How to Help Business Owners Prepare for Exit While Growing Your Advisory Practices
How to Help Business Owners Prepare for Exit While Growing Your Advisory Practices
How to Help Business Owners Prepare for Exit While Growing Your Advisory Practices
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?
Save your seat today and learn 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.
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.
