iPlanner.NET

iPlanner.NET is a set of online tools for small business owners who want to plan strategy or sell their company themselves. Its sale service, ExitAdviser, is aimed at sole proprietors and limited companies that prefer to handle a sale directly instead of paying a broker commission.

What iPlanner.NET offers

• Strategy Designer — a shared online workspace where a team writes a strategic plan together, from any device, with uploads of spreadsheets, images, PDFs and presentations.
• Business valuation tool — helps an owner work out an asking price.
• Pitch-to-Brokers tool — lets an owner approach nearby brokers, lenders and advisers quietly.
• Four-step sale framework — check status, prepare, go to market and close the deal, backed by document templates, checklists and how-to guides.
• Marketplace listing — businesses for sale can be browsed by location, category, retirement and seller financing.

Who it works with

Small business owners, particularly sole proprietors and LLCs, who want to run a sale on their own terms.

Key facts

• Advertising: owners can run their own Google Ads campaign to attract buyers.
• Support network: a locator helps find tax attorneys, appraisers and business lawyers nearby.