---
title: About Us - Who Is Maus
description: About Us - Who Is Maus
---

[![Maus Logo White](https://maus.com/hubfs/Maus%20Logo%20White.svg) ](https://maus.com/?hsLang=en)

OUR PRODUCTS

[![Maus-Attract-Exit-Planning-Software](https://maus.com/hubfs/Maus-Attract-Exit-Planning-Software.svg)Attract

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](https://maus.com/client-acquisition-attract?hsLang=en)

[Client Acquisition

Comprehensive done-for-you digital marketing solutions

](https://maus.com/client-acquisition-attract?hsLang=en)

[![Maus-Engage-Exit-Planning-Software-1](https://maus.com/hubfs/Maus-Engage-Exit-Planning-Software-1.svg)Engage

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](https://maus.com/client-engagement-engage?hsLang=en)

[Client Engagement

Automated, ongoing assessments, valuation notifications, and action items

](https://maus.com/client-engagement-engage?hsLang=en)

[![Maus-Build-Exit-Planning-Software](https://maus.com/hubfs/Maus-Build-Exit-Planning-Software.svg)Build

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](https://maus.com/planning-kpis-build?hsLang=en)

[Strategic Planning & KPI Dashboard

Build a strategic plan and automate financial impact monitoring

](https://maus.com/planning-kpis-build?hsLang=en)

[TAILORED FOR YOU ](https://maus.com/software-for-financial-advisors?hsLang=en)

[PRICING ](https://maus.com/pricing?hsLang=en)

RESOURCES

## Educational Content

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[**Blog & News** ](https://maus.com/blog?hsLang=en)

[**Glossary** ](https://maus.com/exit-planning-glossary-terms?hsLang=en)

[**Case Studies** ](https://maus.com/case-studies?hsLang=en)

## Support & Media

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[**Support** ](https://maus.com/support?hsLang=en)

[**Knowledge Base** ](https://support.maus.com/knowledge/maus-software?hsLang=en)

[**Advisor Success Videos** ](https://maus.com/video?hsLang=en)

## About Us

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[**Who We Are** ](https://maus.com/about-us)

[**Partners** ](https://maus.com/partners?hsLang=en)

[Education ](https://maus-20463342.hs-sites.com/partners?hsLang=en#education-partners)

[Technology ](https://maus-20463342.hs-sites.com/partners?hsLang=en#technology-partners)

[ LOGIN ](https://app.maus.com/)

[ BOOK A CALL ](https://maus.com/bookademo?hsLang=en)

[ LOGIN ](https://app.maus.com/)

[ BOOK A CALL ](https://maus.com/bookademo?hsLang=en)

THE #1 EXIT PLANNING SOFTWARE FOR FINANCIAL ADVISORS

# Meet Maus

## **The Proven Exit Planning Solution**

We make exit planning simple. We’re dedicated to helping financial advisors, deliver differentiated advice, expand client relationships, win new business, and increase ongoing value by providing simplified, scalable exit planning to business owner clients.

 A PROVEN LEGACY, TAKEN TO THE NEXT LEVEL

### Exit Planning Build Out of Experience

Maus was born from real-world insight. As a serial entrepreneur, Aaron Stine saw how exit planning could unlock massive value — yet the process was disconnected and relied on spreadsheets, manual processes in outdated tools, and endless busywork. In 2021, Aaron took over Maus with a clear mission: simplify and automate exit planning. Make it available for every financial advisor so that the masses had reliable and repeatable outcomes.

Backed by Aaron and private equity firm Bomb Diggity Ventures, we assembled a best-in-class team from wealth management, tech, and enterprise software.

The result? A fresh, scalable approach to exit planning — built on expertise and designed for growth. 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, for advisors who demand more, and for clients who deserve the very best.

[GET STARTED ](https://maus.com/bookademo?hsLang=en)

![Maus-Exit-Planning-Software-14f](https://maus.com/hs-fs/hubfs/Maus-Exit-Planning-Software-14f.png?width=2000&height=2000&name=Maus-Exit-Planning-Software-14f.png "Maus-Exit-Planning-Software-14f")

## The Maus Vision

WHY

#### Meaningful Progress

Success is more than numbers — it’s impact. Maus gives advisors the tools to transform ambition into measurable progress, creating real value for clients while achieving professional fulfillment.

HOW

#### A Framework for Success

Clarity drives performance. Maus provides the structure to turn strategy into action—predictable, repeatable, and results-driven.

