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Planning for retirement can feel overwhelming, but the 7 Percent Rule offers a simple and effective strategy to ensure financial stability in your...
EXIT PLANNING SOFTWARE FOR FINANCIAL ADVISORS
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exit planning
Which Business Valuation and Exit Planning Software Do Financial Advisors Use?
Learn what business valuation and exit planning software financial advisors use, what features matter most, and how firms can standardize recurring...
Shaun Savvy
May 3, 2026
cepa
CEPA Tools and Software: What Advisors Need After Certification
Learn what CEPA advisors need after certification, from assessments and planning tools to software that supports repeatable exit-planning delivery,...
Shaun Savvy
Apr 24, 2026
exit planning
How to Prepare a Business for Sale Without Killing Growth
Learn how to prepare a business for sale without slowing momentum. See how to reduce owner dependence, strengthen financials, protect growth, and...
Shaun Savvy
Apr 17, 2026
exit planning
How Much Does Exit Planning Software Cost for Financial Advisors?
Learn how much exit planning software costs, what affects pricing, and how Maus pricing compares for financial advisors building scalable exit...
Shaun Savvy
Apr 10, 2026
cepa
What is a CEPA? Certified Exit Planning Advisor
You may have heard of a Certified Exit Planning Advisor (CEPA). But what is a CEPA? A CEPA is a professional who specializes in helping...
Shaun Savvy
Apr 10, 2026
Retirement
50 Inexpensive Hobbies for Retirees
In this blog post, we will explore 50 inexpensive hobbies for retirees that can help you stay busy and happy without breaking the bank.
Shaun Savvy
Apr 10, 2026
exit planning
How Much Does Exit Planning Software Cost for Financial Advisors?
Learn exit planning software costs, pricing, and how Maus pricing compares for financial advisors, CEPAs, and firms building scalable exit planning...
Shaun Savvy
Mar 26, 2026
strategic planning
Exit Planning Software Comparison: Which Platform Is #1?
Compare the top exit planning software platforms for advisors and business owners. See how Maus, BizEquity, Capitaliz, ValuSource, and Unbroker...
Shaun Savvy
Mar 18, 2026
exit planning
Exit Planning Software vs. Succession Planning Software for Advisors
Compare exit planning software vs. succession planning software for financial advisors. Learn the differences, when each applies, and why Maus...
Shaun Savvy
Mar 8, 2026
cepa
What is a Certified Business Exit Consultant (CBEC)?
Learn what a Certified Business Exit Consultant (CBEC) is, how the certification works, how it compares to CEPA and CExP, and how CBEC-trained...
Shaun Savvy
Feb 22, 2026
cepa
What is a Certified Exit Planner (CExP)?
Learn what a Certified Exit Planner (CExP) is, how the three-part certification works, what topics the course covers, and how CExPs use tools like...
Shaun Savvy
Feb 15, 2026