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planning could unlock massive value — yet the process was disconnected and relied on spreadsheets, manual processes in outdated tools, and endless busywork.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.

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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.

LEADERSHIP

Meet the Team

aaron-stine-headshot-circle-1-2

AaronStine

Chief Executive Officer

 

 

michael-brady-headshot-circle-1-2Michael Brady

Director of Sales

 

 

peter-kelsch-headshot-circle-1-2Peter Kelsch

Director of Marketing

 

 

jack-philips-headshot-circle-1-1Jack Phillips

Director of Operations

 

 

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.

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

Trusted by Advisors Across Wealth Management