Step 2
Introductory workshop

After consultation, we organise a workshop that verifies key aspects of sales and helps to better tailor the strategy to your situation.

The aim of the workshop:

  • Analysis of the company’s situation (industry, strategy, vision, mission, values).
  • Establishing the owner’s expectations and vision for the process.
  • Understanding the motivation for the sale and potential challenges.
  • Preliminary assessment of the opportunities and risks associated with the transaction.
  • Discussion of the stages of the process and initial actions.

The introductory workshop effect. After the meeting, you will receive a report containing:

  • Sales process schedule.
  • Identification of key opportunities and threats.
  • Recommendations for further action.

In addition, the workshop allows us to check whether our consultant is the best fit for your needs.

Step 3
Decision on cooperation

At this stage, we jointly decide on cooperation and finalise the formalities to officially start the process of selling the company.

  • We establish the final terms of cooperation.
  • We sign the contract and proceed to the implementation process.
  • We commence comprehensive sales services for 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