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exit planning
Remembering Peter Christman
Explore Peter Christman's visionary contributions and legacy. A lasting impact on the field of exit planning.
EXIT PLANNING SOFTWARE FOR FINANCIAL ADVISORS
The latest exit planning news & commentary
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Maus dedicates our 20+ years of exit planning expertise to keeping the community informed and prepared.
Certified Exit Planning Advisors: Maus for CEPAs
Implement your CEPA designation from the Exit Planning Institute with Maus to grow your practice. Exit Planning Advisors, Maus for CEPAs
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Aug 6, 2024
business advisory
CEPA Client Acquisition and Fee Structuring
Discover the secrets to pricing services as a Certified Exit Planning Advisor (CEPA). Structuring fees, tools, attracting clients, and more
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May 26, 2024
Maus Software Announces Strategic Partnership with Exit Planning Institute
Maus Software, a leader in the exit planning software industry, is proud to announce a strategic partnership with the Exit Planning Institute
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Apr 19, 2024
advisory software
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...
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Dec 9, 2023