How it works

What the bank requires.
And what planix delivers.

Every document for your takeover in Switzerland – with the result it is in.

Every document with its result.

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The documents

planix delivers 5 of 7 documents.

You bring the statements and purchase agreement.

Venture and personVentureplanixBusiness concept
Purchase price and financingPurchase priceplanixBusiness and financial plan
Projected income statement and liquidityProjectionsplanixBusiness and financial plan
Affordability of interest and repaymentAffordabilityplanixBusiness and financial plan
Guarantee for the bank loanGuaranteeplanixFunding programmes
The company’s financial statements of recent yearsStatementsYou–
Purchase agreement or draftPurchase agreementYou–
The path

Signing comes last.

Five steps – and the one point where the takeover can fail.

  1. FirstRequest the numbers

    The financial statements of recent years from the seller – the basis for every calculation.

    Statements of recent years.

  2. With planixCalculate the price

    Purchase price, equity, loan and vendor loan against the cash flow of the next five years.

    Price against cash flow.

  3. With planixBank and guarantee

    The plan for your bank, the guarantee cooperative for missing collateral.

    Plan and guarantee.

  4. DecisiveApproval before signing

    Only sign the purchase agreement once the financing is approved.

    Approval first, then contract.

  5. AfterwardsHandover

    Entry in the commercial register, handover of customers and team.

    Register, customers, team.

Result

Three documents. One takeover.

Each document takes over what you entered before.

Develop the business conceptfree

Your business concept

Web · PDF · Word

What you take over, for whom, and why you can carry it on.

  1. 1Summary
  2. 2Company and founders
  3. 3Offer and business model
  4. 4Market and competition
  5. 5Marketing and sales
  6. 6What your concept does not yet answer
  7. 7Your next steps

Plus a one-page short profile.

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Business & financial planning ProCHF 49

Your business and financial plan

Web · PDF · Word · Excel

The takeover plan with all numbers – about 30 pages, every number calculated.

  1. 1Summary
  2. 2Company and founders
  3. 3Offer and business model
  4. 4Market and competition
  5. 5Marketing and sales
  6. 6Organisation and staff
  7. 7Investments and capital required
  8. 8Financing and collateral
  9. 9Projected income statement
  10. 10Liquidity planning
  11. 11Projected balance sheet
  12. 12Viability and living costs
  13. 13Risks and scenarios
  14. 14Assumptions
  15. 15Attachments and next steps
  16. 16Your next steps

Plus the financial plan as Excel with eight sheets.

Plan bank-ready
Find fundingCHF 89

Your funding programmes

Web · PDF

Which programmes fit, in which order, by when.

  1. At a glance
  2. Programmes and order
  3. Your next steps

Every programme with source and check date.

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Afterwards

Seamlessly on in the founder journey.

Concept and numbers stay in your account. Founding and growth build on them.

Everything stays in your account.

  1. IdeaFind business idea · Develop idea
  2. ValidationTest idea · Test market
  3. PlanningBusiness concept, business plan, funding
  4. FoundingFound and secure the company
  5. GrowthGo-to-market · Investors · Scaling

Supported by leading start-up experts and partners

ConsultingNetworkSwitzerland.
swissstartupassociation+
SWISS DESIGN
& ENGINEERING
NVIDIA Inception Program
collumino.com
STARTUPS
EXPERTSuisse
Buchhaltungs AG
DACH Startups

Ready for your takeover?
Calculate it first.

The concept first. The plan for the bank once the numbers are on the table.

Start for free Concept free · Takeover plan CHF 49 one-off