Buyer Form

Smart M&A

Buy & Sell a Business

Please click and complete the seller form below so that we can start the deal process and find the right take over for you.

Company Buyer Form

This form is for buyers who represent a company. If you are an individual buyer, please ask access to the individual form.

We honor the value of decades of work by making succession seamless and stress-free. Using the latest technology, we ensure the process is faster and secure. Our family-business approach puts trust and long-term relationships at the center of everything we do.

PensioTec upholds local and international compliance frameworks, including Anti-Money Laundering (AML) and Anti-Corruption/Anti-Bribery practices, to safeguard our partners and stakeholders in every transaction, whether local or cross-border, straightforward or complex.

COMPANY DETAILS

Company Name

Company Description

Please provide a clear and concise overview of your business. This helps our advisory and investment teams understand your company’s operations and market position. You may include: • What your company does (products, services, or solutions) • Geographic presence or key locations • Any recent milestones or highlights (You’ll be asked to select your industry in the next section.)

Company Website

Legal Entity

Limited Liability Company (LLC) or Private Limited Company (Ltd / GmbH / SARL)

Partnership (General or Limited)

Sole Proprietorship

Other

If Other Form of Legal Entity, Please Specify Below

Number of Employees

Please Specify Range

Industry

If Other Industry, Please Write Below

Headquarters Address

Address 1

Address 2

City

State/Province

Zip/Postal Code

Country

Operating Locations / Subsidiaries

Mention All Countries of Operations

COMPANY OWNER DETAILS (ANTI MONEY LAUNDRY)

Do You Personally Own More Than 25% of This Business?

As part of Anti-Money Laundering (AML) compliance, PensioTec is required to identify any beneficial owner holding more than 25% ownership or voting rights.

Are There Any Other Shareholders or Owners?

If yes, please list each owner with the following details: - Full Name - Nationality - Residential Address - Percentage of Ownership This information is a key part of our Anti–Money Laundering (AML) compliance process. To proceed, we are required to collect this information in accordance with AML regulations.

Who Is the Primary Owner of the Company

Please enter the name of the individual with the majority ownership stake.

First Name

Last Name

Ownership Verification

Please confirm that all information regarding beneficial ownership is accurate and up to date, to the best of your knowledge.

Phone

Please include the country code.

Country

(###)

###

####

COMPLIANCE DECLARATION

Client Compliance Declaration Form

To confirm that your business and its owners operate in compliance with all applicable laws and are not involved in any illegal or unethical activities.

1. Lawful Operations: I confirm that the business operates lawfully and complies with all applicable local and international regulations.

2. No Criminal or Terrorist Activity: I declare that neither the business nor its owners, shareholders, or representatives are involved in, or associated with, any criminal activity, terrorism, or financing of terrorism.

3. No Money Laundering or Fraud: I confirm that the business is not engaged in, nor will it engage in, money laundering, tax evasion, corruption, bribery, or fraudulent financial activities.

4. Source of Funds: I confirm that all business funds come from legitimate and verifiable sources.

5. Cooperation Commitment: I agree to provide supporting documentation if requested for compliance verification or due diligence purposes.

ACQUISITION PREFERENCES

Reason for Buying

E.g. Consolidation, geographic expansions, diversifying revenue streams and products, strategic pivot, growth etc.

Target Location

What Is Your Range Price (Acquisition Budget)?

What Are You Seeking in Your Potential Target

Please provide a clear and concise overview of your wish target. This helps our advisory, investment teams, and our technology to understand your expectation and find your right match. You may include: • Size of company (Revenue, EBITDA, number of employees) • Active customer base (Please be aware due to confidentiality and GDPR, the owner may not be able to share with you the detailed of customers) • Profitable business or non profitable • Possibility of management support and knowledge transfers from previous owners for certain amount of months.

ACQUISITION FUNDING SOURCE

Timeline for Acquisition

Annual Revenue

Specify Currency and Range

EBITDA Range or Net Profit

Specify Currency and Range

Have You Done Any Acqusition (s) Before

Are you Looking for Financing Options

If Looking for Other Financing, What type of Financing

Would You Consider Co-Investment or Syndicated Deals?

CONFIRMATION OF PERSON WHO COMPLETE THE FORM

What is your relation to this Company? Are you the Owner? Authorized Lawyer/C-Suit/Wealth Manager/ Family Office/ Power of Attorney to Complete the Form?

Full Names of Person Completing the Form

First Name

Last Name

REFERRAL

How Did You Hear About Us?

If referral, full name of referral

Confidentiality

Your privacy comes first. We sign an NDA before sharing anything. Together, we decide what stays private, what’s shared with vetted buyers, and what’s public. You’re always in control.

Thank You for Booking Our Free M&A Consultation

Empowering buy and sell businesses (SMEs) smarter through technology.

Deal Preparation

PensioTec helps sellers get deal-ready, from creating compelling visuals, videos, and websites that enhance digital presence to preparing investor-ready materials and clean financial documentation. Our experts guide you through compliance checks.
Smart Valuation

PensioTec aligns your goals and asking price with market benchmarks through AI-driven insights and expert guidance. Our valuation engine combines normalized financials, sector benchmarks, and comparable transaction data to deliver accurate, human-validated valuations.
Matching Process

We leverage AI-driven deal-matching technology to identify and rank the best targets or buyers. Our intelligent model analyzes verified investor databases and market intelligence to connect each business with the most relevant and qualified acquirers.
Due Diligence & Structuring

PensioTec delivers holistic due diligence across finance, legal, tax, and ESG, supported by virtual data rooms and AI-powered risk detection. We use predictive analytics and advanced technology to optimize deal terms, transparency & long-term value creation.
Post-M&A & Value Creation

After the deal, PensioTec may help brick-and-mortar businesses grow sustainably by blending technology with human creativity. Streamlining operations through smart automation, freeing founders to focus on their craft, while our design and digital experts enhance spaces, customer and story telling experiences, and online presence.