EXIT PLANNING SOFTWARE FOR FINANCIAL ADVISORS

The latest exit planning news & commentary

Maus dedicates our 20+ years of exit planning expertise to keeping the community informed and prepared.

SCHEDULE ADVISOR DEMO

exit planning

Use this 2025–2026 exit readiness checklist to align goals, strengthen reporting, and prepare your business for a smooth, profitable transition.

Shaun Savvy Sep 4, 2025

exit planning

Learn why an exit planning transition team: CEPA, CPA, attorney & more boosts transferable value and ensures a smooth, successful

Shaun Savvy Aug 18, 2025

exit planning

Discover transferable value and 10 proven tactics to cut owner dependence, wow buyers, and ensure a high-multiple, regret-free exit.

Shaun Savvy Aug 5, 2025

exit planning

Achieve exit readiness—boost value, reduce risk, and ensure a smooth transition. Step-by-step 2025–2026 guide with checklists and free tools.

Shaun Savvy Jul 27, 2025

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