Investor exit from a marketing agency after 5 years
The operating partner took over 99.6% of shares. We negotiated a payment spread over 14 months, which allowed maintaining the company's financial liquidity.
At Vision Media, conflict over the direction of development had lasted since February 2024. One partner wanted to invest in a new office, the other wanted to leave with cash. Corporate Bridge entered the game when talks reached a dead end and the team started gossiping about the company's collapse.
The challenge
A minority investor demanded an immediate payout of 310,000 PLN for their shares. The company at that moment had only 43,500 PLN in free funds. Forced sale of the agency's assets would mean firing 7 of 12 employees and losing liquidity. The atmosphere in the office was thick, and two key contracts worth a total of 87,000 PLN monthly hung in the balance because clients sensed instability in the board.
Our approach
We applied our principle: Numbers have no emotions. For 3 weeks, we analyzed the agency's cash flows from the last 34 months. We organized 4 meetings on neutral ground in our headquarters on Towarowa. We focused on facts, not on the mutual grievances of the founders. We calculated the real market value of the shares, taking into account lease debt on photographic equipment and servers.
The solution
Corporate Bridge prepared a buyout plan based on 14 monthly installments. The first payment was 38,000 PLN, allowing the agency to maintain a safe cash reserve for salaries. The remaining amount — 224,300 PLN — was spread into installments paid from current profit. The investor signed a 2-year non-compete and transferred all passwords to advertising accounts within 48 hours of signing the settlement.
Results
The agency survived the most difficult moment without taking out a bank loan. The operating partner regained full decision-making, and the investor received a fair price for their shares without a multi-year process in a commercial court.
Timeline
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May 14, 2024First mediation meeting and company financial audit.
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June 02, 2024Determination of share valuation at 262,300 PLN.
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July 15, 2024Signing of notarial deeds and non-compete agreement.
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August 01, 2024Transfer of the first installment and full operational control takeover.
"Honestly, at first I thought we would end up in court. Corporate Bridge brought us down to earth with concrete calculations. Repayment in installments saved my liquidity."