Attract and Engage Business Owners
Become their most valued advisor
Manual Tank Checks and Avoidable Overflows
Connect with business owners – build trust, deliver value, and position yourself as their go-to advisor. With 80% of their wealth tied up in their business, exit planning is essential to their financial success.
TRUSTED BY THE LARGEST NAME ACROSS FINANCIAL SERVICES
Attract and Engage Business Owners
Become their most valued advisor
Connect with business owners – build trust, deliver value, and position yourself as their go-to advisor. With 80% of their wealth tied up in their business, exit planning is essential to their financial success.
TRUSTED BY THE LARGEST NAME ACROSS FINANCIAL SERVICES
Start the conversation with business owners long before they exit to:
Start the conversation with business owners long before they exit to:
Business owners have extensive networks of peers and professionals. Maus keeps you front and center, creating opportunities for:
With over 33 million privately owned businesses driving 43% of U.S. GDP, 49% of owners plan to exit within five years. They need an advisor to quarterback the transition — and manage their newly liquid wealth.
For most owners, the business is their biggest asset — making up 80% of their net worth. Are you ready to help them protect, grow, and transition that wealth?
In the last two years, 86% of business owners have taken no formal steps to enhance value or de-risk their business for transition. They need a trusted advisor — are you ready to step in?
Bringing It All Together – Everything You Need in One Place
Maus provides a complete exit planning platform – Attract generates leads and positions you as the expert, Engage streamlines valuations, benchmarks and planning, and Build drives value growth with KPI tracking and financial integrations. From client acquisition to business transformation, Maus simplifies exit planning and delivers real results every stage of the client journey.
Maus provides a complete exit planning platform – Attract generates leads and positions you as the expert, Engage streamlines valuations, benchmarks and planning, and Build drives value growth with KPI tracking and financial integrations. From client acquisition to business transformation, Maus simplifies exit planning and delivers real results every stage of the client journey.
Our dedicated support team is here to help you every step of the way, ensuring you get the most out of our platform. Whether you need technical assistance, strategic guidance, or best practices, we’ve got you covered.
Our dedicated support team is here to help you every step of the way, ensuring you get the most out of our platform. Whether you need technical assistance, strategic guidance, or best practices, we’ve got you covered.
With access to Maus Academy, you’ll find on-demand training, step-by-step guides, and expert-led resources to help you master exit planning. Each Academy course is designed to let you work at your own pace. Plus, our customer success team is always ready to provide personalized support, helping you integrate Maus into your workflow and grow your practice.
With access to Maus Academy, you’ll find on-demand training, step-by-step guides, and expert-led resources to help you master exit planning. Each Academy course is designed to let you work at your own pace. Plus, our customer success team is always ready to provide personalized support, helping you integrate Maus into your workflow and grow your practice.
Maus is the only solution for financial advisors serious about sustainable growth and maximizing client retention. It's a fresh, scalable approach to building the strongest relationships with your clients that lasts for generations. Exit planning is about more than one major liquidity event. It's about providing value to your clients for the next 50 years, consistently, and reliably. Maus strips away the chaos of legacy processes, freeing you to deliver bespoke, exit-focused services at scale. It’s exit planning for the modern era. Maus Exit Planning Software is for advisors who demand more, and for clients who deserve the very best.
Maus is the only solution for financial advisors serious about sustainable growth and maximizing client retention. It's a fresh, scalable approach to building the strongest relationships with your clients that lasts for generations. Exit planning is about more than one major liquidity event. It's about providing value to your clients for the next 50 years, consistently, and reliably. Maus strips away the chaos of legacy processes, freeing you to deliver bespoke, exit-focused services at scale. It’s exit planning for the modern era. Maus Exit Planning Software is for advisors who demand more, and for clients who deserve the very best.
Maus gave our team the structure and confidence to turn exit planning into a scalable revenue engine. In just one year, we grew our revenue by 400%, thanks to Maus.
From prospecting to implementation, the platform delivers real results and a repeatable client experience. Maus has helped us deepen relationships with business owners and position us as the most trusted advisor in their financial success
We wanted to go beyond tax returns, to guide business owners through growth, exit, and everything in between. Maus gave us the structure to scale advisory services with clarity and confidence. It transformed how we deliver value, helping us 5x revenue and expand nationally.
With Maus, we built a practice that tells the story behind the numbers and reshaped what's possible for a CPA-led advisory firm.
Maus Software brings 20 years of experience directly into its toolkit and resources, making it an incredibly valuable solution for building an advisory practice. The tools are practical, intuitive, and indispensable as you grow your services.
What's even more impressive is the ongoing investment in the user interface, it's continually evolving to be even more user-friendly and effective. Maus earns a big tick from me for delivering both reliability and innovation.
Helping business owners prepare for a successful exit requires clarity, structure, and the right tools. Maus provided exactly that. It brought elegance to the process, transforming uncertainty into actionable insight.
In just one quarter, our advisory revenue grew fivefold. With Maus, we guide our clients with confidence and care, delivering results that are not only measurable, but truly meaningful.
Maus Software made launching my consulting practice seamless. As a certified advisor with Maus and the Exit Planning Institute, I’ve been able to deliver high-value discovery meetings and value enhancement projects from day one.
Maus has streamlined my workflow, built my credibility, and empowered me to grow my practice quickly. I wouldn’t be where I am today without it.
Maus Software combines proven tools into a polished, professional interface, with much of the 'mundane' work already done for you.
The training resources, videos, webinars, and weekly online meetings, are tremendous, offering incredible value. And what truly stands out is the extraordinary support. In an era of call centers and AI, having real, responsive support via email and phone is a rare and invaluable asset.
