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.

The #1 Exit Planning Software for Advisors
Deepen Client Relationships & Increase Retention
Start the conversation with business owners long before they exit to:
- Expand Advisory Services – Provide long-term, high-value guidance beyond traditional wealth management.
- Strengthen Client Relationships – Support business owners through the exit process, building trust over time.
- Increase Client Loyalty & Retention – Foster multi-year relationships that keep clients engaged with your services.


Unlock New Revenue Streams
Business owners have extensive networks of peers and professionals. Maus keeps you front and center, creating opportunities for:
- Unlock New Revenue Streams – Offer consulting, valuation, and succession planning services.
- Increase Billable Offers – Expand your advisory offerings with high-value, fee-based services.
- Stand Out in the Market – Differentiate yourself with specialized exit planning expertise.
Capture & Manage Post-Exit Assets
- Retain and Manage Post-Exit Assets – Guide business owners through a strategic exit and provide wealth management services.
- Ensure a Smooth Financial Transition – Help clients move seamlessly into retirement planning, estate management, and investments.
- Grow Assets Under Management (AUM) – Continue serving clients beyond business ownership and expand your portfolio.

Why Business Owners Need Exit Planning
Nearly Half Are Ready to Exit
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.
Their Business Holds 80% of Their 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?86% of Them Haven't Prepared
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?Why Advisors Choose Maus
Everything in One Place

Complete Platform

Complete Exit Planning Solution
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.

Expert
Support

Your Partner in Exit Planning Success
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.

Online
Academy

Deep Exit Planning Knowledge
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.

Complete Exit Planning Solution
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.

Your Partner in Exit Planning Success
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.

Deep Exit Planning Knowledge
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.
What People are Saying About Their Experience
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"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."
Robbie White FINANCIAL PLANNER -
“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.”
Linda Hamilton CPA, CGMA, CEPA, CPBA -
"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."
Rob Dorey ADVISORY DIRECTOR -
“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.”
Jill Arena PRESIDENT, M&A -
"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."
Larry Weiss PRESIDENT -
"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."
Kevin Bailey DIRECTOR CONSULTING -
"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."
John Luxton STRATEGIST & EXEXUTOR
Resources

The Quickest Way to Offer Exit Planning.
Learn about each deliverable required for each stage of a client engagements and how to create them easily and consistently.
Get the Exit Planning Starter Kit
Includes editable PowerPoint deck, Business Valuation Exit Planning Proposal, and Client Facing Brochure.
How Leading Asset Management Firm Grew Exit Planning Revenue 400%
Frequently Asked Questions
What is exit planning software? And why do advisors need it?
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.
How does Maus help me attract high-net-worth business owners?
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.
Is Maus easy to integrate into my existing practice?
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.
What security measures does Maus have in place to protect client data?
Maus is SOC 2 certified, meeting rigorous security standards to safeguard your clients' sensitive information and ensure compliance with industry regulations.
Can Maus receive approval from strict compliance departments?
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.
Get Started Today
Ready to take your exit planning services to the next level? Join the largest community of CEPAs in the world, by using Maus Exit Planning Software to grow your practice and deliver unmatched results for your clients.
See how Maus can transform the way you approach exit planning. Schedule a discovery call today!
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