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Author Archives: admin

Maus Remembers Peter Christman, an Exit Planning Legend

Remembering Peter Christman

Peter Christman was a foundational pillar in the exit planning community and a co-founder of the Exit Planning Institute (EPI). His visionary contributions to the industry and advisory at large have left a lasting legacy that will act as a … Read More

CEPA Client Acquisition and Fee Structuring

CEPA Client Acquisition and Fee Structuring

As a Certified Exit Planning Advisor (CEPA), understanding the intricacies of client acquisition and fee structuring is crucial for the growth and success of your practice. This guide explores the challenges and strategies to attract and convert clients, while effectively … Read More

Maus Software and The Exit Planning Institute Partnership

Maus Software Announces Strategic Partnership with Exit Planning Institute

Tampa, FL — April 11, 2024 — Maus Software, a leader in the exit planning software industry, is proud to announce a strategic partnership with the Exit Planning Institute (EPI), a leading authority in the field. This collaboration marks a … Read More

Business Consulting Niche

How Maus Software Empowered a Firm to Grow Its Business Advisory Department by 10X

“A Decade’s Growth in Two Years.” – William Robert Sterling, Founder Sterling & Co. Introduction: In the competitive landscape of U.S. financial services, Sterling & Co. CPA, a major accounting firm, faced a near “failure to launch” of their newly … Read More