How to Help Business Owners Prepare for Exit While Growing Your Advisory Practices
Event Details
How to Help Business Owners Prepare for Exit While Growing Your Advisory Practices
Event Details
Most business owners have the majority of their wealth tied up in their business — yet very few have an actual plan for transitioning or exiting successfully.
In this educational webinar, Dylan Walsh, Head of Sales at Maus, breaks down why exit planning has become one of the biggest opportunities for financial advisors working with business owner clients.
Most business owners have the majority of their wealth tied up in their business — yet very few have an actual plan for transitioning or exiting successfully.
In this educational webinar, Dylan Walsh, Head of Sales at Maus, breaks down why exit planning has become one of the biggest opportunities for financial advisors working with business owner clients.
Why business owners are increasingly looking for guidance around succession and exit planning
The financial and personal risks clients face when they do not have a plan
How exit planning creates deeper relationships and more strategic conversations with clients
Why advisors are using exit planning as a growth engine for their firms
How advisors can begin offering exit planning services without needing to become valuation experts or build a massive team
How Maus helps advisors facilitate discovery, identify value gaps, create action plans, and guide business owners through the process
As a Sales Director at Maus, Dylan is part of a company that has been a pioneer in strategic planning for more than three decades. Maus introduced one of the industry's first digitized business planning tools and continues to lead with an all-in-one platform for strategic, business, financial, and exit planning.
Through award-winning business management software, Dylan helps advisors and business owners leverage proven frameworks, identify growth opportunities, improve business value, and create actionable plans that drive long-term success. His focus is helping professionals unlock deeper client relationships while guiding businesses toward stronger outcomes and successful exits.
Ready to Transform Your Advisory Practice?
Watch the webinar recording and discover how to unlock high-ticket growth with turnkey exit planning.
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.
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The Exit Planning Opportunity for Financial Advisors
How to Help Business Owners Prepare for Exit While Growing Your Advisory Practices
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