Seller Form

Smart M&A

Buy & Sell a Business

Company Seller Form

This form is for sellers 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.)

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

Industry

If Other Industry, Please Write Below

Company Address

Address 1

Address 2

City

State/Province

Zip/Postal Code

Country

Reason for Selling

E.g. retirement, exit, market opportunity, financial difficulties, strategic pivot, lack of succession, etc.

What Is Your Asking Price (Range)?

What Are You Looking For in Your Successor?

Please choose no more than 3

Have you applied sustainability principles in your business practices in the past? Please provide examples of any sustainable initiatives or measures you have undertaken

BUSINESS OWNER DETAILS

Who Is the Primary Owner of this Business?

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

First Name

Last Name

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.

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.

How Did You Hear About Us?

If referral, please provide the full name of the 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.

We recognize the value of the decades of effort that have gone into creating your business, and we handle that legacy with care.

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.

Our Location

Cambridge, United Kingdom

The Bradfield Centre, 184 Cambridge Science Park, Milton Road, Cambridge, CB4 0GA, United Kingdom

We operate from Basel, Switzerland

We operate from Basel-Stadt, Switzerland, in the heart of the Swiss financial district. Our office is located next to the Bank for International Settlements (the central bank of central banks) and surrounded by major banking and insurance headquarters.