What I like most about Maus, Client Discovery is the profound effect it has on the recipient business owner. The psychology of asking a series of questions and having the owner answer them is not apparent until the report is generated. In my experience, many business owners are profoundly affected by having what they said reflected back at them.
It is very engaging and makes it much easier to engage them with the subsequent products. This sh!t really works.
Maus gave our team the structure and confidence to turn exit planning into a scalable revenue engine. In just one year, we grew our revenue by 400%, thanks to Maus.
From prospecting to implementation, the platform delivers real results and a repeatable client experience. Maus has helped us deepen relationships with business owners and position us as the most trusted advisor in their financial success
We wanted to go beyond tax returns, to guide business owners through growth, exit, and everything in between. Maus gave us the structure to scale advisory services with clarity and confidence. It transformed how we deliver value, helping us 5x revenue and expand nationally.
With Maus, we built a practice that tells the story behind the numbers and reshaped what's possible for a CPA-led advisory firm.
Maus Software brings 20 years of experience directly into its toolkit and resources, making it an incredibly valuable solution for building an advisory practice. The tools are practical, intuitive, and indispensable as you grow your services.
What's even more impressive is the ongoing investment in the user interface, it's continually evolving to be even more user-friendly and effective. Maus earns a big tick from me for delivering both reliability and innovation.
Helping business owners prepare for a successful exit requires clarity, structure, and the right tools. Maus provided exactly that. It brought elegance to the process, transforming uncertainty into actionable insight.
In just one quarter, our advisory revenue grew fivefold. With Maus, we guide our clients with confidence and care, delivering results that are not only measurable, but truly meaningful.
Maus Software made launching my consulting practice seamless. As a certified advisor with Maus and the Exit Planning Institute, I’ve been able to deliver high-value discovery meetings and value enhancement projects from day one.
Maus has streamlined my workflow, built my credibility, and empowered me to grow my practice quickly. I wouldn’t be where I am today without it.
Maus Software combines proven tools into a polished, professional interface, with much of the 'mundane' work already done for you.
The training resources, videos, webinars, and weekly online meetings, are tremendous, offering incredible value. And what truly stands out is the extraordinary support. In an era of call centers and AI, having real, responsive support via email and phone is a rare and invaluable asset.
What I like most about Maus, Client Discovery is the profound effect it has on the recipient business owner. The psychology of asking a series of questions and having the owner answer them is not apparent until the report is generated. In my experience, many business owners are profoundly affected by having what they said reflected back at them.
It is very engaging and makes it much easier to engage them with the subsequent products. This sh!t really works.
Maus exit planning software helps advisors guide business owners through the process of preparing for and executing a business transition. It includes automated tools for valuations, financial modeling, strategic planning, and reporting.
Advisors need it to streamline complex transitions, align business and personal goals, and provide tailored guidance. It saves time, enhances decision-making, and helps advisors transfer sales proceeds to AUM.
Maus Attract provides powerful lead generation tools, including custom landing pages, lead magnets, and automated outreach, to connect you with business owners early in their exit planning journey.
Absolutely! Maus is designed for seamless onboarding, with guided training through Maus Academy, intuitive tools, and a fast implementation process to get you client-ready in just two weeks.
Maus is SOC 2 certified, meeting rigorous security standards to safeguard your clients' sensitive information and ensure compliance with industry regulations.
Maus has successfully met the compliance standards of some of the largest and most respected broker-dealers worldwide. Purpose-built for financial advisors, Maus is designed with compliance at its core, ensuring alignment with the technical and regulatory requirements necessary for approval and ongoing adherence.
Maus exit planning software helps advisors guide business owners through the process of preparing for and executing a business transition. It includes automated tools for valuations, financial modeling, strategic planning, and reporting.
Advisors need it to streamline complex transitions, align business and personal goals, and provide tailored guidance. It saves time, enhances decision-making, and helps advisors transfer sales proceeds to AUM.
Maus Attract provides powerful lead generation tools, including custom landing pages, lead magnets, and automated outreach, to connect you with business owners early in their exit planning journey.
Absolutely! Maus is designed for seamless onboarding, with guided training through Maus Academy, intuitive tools, and a fast implementation process to get you client-ready in just two weeks.
Maus is SOC 2 certified, meeting rigorous security standards to safeguard your clients' sensitive information and ensure compliance with industry regulations.
Maus has successfully met the compliance standards of some of the largest and most respected broker-dealers worldwide. Purpose-built for financial advisors, Maus is designed with compliance at its core, ensuring alignment with the technical and regulatory requirements necessary for approval and ongoing adherence.
Ready to Elevate Your Advisory Services?
Join the largest community of Certified Exit Planning Advisors and experience a smarter way to grow your firm, deliver exceptional value, and guide clients through successful company transitions.
Maus is a leading exit planning software platform built for financial advisors to attract business owners, deepen client relationships, and deliver long-term value. Designed to systemize and automate the exit planning process, it provides valuation tools, financial integrations, and structured assessments that simplify planning while helping advisors grow their practice and support successful business transitions.
Maus is a leading exit planning software platform built for financial advisors to attract business owners, deepen client relationships, and deliver long-term value. Designed to systemize and automate the exit planning process, it provides valuation tools, financial integrations, and structured assessments that simplify planning while helping advisors grow their practice and support successful business transitions.
Complete the form to schedule an introduction call
Complete the form to schedule an introduction call
Attract and Engage Business Owners
Become their most valued advisor
Connect with business owners – build trust, deliver value, and position yourself as their go-to advisor. With 80% of their wealth tied up in their business, exit planning is essential to their financial success.
