Exit planning platform

Optimal exit starts with plan

Online review
A screenshot of a dashboard with a graph and a bar chart.

Start increasing your business value today

The exit plan provides an opportunity to increase the value of the company before it is sold.

Online review
1

Choose your exit coach

Your coach is your companion and supports you throughout the entire process. Value Planner works with experienced coaches and M&A advisors who will help you on your path to success.

If you need help choosing the right coach, schedule a confidential conversation with a Value Planner consultant.

2

Preparation of a gap analysis

Gap analysis allows you to analyze many aspects of your business, which is critical for prioritizing the activities you should do before marketing the business.
Many exit coaches offer a free assessment, which is a good way to get started.

3

Alignment of goals between owners

To implement a successful exit plan, all owners must be on board. There are many elements that need to be agreed upon: the exit conditions, the timetable and — most importantly — the desired or required assessment.

Value Planner makes this process easier and your coach prepares you for the difficult conversations and possible outcomes.

4

Evaluate your business

As an entrepreneur, most of your assets can be linked to your business.

The Value Planner helps you keep track of your review, and many of our coaches offer assistance in filling out the relevant figures.

5

Complete the tasks and fill out the data room

Value Planner makes it easy for you and your coach to work together on the tasks in your plan. Benefit from an automatically generated exit plan with well-described tasks, e-learning, and templates so you can complete tasks faster.

Invite your tax advisor, lawyer, advisor, and other relevant stakeholders to work on the Value Planner.

The best way to get started

Choose your coach and start the free assessment

Shaun Farnden

Shaun has over 10 years of experience and has sold over 40 companies during this time. He has worked for the UK’s largest and most successful firms. Buyers come from local, national, and international markets, both trade and Private Equity.

Languages:
English
Start analysis with me
United Kingdom

Martin Egger

Martin Egger sold his first company 10 years ago and learned a lot in the process. Since then, he has built up new companies time and again and invested in around 40 more, so that he knows how value creation works in companies. He also shares his knowledge as a lecturer and visiting lecturer at various universities and universities of applied sciences.

Languages:
Deutsch / English
Start analysis with me
Germany

Martin Egger

Martin Egger sold his first company 10 years ago and learned a lot in the process. Since then, he has built up new companies time and again and invested in around 40 more, so that he knows how value creation works in companies. He also shares his knowledge as a lecturer and visiting lecturer at various universities and universities of applied sciences.

Languages:
Deutsch / English
Start analysis with me
Austria

Klaus Sonntag

Experienced consultant in buying and selling companies in Poland and Germany. From many discussions with investors, he knows what they are looking for and what makes companies valuable and attractive to them. He is used to acting in strict confidence and offers his exit planning in German and Polish.

Languages:
Polski / Deutsch / English
Start analysis with me
Poland
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Planning is the beginning of the journey

Would you like to sell your company in 3 years?

With Value Planner, you don't have to be an expert to create a good exit plan.

  • Find out how ready to sell your company is and what it's worth.

  • Discover best practices, templates, and e-learning on our easy-to-use platform.

  • Contact a certified exit coach who can help you develop a tailored exit plan that optimizes the value of your business.

The exit planning framework

For many entrepreneurs, selling their business is the biggest and most important financial event in their lives.

How well you handle the process of selling your business can be decisive for how you can live your life afterwards.

Start maximizing value and plan to sell your business today and sell it at the right price and on the right terms.

  • Set your goals

    Selling your business is all about you. Setting clear goals helps you make a successful exit and provides the best basis for your exit plan. Decide on personal wishes, finances and time horizon.

  • Alanyze the gaps

    Explore the difference between your company's current situation and the desired goal.
    With more than 100 selected questions, you'll get a clear overview of which areas you should work on before you drop out.

  • Evaluate companies

    What is your company worth today? Find out with the built-in evaluation feature and get a clear picture of where you are today and what price you can get if you exit.

  • Create your plan

    With a focus on protecting and maximizing the value of your business, you'll receive a tailored, easy-to-follow action plan that will guide you to your goals and a successful exit.

1:1 session with an expert

Let exit coach guide you to a successful sale

Learn from your personal exit coach what you don't yet know about exit planning. In addition to the exit coach, Value Planner offers you e-learning, strategy templates and a network of experienced business consultants who are happy to help you achieve success.

Book a free, 15-minute, confidential conversation with an advisor who will help you with your exit.

A couple of people sitting at a table.
Increase your chances of success with a structured concept

Would you like to sell now or in a few years?

  • Appraisal and gap analysis

    Find out how “exit ready” your company is, what it is worth today and what you should work on to make it more salable and increase its value!

    Single Report

    Monthly fee

    € 0

    / monthly

    included

    • Gap analysis
      Self-assessment with 36 questions about your own company and its role

    • Indication of current company value
      Only a few entrepreneurs know the current approximate value of their company. A value indicator from Value Planner is free

    • Clarifying your personal goals
      Calculate your exit goals Setting financial goals for exit is an important part of the strategy

    • Feedback from a professional exit coach
      1 hour online meeting with an exit coach

    start now
  • SELL "soon basic"

    (Sales within the next 2-3 years)

    If you know that you want to sell, but also know that your company is currently not for sale or that you will not be able to achieve the desired selling price, then you need a value enhancement plan and we will provide you with an exit expert as a coach:

    Minimum period 3 months

    Monthly fee

    € 790

    / monthly

    included

    • Exit expert as sparring partner (90 minutes per month

    • Unlimited access to the Value Planner platform for you and your team

    • Access to a professional network of consultants

    • Access to the Value-Planner community

    Send request
  • SELL "now"

    (Verkauf innerhalb eines Jahres)

    Wenn Sie wissen, dass Sie verkaufen wollen und Ihr Unternehmen in der von Ihnen gewünschten Preisspanne veräußerbar ist, dann brauchen Sie einen schnellen Ausstiegsplan und einen Manager, der Ihren Verkauf durchführt

    Minimum period 6 months

    Consulting and success fee

    to be determined

    / monthly

    included

    • Working with a Deal Manager & Exit Coach

    • Preparation of the buyer presentation & pitch

    • coordination of the exit team (lawyers, etc.)

    • Listing of the company on relevant marketplaces

    • Preparation of a list of potential buyers and clarification of basic interest

    • Provide the data room for due diligence

    Send request
Tell us about your situation

Talk to an advisor

We help entrepreneurs prepare for the sale and exit from their company. Contact us for a confidential and non-binding discussion about your situation.

Value Lab GmbH
Graben 28/1/12
1010 Wien
martin.egger@value-lab.com

Polska
Plac Andersa 7
61-894 Poznań
office@value-planner.com

Bluesailpartners
0 The High Street
Fareham | Hampshire PO16 7AN
office@value-planner.com

We will contact you within 48 hours.

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