--- title: Exit Planning Software Pricing for Financial Advisors | Maus description: Explore Maus exit planning software pricing for financial advisors. Compare Attract, Engage, and Build plans to find the right fit for your firm. --- [![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 --- ](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 --- ](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 --- ](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) RESOURCES ## Educational Content --- [**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 --- [**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 --- [**Who We Are** ](https://maus.com/about-us?hsLang=en) [**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) DELIVER STANDOUT EXIT PLANNING ADVICE # Exit Planning Software Pricing for Financial Advisors ## **Simple, Transparent Pricing.** Our subscription model is designed to serve firms and practices of all sizes, and serve clients at all wealth levels. We offer pricing packaged around unlimited clients and how you want to use Maus whether to Attract, Engage or Build client businesses, with no surprises. ![Maus-Pricing-Header-1-8](https://maus.com/hubfs/Faux%20Screenshots%202025/Maus-Pricing-Header-1-8.png)   Industry-Leading Exit Planning Software for Firms of All Sizes **Maus Exit Planning Software Pricing ** #### ![Maus-Attract-Exit-Planning-Software](https://maus.com/hubfs/Maus-Attract-Exit-Planning-Software.svg) ## ATTRACT Client Acquisition ### $299/mo **Unlimited Prospects** Generate high-quality leads and convert them into clients with our comprehensive digital marketing solution. --- - ![Checkmark](https://maus.com/hubfs/Imported%20sitepage%20images/Checkmark.svg) Done-for-you social media posts and email campaigns - ![Checkmark](https://maus.com/hubfs/Imported%20sitepage%20images/Checkmark.svg) Custom landing pages optimized for conversions - ![Checkmark](https://maus.com/hubfs/Imported%20sitepage%20images/Checkmark.svg) Lead generation, qualification and scoring tools - ![Checkmark](https://maus.com/hubfs/Imported%20sitepage%20images/Checkmark.svg) Personalized email automations with your business details [GET STARTED ](https://maus.com/bookademo?hsLang=en) #### ![Maus-Engage-Exit-Planning-Software](https://maus.com/hubfs/Maus-Engage-Exit-Planning-Software-1.svg) ## ENGAGE Client Engagement ### $399/mo **Unlimited Clients** Strengthen and expand client relationships, deliver impactful, personalized advice and valuable deliverables. --- - ![Checkmark](https://maus.com/hubfs/Imported%20sitepage%20images/Checkmark.svg) Client Discovery for key business drivers and goals - ![Checkmark](https://maus.com/hubfs/Imported%20sitepage%20images/Checkmark.svg) Business Attractiveness and Readiness assessments - ![Checkmark](https://maus.com/hubfs/Imported%20sitepage%20images/Checkmark.svg) Owner Readiness Assessments to measure personal financials - ![Checkmark](https://maus.com/hubfs/Imported%20sitepage%20images/Checkmark.svg) Project Pilot to organize tasks and track progress [GET STARTED ](https://maus.com/bookademo?hsLang=en) #### ![Maus-Attract-Exit-Planning-Software](https://maus.com/hubfs/Maus-Build-Exit-Planning-Software.svg) ## BUILD Project & KPIs ### $499/mo **Unlimited Clients** All of Engage, plus: Streamline operations and drive growth with project management and KPI dashboard.  --- - ![Checkmark](https://maus.com/hubfs/Imported%20sitepage%20images/Checkmark.svg) Build a Strategic Plan to drive business growth - ![Checkmark](https://maus.com/hubfs/Imported%20sitepage%20images/Checkmark.svg) KPI dashboard for meaningful performance insights at a glance - ![Checkmark](https://maus.com/hubfs/Imported%20sitepage%20images/Checkmark.svg) QuickBooks and Xero Integrations easily keeps financials up-to-date [GET STARTED ](https://maus.com/bookademo?hsLang=en) ``` INCLUDED WITH ALL ENGAGE AND BUILD SUBSCRIPTIONS ``` ## LAUNCH Advisor Success Enablement  **What is Launch: Advisor Success Enablement?** It's a powerful solution that includes live one-on-one coaching with a practicing Certified Exit Planning Advisor with hundreds of successful practices launched. Launch gives you what you need to succeed in exit planning, including the structure, tools, and positioning to turn into a scalable advisory offering, starting with your very first client.  --- - ![Checkmark](https://maus.com/hubfs/Imported%20sitepage%20images/Checkmark.svg) Exit Planning Foundation – Foundational training tailored for financial advisors. Understand core exit concepts and how to position exit planning within your existing advisory model. - ![Checkmark](https://maus.com/hubfs/Imported%20sitepage%20images/Checkmark.svg) Go-to-Market Strategy – Includes four 1-on-1 coaching sessions that includes positioning and pricing, structuring your offer, and defining your deliverables - ![Checkmark](https://maus.com/hubfs/Imported%20sitepage%20images/Checkmark.svg) Engagement Design – Create a repeatable engagement structure designed for efficiency. Learn the process to deliver exit planning engagements. - ![Checkmark](https://maus.com/hubfs/Imported%20sitepage%20images/Checkmark.svg) Platform Training – Learn how to configure clients, generate deliverables, and use Maus to deliver professional, data-driven outputs with minimal manual effort. - ![Checkmark](https://maus.com/hubfs/Imported%20sitepage%20images/Checkmark.svg) Client Engagement – Includes done-for-you presentations, talk tracks, and handouts. It also provides guidance on how to lead conversations with business owners, speaking their language with confidence. [GET STARTED ](https://maus.com/bookademo?hsLang=en) ![Stacy Kuxhausen ](https://maus.com/hs-fs/hubfs/Stacy%20Kuxhausen%20.png?width=192&height=192&name=Stacy%20Kuxhausen%20.png) ### We chose the leading exit planning solution in the world. "We needed a platform capable of providing transparency at every stage of the client engagement leading up to an exit. We now consider Maus an essential tool to manage our business owner clients." – Stacy Kuxhausen ## Comparison Table - ### ATTRACT Social - ### ENGAGE - ### BUILD | | ### ATTRACT Social #### $299/mo Ramp your exit planning practice with our done-for-you digital marketing solution. [GET STARTED ](https://maus.com/bookademo?hsLang=en) | ### ENGAGE #### $399/mo Engage delivers business valuations, readiness assessments, and action plans to accelerate client value. [GET STARTED ](https://maus.com/bookademo?hsLang=en) | ### BUILD #### $499/mo For value advisors with an existing book of business. Includes financial integration and more.  [GET STARTED ](https://maus.com/bookademo?hsLang=en) | | --- | --- | --- | --- | | Client Acquisition | | | | | Email & Social Media Marketing Automate your marketing with scheduled email campaigns and social media posts, keeping you top of mind with professionally designed content. Now you can stay focused while Attract handles distribution, boosting engagement and driving conversions. | ![Checkmark](https://maus.com/hubfs/Imported%20sitepage%20images/Checkmark.svg) | | | | CRM for Exit Planning Pipeline Effortlessly track interactions, monitor prospect pipelines, and analyze data-driven insights—all in one place. Stay organized, never miss an opportunity with a system designed for easy client management. | ![Checkmark](https://maus.com/hubfs/Imported%20sitepage%20images/Checkmark.svg) | | | | Stocked Marketing Library Gain instant access to professionally designed social media posts, email templates, and downloadable content—all turnkey and ready to go. Save time and effort begin consistently engaging prospects and clients fast. | ![Checkmark](https://maus.com/hubfs/Imported%20sitepage%20images/Checkmark.svg) | | | | ScoreYourBusiness Lead Magnet ScoreYourBusiness – Attract high-value leads with an interactive assessment that helps business owners understand their readiness—and why they need you. | ![Checkmark](https://maus.com/hubfs/Imported%20sitepage%20images/Checkmark.svg) | | | | Prospect Scoring Identify the most promising opportunities with automated scoring. Advanced Scoring Criteria: Evaluate prospects based on their business potential and readiness for exit planning. Prioritize with Confidence: Focus your efforts on leads that are most likely to convert into high-value clients. | ![Checkmark](https://maus.com/hubfs/Imported%20sitepage%20images/Checkmark.svg) | | | | Prospect Management Stay organized and proactive with streamlined prospect management tools. Centralized Data: Keep all prospect details in one place for quick