WHAT

#### A Roadmap for Growth

Exit planning is about more than transitions—it’s about guiding dreams. Maus, the **#1 exit planning platform for financial advisors**, empowers you to deliver lasting value and lead with confidence.

[GET STARTED ](https://maus.com/bookademo?hsLang=en)

LEADERSHIP

## Meet the Team

### ![aaron-stine-headshot-circle-1-2](https://maus.com/hs-fs/hubfs/Imported%20sitepage%20images/aaron-stine-headshot-circle-1-2.png?width=490&height=500&name=aaron-stine-headshot-circle-1-2.png)

### AaronStine

Chief Executive Officer

 

 

<https://www.linkedin.com/in/aaronjstine/>

### ![peter-kelsch-headshot-circle-1-2](https://maus.com/hs-fs/hubfs/Imported%20sitepage%20images/peter-kelsch-headshot-circle-1-2.png?width=500&height=500&name=peter-kelsch-headshot-circle-1-2.png)Peter Kelsch

Director of Marketing

 

 

<https://www.linkedin.com/in/peterkelsch/>

### ![jack-philips-headshot-circle-1-1](https://maus.com/hs-fs/hubfs/Imported%20sitepage%20images/jack-philips-headshot-circle-1-1.png?width=500&height=500&name=jack-philips-headshot-circle-1-1.png)Jack Phillips

Director of Operations

 

 

<https://www.linkedin.com/in/jack-phillips-a17642144/>

### ![dylan-walsh-headshot-circle-1](https://maus.com/hs-fs/hubfs/dylan-walsh-headshot-circle-1.png?width=317&height=317&name=dylan-walsh-headshot-circle-1.png)Dylan Walsh

Account Executive

 

 

<https://www.linkedin.com/in/dylan-walsh-maus/>

## Our Values

#### Respect & Trust

We treat everyone with dignity, extending trust and living up to the highest standards of reliability.

#### Honesty & Integrity

We value openness over short-term gains — if Maus isn’t the right fit for a prospect, we’ll say so.

#### Impact & Value

We focus on meaningful actions that genuinely improve our clients’ lives, measuring success by their growth and satisfaction.

#### Growth & Community

We cultivate purposeful expansion, fueled by our community’s positive momentum, while upholding unwavering trust and integrity.

[GET STARTED ](https://maus.com/bookademo?hsLang=en)

### 1992 - 2020

 1st Business Planning Software in the world •  
1st Exit Planning Software in the world •  
1st Cloud-based Business Advisory Solution in the world •

### 2021 - 2025

• Acquired by BDV, headquarters relocated to the U.S.  
• 1st Inbound Advisory Platform in the world  
• #1 Most Used Exit Planning Platform in the world  
• 1st Exit Planning Platform Built for Financial Advisors

[GET STARTED ](https://maus.com/bookademo?hsLang=en)

Trusted by Advisors Across Wealth Management

- [![light-ubs-logo](https://maus.com/hubfs/light-ubs-logo.svg) ](https://maus.com/about-us#)
- ![light-cetera-financial-logo](https://maus.com/hubfs/light-cetera-financial-logo.svg)
- [![Citizens securities logo](https://maus.com/hubfs/Citizens%20securities%20logo.svg) ](https://maus.com/about-us#)
- [![Cambridge investment research](https://maus.com/hubfs/Cambridge%20investment%20research.svg) ](https://maus.com/about-us#)
- ![1-exit-factor-logo](https://maus.com/hubfs/1-exit-factor-logo.svg)
- [![light-first citizens](https://maus.com/hubfs/light-first%20citizens.svg) ](https://maus.com/about-us#)
- [![light-first-national-logo](https://maus.com/hubfs/light-first-national-logo.svg) ](https://maus.com/about-us#)
- [![light-rocg-logo](https://maus.com/hubfs/light-rocg-logo.svg) ](https://maus.com/about-us#)
- [![light-sbdc-logo](https://maus.com/hubfs/light-sbdc-logo.svg) ](https://maus.com/about-us#)
- ![light-grant-thornton-logo](https://maus.com/hubfs/light-grant-thornton-logo.svg)
- ![light-fp-transitions-logo](https://maus.com/hubfs/light-fp-transitions-logo.svg)

### Get notified on the latest exit planning news

Be the first to know about new tools and knowledge from the fast-paced world of exit planning. 