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What is ValueMax?

Supporting accountants, wealth advisors, and business brokers in delivering effective exit and succession planning services is vital for their clientele. This segment of advisory services is experiencing rapid growth, particularly as a considerable portion of business proprietors are over 50 years old, leading to a surge in entrepreneurs seeking assistance for a successful exit strategy. Alarmingly, around 400 business owners exit their companies each hour across markets like the US, UK, and Australia, with many failing to navigate a successful transition. In light of this critical demand, MAUS has introduced the ValueMax Exit Planning Software, designed to help advisors seize the potential within exit planning. Whether your goal is to aid business owners in increasing their company’s worth or to streamline their exit process, MAUS ValueMax offers a clear and systematic approach, ensuring that every aspect of the planning is attended to. This innovative tool not only helps maximize business value but also promotes a more seamless transition for owners, thereby improving the chances of achieving successful results. By utilizing such resources, advisors can significantly enhance their service offerings and provide invaluable support to their clients during this pivotal phase.

What is Ledgy?

Ledgy serves as a reliable equity management platform tailored for rapidly growing companies, ensuring compliance with top-tier standards of security and privacy across all regions. Transform your traditional spreadsheets into a dynamic, transaction-driven cap table that remains precise, adaptable, and capable of real-time updates. With effective scenario and exit modeling, you can significantly enhance the success of your fundraising efforts while simplifying your due diligence process and overseeing every vesting schedule efficiently. Customizable dashboards allow you to present the latest data to all stakeholders, including investors, employees, and shareholders, fostering transparency and engagement. Ledgy not only automates equity plans but also plays a crucial role in attracting and retaining exceptional talent, allowing employees to manage their equity and access details about their shareholdings, vesting timelines, and anticipated valuations. By actively engaging your investors through the sharing of key performance indicators, precise funding scenarios, valuations, and tailored reporting, you can build stronger relationships. Discover why founders, CFOs, HR teams, and employees appreciate Ledgy's platform and experience its features firsthand by scheduling a personalized demonstration today. Moreover, this innovative solution equips businesses with the tools necessary to adapt to evolving market conditions and maintain effective communication with all parties involved.

Media

Media

Integrations Supported

AccessOwl
BambooHR
Figures
HiBob
Personio

Integrations Supported

AccessOwl
BambooHR
Figures
HiBob
Personio

API Availability

Has API

API Availability

Has API

Pricing Information

$199 per month
Free Trial Offered?
Free Version

Pricing Information

Free
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

MAUS Business Systems

Date Founded

1990

Company Location

Australia

Company Website

maus.com/epi-partnership/

Company Facts

Organization Name

Ledgy

Date Founded

2017

Company Location

Switzerland

Company Website

www.ledgy.com

Categories and Features

Succession Planning

"What If" Scenarios
360 Degree Feedback
Career Development
Competency Scale
Employee Profile
Goal Management
Organizational Charting
Performance Management
Recruiting Management
Succession Management

Categories and Features

Compensation Management

Bonus Management
Compensation Assessment
Compensation Calculation
Compensation Plan Modeling
Compensation Statements
Employee Reward Programs
Incentive Programs
Organizational Charting
Salary Planning

Equity Management

Cap Table Management
Deal Management
Document Storage
ESOP Management
Financial Modeling
Options Management
Participant Portal
Portfolio Management
Private Equity
Public Equity
VSOP Management
Valuation Management
Vesting Management

Investment Management

Accounting Management
Benchmarking
Bonds / Stocks
Client Management
Commodities
Compliance Reporting
Data Import / Export
For Investment Advisors
For Investors & Traders
Fund Management
Modeling & Simulation
Payroll & Commissions
Performance Metrics
Portfolio Management
Risk Management

Investor Relations

Automated Reporting
Compliance Management
Custom Emails / Newsletters
Data Centralization
Deal & Acquisition Management
Document Creation
Document Management
Electronic Signature
IR Website Builder
Investor CRM
Investor Transactions / Valuations

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