access. Automated Follow-Ups: Schedule timely communications to nurture leads and move them through the funnel. | ![Checkmark](https://maus.com/hubfs/Imported%20sitepage%20images/Checkmark.svg) | | | | Turnkey Marketing | | | | | Automated Social Posts Stay consistently visible without lifting a finger. With Attract+, we schedule and publish professionally crafted social media posts on your behalf, ensuring your brand remains top of mind while you focus on what matters most—growing your business. | ![Checkmark](https://maus.com/hubfs/Imported%20sitepage%20images/Checkmark.svg) | | | | Custom Landing Page Convert more visitors into leads with a high-impact, professionally designed landing page tailored to your business. Optimized for engagement and lead capture, your custom page ensures prospects take action, helping you grow your pipeline effortlessly. | ![Checkmark](https://maus.com/hubfs/Imported%20sitepage%20images/Checkmark.svg) | | | | Email Sequence Nurture leads with a fully managed email sequence designed to guide prospects through the buyer’s journey. Our expertly written campaigns keep you connected, delivering the right message at the right time—automatically. | ![Checkmark](https://maus.com/hubfs/Imported%20sitepage%20images/Checkmark.svg) | | | | Segment Contacts Maximize engagement with strategic audience segmentation. Attract+ organizes your contacts into targeted groups based on behavior and demographics, allowing for more personalized marketing that increases conversions. | ![Checkmark](https://maus.com/hubfs/Imported%20sitepage%20images/Checkmark.svg) | | | | Migrate Existing Contacts Transition seamlessly with hassle-free contact migration. We import and organize your existing contact list into the Attract platform, ensuring a smooth setup so you can start marketing without delays. | ![Checkmark](https://maus.com/hubfs/Imported%20sitepage%20images/Checkmark.svg) | | | | Client Discovery | | | | | Business Goals Deepen your connections with business owner clients by becoming their go-to advisor for strategic planning, positioning yourself as a vital partner in their success. | | ![Checkmark](https://maus.com/hubfs/Imported%20sitepage%20images/Checkmark.svg) | ![Checkmark](https://maus.com/hubfs/Imported%20sitepage%20images/Checkmark.svg) | | Personal Goals Help business owners grow their most significant asset—their business, which represents 80% of their total net worth. Strengthen your role as the advisor they trust to secure and enhance their financial future. | | ![Checkmark](https://maus.com/hubfs/Imported%20sitepage%20images/Checkmark.svg) | ![Checkmark](https://maus.com/hubfs/Imported%20sitepage%20images/Checkmark.svg) | | Value Gap Assessment Position yourself as the advisor at the center of your client’s business transition, ensuring a smooth and successful liquidity event while keeping you top of mind when managing post-exit wealth. | | ![Checkmark](https://maus.com/hubfs/Imported%20sitepage%20images/Checkmark.svg) | ![Checkmark](https://maus.com/hubfs/Imported%20sitepage%20images/Checkmark.svg) | | Wealth Gap Assessment Deliver professional, high-quality reports tailored to business owners, including valuations, exit readiness assessments, and personal financial readiness insights, building trust through actionable advice. | | ![Checkmark](https://maus.com/hubfs/Imported%20sitepage%20images/Checkmark.svg) | ![Checkmark](https://maus.com/hubfs/Imported%20sitepage%20images/Checkmark.svg) | | Business Assessments | | | | | Business Attractiveness Evaluate how appealing your client's business is to potential buyers to identify areas for increasing its marketability. Equip your clients with actionable insights to make their business more desirable in the marketplace. | | ![Checkmark](https://maus.com/hubfs/Imported%20sitepage%20images/Checkmark.svg) | ![Checkmark](https://maus.com/hubfs/Imported%20sitepage%20images/Checkmark.svg) | | Business Readiness Assess your client's operational readiness for a successful exit to uncover key areas requiring improvement. Provide your clients with a roadmap to ensure a smooth transition and maximize their exit outcomes. | | ![Checkmark](https://maus.com/hubfs/Imported%20sitepage%20images/Checkmark.svg) | ![Checkmark](https://maus.com/hubfs/Imported%20sitepage%20images/Checkmark.svg) | | Business