Process

Buy side / Process

Sell your company consciously – effectively, safely and with maximum profit.

We will guide you through the entire sales process – from valuation to finalisation. Transparently, comprehensively and with complete discretion.

Book a free consultation
Trzy osoby siędzące przy stole i omawiające zapisy na kartce papieru

This service is for you if:

You want to sell your company quickly and without complications.

You don’t waste time – we know the market, we have experience and we know how to find the right buyer in the shortest possible time.

You want to maximise the value of your transaction

Thanks to precise valuation, appropriate preparation and effective negotiations, we increase the attractiveness of your company for buyers.

You don’t want to take time away from your day-to-day business management

We handle the entire sales process from start to finish, while you make the key decisions – without having to get involved in the details of the transaction.

You care about security, confidentiality and transparency

Your plans remain completely confidential – we operate discreetly, and each stage of the process is carried out in close cooperation with you.

You are looking for professional support every step of the way

You don’t need to know anything about mergers and acquisitions – we handle the entire process for you, looking after your interests and eliminating risk.

5-step company sales process

Wykres prowadzenie procesu sprzedaży

sales process

Selling a company is a process that requires experience, a strategic approach and access to the right buyers. We have developed a proprietary, proven 5-step sales model that ensures your transaction will be successful, risk-free and on the best terms.

Each of these steps has been developed based on years of experience to ensure you maximum security, confidentiality and control over the entire process.

We thoroughly analyse your company’s financial situation and potential to determine its true value. Thanks to our precise valuation, we maximise the value of the transaction and attract buyers willing to pay more.

Scope:

  • review of the financial and market situation,
  • identification of strengths and potential risks,
  • strategy for increasing value prior to sale.

We optimise your company to meet the expectations of even the most demanding buyers. We eliminate risk, increasing its value and attractiveness on the market.

  • preparing the company for buyer audits,
  • legal and financial protection prior to the transaction,
  • creating a sales strategy tailored to your goals.

We create comprehensive and professional materials that present your company to potential buyers in an attractive way, increasing its competitiveness.

  • professional investment memorandum,
  • preparation of detailed financial reports,
  • presenting the company in a way that increases interest.

We reach proven and suitable buyers, and in negotiations we make sure to obtain the best terms of the transaction – in line with your expectations.

  • selection of buyers from our network of investors,
  • negotiating optimal sales terms,
  • complete confidentiality and control over the process.

We provide comprehensive legal and organisational support, ensuring that every formality is taken care of down to the last detail and that the transaction proceeds smoothly and without any problems.

  • preparation and approval of final documents,
  • legal, financial and administrative services,
  • transferring the company to a new owner in a smooth and secure manner.

What do you gain by entrusting us with the entire process of selling your company?

We reach the right buyers, so you don’t have to wait months for the right offer.

We negotiate on your behalf to get you the best possible price and terms of sale.

We provide comprehensive legal and organisational services to ensure that every formality is taken care of down to the last detail.

You have the support of an expert who oversees the entire process and looks after your interests.

Book a free consultation
Dwóch mężczyzn patrzących na kartkę papieru

Flexible cooperation model

We understand that selling a business is a strategic decision, which is why our cooperation model is flexible and tailored to your needs. We do not commit you to a long-term contract – you can terminate the process at any time without financial consequences.

Individual approach to costs and duration.

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

Success fee: From 5% of the transaction value

Minimum monthly fees: tailored to the scope of support.

No penalties for exiting the process: complete flexibility at every stage.

Possibility of discontinuing at any time: you have full control over your decisions.

Would you like to know the exact costs?

We can provide a preliminary cost estimate during a free consultation – we will tailor the cooperation model to your situation and goals.

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
Book a free consultation

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