Launch

Advisor Success Enablement for Exit Planning Practices

Go to Market with the Leading Coaching Program in Exit Planning

Launch by Maus Software is a strategic coaching and enablement program designed to help financial advisors, wealth managers, and CEPAs build and operationalize an exit planning practice.

Through one-on-one coaching, operational frameworks, and technology enablement, Launch equips advisors with the structure, confidence, and positioning needed to deliver meaningful value to business owners before a liquidity event occurs.

Launch helps advisors expand beyond traditional portfolio management by integrating exit planning, and pre-liquidity HNW client engagement into their practice.

BUILD YOUR EXIT PRACTICE

Why Launch Matters for Financial Advisors

Many advisors recognize the opportunity in serving business owner clients, but struggle to operationalize exit planning.

Common challenges include:

Knowing how to start exit planning conversations
Structuring a repeatable advisory process
Clearly communicating the value of exit planning
Integrating planning beyond investment management
Positioning themselves earlier in the pre-liquidity window

Launch solves this by providing structured coaching, frameworks, and implementation support specifically designed for advisors.

The result: a clearer advisory offering, stronger client relationships, and a more differentiated practice.

LEARN MORE

Exit Planning Foundation

Foundational training tailored for financial advisors.Understand core exit concepts and how to position exit planning within your existing advisory model.

Go-to-Market Strategy

Includes four 1-on-1 coaching sessions:Refine your positioning and pricingStructure your offerDefine your Deliverables

Engagement Design

A repeatable engagement structure designed for efficiency. Learn the process to deliver exit planning engagements.

A CLOSER LOOK AT

What Launch Helps Advisors Achieve

Launch is designed to help advisors move from interest in exit planning to operational execution.

Advisors who complete Launch gain the ability to:

Position themselves as a trusted advisor to business owners
Integrate exit planning into their advisory model
Create structured client engagement processes
Communicate clear value and outcomes to clients
Build deeper relationships before major liquidity events

This allows advisors to engage business owners earlier, deeper, and more strategically.

GET STARTED

Attract

Whether you are just starting out, or have an existing practice that you would like to grow, attract is the purpose built, digital marketing solution that draws new clients to you

Engage

If you are a quarterback or a value advisor, engage is the foundational tool you need to implement value acceleration and harness the power of Inbound Advisory

Build

If you are a value advisor with an existing book of business, Build provides the tools you need to be even more effective and provide more value.

Educational Content

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Advisor Success Enablement for Exit Planning Practices

Go to Market with the Leading Coaching Program in Exit Planning