Action Plan Generate a personalized, step-by-step action plan based on assessment results to drive business improvements. Save time by delivering your clients a clear path to increase value and readiness for exit. | | ![Checkmark](https://maus.com/hubfs/Imported%20sitepage%20images/Checkmark.svg) | ![Checkmark](https://maus.com/hubfs/Imported%20sitepage%20images/Checkmark.svg) | | Value Range Provide an accurate value range for your client's business, leveraging assessment data and industry benchmarks. Instill confidence in your clients with data-driven valuations that guide their exit planning decisions. | | ![Checkmark](https://maus.com/hubfs/Imported%20sitepage%20images/Checkmark.svg) | ![Checkmark](https://maus.com/hubfs/Imported%20sitepage%20images/Checkmark.svg) | | Shareholder Assessments | | | | | Personal Readiness Provide an accurate value range for your client's business, leveraging assessment data and industry benchmarks. Instill confidence in your clients with data-driven valuations that guide their exit planning decisions. | | ![Checkmark](https://maus.com/hubfs/Imported%20sitepage%20images/Checkmark.svg) | ![Checkmark](https://maus.com/hubfs/Imported%20sitepage%20images/Checkmark.svg) | | Financial Readiness Guide your clients in determining whether their financial resources meet their post-exit needs, helping them achieve financial independence and peace of mind. | | ![Checkmark](https://maus.com/hubfs/Imported%20sitepage%20images/Checkmark.svg) | ![Checkmark](https://maus.com/hubfs/Imported%20sitepage%20images/Checkmark.svg) | | Personal Action Plan Provide your clients with a clear, actionable roadmap to address their readiness gaps, making progress measurable and exit planning more effective. | | ![Checkmark](https://maus.com/hubfs/Imported%20sitepage%20images/Checkmark.svg) | ![Checkmark](https://maus.com/hubfs/Imported%20sitepage%20images/Checkmark.svg) | | Shareholder Insight Reports Deliver aggregated assessment insights for all shareholders, helping your clients align on priorities and plan collaboratively for a successful exit | | ![Checkmark](https://maus.com/hubfs/Imported%20sitepage%20images/Checkmark.svg) | ![Checkmark](https://maus.com/hubfs/Imported%20sitepage%20images/Checkmark.svg) | | Project Management | | | | | Create Projects Deliver aggregated assessment insights for all shareholders, helping your clients align on priorities and plan collaboratively for a successful exit | | ![Checkmark](https://maus.com/hubfs/Imported%20sitepage%20images/Checkmark.svg) | ![Checkmark](https://maus.com/hubfs/Imported%20sitepage%20images/Checkmark.svg) | | Manage Tasks Create individualized tasks for business owners, your team and their team, tracking progress and managing accountability | | ![Checkmark](https://maus.com/hubfs/Imported%20sitepage%20images/Checkmark.svg) | ![Checkmark](https://maus.com/hubfs/Imported%20sitepage%20images/Checkmark.svg) | | Strategic Planning | | | | | Business Overview Empower your clients to identify opportunities for growth and develop a clear strategic direction to maximize business value pre-exit. | | | ![Checkmark](https://maus.com/hubfs/Imported%20sitepage%20images/Checkmark.svg) | | Market Overview Analyze the business' active markets, consider customer needs, review competitors in the market and conduct a SWOT analysis | | | ![Checkmark](https://maus.com/hubfs/Imported%20sitepage%20images/Checkmark.svg) | | Goals & Strategies Discuss the business and share holder goals, establish a strategic framework for these goals, and create accountable actions | | | ![Checkmark](https://maus.com/hubfs/Imported%20sitepage%20images/Checkmark.svg) | | Financial Analysis Review Imported financial data from Quickbooks Online to project the business' financials and project forward, creating financial targets to accelerate the businesses growth | | | ![Checkmark](https://maus.com/hubfs/Imported%20sitepage%20images/Checkmark.svg) | | Performance Analysis | | | | | Quickbooks Integration Import financial data directly from Quickbooks Online to measure financial progress against strategic goals and KPIs | | | ![Checkmark](https://maus.com/hubfs/Imported%20sitepage%20images/Checkmark.svg) | | Financial KPIs Provide real-time visibility into critical financial performance metrics, enabling informed decisions that enhance business value. | | | ![Checkmark](https://maus.com/hubfs/Imported%20sitepage%20images/Checkmark.svg) | | Non-Financial KPIs Create and manage non financial KPIs, creating a wholistic view of the business ensuring complete coverage and maximum value enhancement | | | ![Checkmark](https://maus.com/hubfs/Imported%20sitepage%20images/Checkmark.svg) | | Strategic Progress Report Showcase measurable progress with detailed financial data, reinforcing the impact of your advisory services on your clients’ strategic goals. | | | ![Checkmark](https://maus.com/hubfs/Imported%20sitepage%20images/Checkmark.svg) | |   | | | | # Set up a time to talk specifics for your firm. [SCHEDULE A TIME ](https://maus.com/bookademo?hsLang=en)             MORE THAN EXIT PLANNING SOFTWARE ## A Complete Exit Planning Solution. Maus is the full-service exit planning platform designed to streamline your process, support your clients, and elevate your practice. ![codepen (1)](https://maus.com/hubfs/codepen%20(1).svg) ### How we support your clients - Generate branded, data-driven deliverables instantly - Automate document creation for valuations, readiness, and financial projections - Visualize exit scenarios with comparative modeling ![activity (1)](https://maus.com/hubfs/activity%20(1).svg) ### How we support you and your team - Build your offer in-product and consistently deliver it to clients - Easy onboarding & ongoing support for your team - Continued education from Maus Academy ![pen (1)](https://maus.com/hubfs/pen%20(1).svg) ### How we fit into your firm - Complete your service offering by adding exit planning - Easily scale by adding additional advisors who can collaborate - Unlimited clients for ultimate scalability ![database (1)](https://maus.com/hubfs/database%20(1).svg) ### How we support broker dealers and large firms - AICPA SOC 2 Type 2 Compliance Certified - Centrally define access policies and permissions - 256-bit AES Secure Encryption [GET STARTED ](https://maus.com/bookademo?hsLang=en) ## FAQ ### How does Maus's pricing work? All of our products are priced per advisor with unlimited leads and clients. An advisor is a person who conducts the engagement with the client. We do offer discounts for larger firms with multiple advisors. ### Can I combine Attract with either Engage or Build? Absolutley. Attract/Attract+ can be used standalone if you just need marketing services. But it pairs very well with either the engage or build subscription ### Do I need Engage + Build? No. You should select either Engage or Build depending on your needs Notably evertyhing included in Engage is also included with Build (see the product chart above) ### How do I get started? Just use one of the "Book Discovery" call buttons to setup a personalized discovery call where we'll discuss your particular needs and setup a time for a demo. ### Is training available for new users? Absolutely. In addition to our Maus Academy training videos, we also offer personalized onboarding with one of our Customer Success Managers. ### Is Maus approved by my firm? Very possibly! We're adding new firms to our approved list all the time. Book a discovery call and we'll check your approval status. ### What are the terms? Our subscriptions include a 12 month minimum commitment. We also offer a "30-day money back guarantee" in the event you thought the software wasn't a fit. The fine print? You have to complete your onboarding with our team. Trusted by Advisors Across Wealth Management - [![light-ubs-logo](https://maus.com/hubfs/light-ubs-logo.svg) ](https://maus.com/pricing#) - ![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/pricing#) - [![Cambridge investment research](https://maus.com/hubfs/Cambridge%20investment%20research.svg) ](https://maus.com/pricing#) - ![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/pricing#) - [![light-first-national-logo](https://maus.com/hubfs/light-first-national-logo.svg) ](https://maus.com/pricing#) - [![light-rocg-logo](https://maus.com/hubfs/light-rocg-logo.svg) ](https://maus.com/pricing#) - [![light-sbdc-logo](https://maus.com/hubfs/light-sbdc-logo.svg) ](https://maus.com/pricing#) - ![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.