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THE #1 EXIT PLANNING SOFTWARE FOR FINANCIAL ADVISORS

Deliver standout exit planning advice

Become the most valued advisor

With Maus exit planning software for financial advisors, you can deepen client relationships, expand share of assets, and win new business by providing standout exit planning advice.

SCHEDULE A DISCOVERY CALL
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TRUSTED BY THE LARGEST NAMES ACROSS FINANCIAL SERVICES
 

Build and Grow Your Exit Planning Practice

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Build Longterm Relationships

Enroll owners in Exit Planning to deepen your relationship & gain insights into your highest net worth clients, positioning yourself as a vital partner in their success.

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Grow Your Clients' Largest Asset

Help business owners grow their most significant asset—their business, which represents 80% of their total net worth. Strengthen your role as the advisor they trust to secure and enhance their financial future.

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Own the Liquidity Event Process

Position yourself as the advisor at the center of your client’s business transition, ensuring a smooth and successful liquidity event while keeping you top of mind when managing post-exit wealth.

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Provide Data-Driven Insights and Reports

Deliver professional, high-quality reports tailored to business owners, including value range, exit readiness assessments, and personal financial readiness insights, building trust through actionable advice.

GROWTH, BUILT IN

Attract More Clients

Start the conversation with business owners long before they exit to:

  • Stand out for the crowd.
  • Let business owners know you do exit planning.
  • Establish your expertise and credibility as an authority in exit planning.
LEARN ABOUT ATTRACTING CLIENTS
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ENROLL CLIENTS IN YOUR PROCESS

Create Your Unique Offering

  • Build your own exit planning offering using our platform.
  • Enroll your clients in your unique exit planning workflow.
  • Automate value creation while you focus on what matters most.
  • Stay top of mind with business owners over time with automated engagement.
Build Your Offer
CONNECT WITH NEW HNW CLIENTS

Engage with Business Owners

Maus empowers financial advisors with data-driven assessments, valuation insights, and strategic guidance to help business owners and shareholders achieve a well-prepared and financially secure exit:

  • Quickly evaluate business attractiveness, readiness, and shareholder financial preparedness to guide exit planning discussions.
  • Take advantage of built-in industry multiple data to generate reliable business value reports, helping clients understand their financial position and exit potential.
  • Generate reports and action plans that guide business owners toward a profitable exit.
  • Ensure post-exit financial security by helping clients bridge the Wealth Gap—where they stand today and what they need the business to sell for to create a successful exit—giving them peace of mind.
SEE HOW WE MAKE IT POSSIBLE
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DEEPEN THE ENGAGEMENT

Build Additional Enterprise Value 

Business owners have extensive networks of peers and professionals. Maus keeps you front and center, creating opportunities to:

 

  • Gain a comprehensive view of financial and non-financial performance with automated QuickBooks integration, KPIs, and strategic progress tracking.
  • Easily define business goals, market positioning, and growth strategies with guided planning tools that enhance exit readiness.
  • Deliver clear, actionable reports that help clients understand their business value and the path to a successful exit.
  • Save time with automated financial analysis and reporting, allowing you to focus on high-value strategic guidance.
LEARN HOW TO BUILD MORE VALUE

What People are Saying About Their Experience

  • "Maus gave our team the structure and confidence to turn exit planning into a scalable revenue engine. In just one year, we grew our revenue by 400%, thanks to Maus.

    From prospecting to implementation, the platform delivers real results and a repeatable client experience. Maus has helped us deepen relationships with business owners and position us as the most trusted advisor in their financial success."

    Robbie White Maus-b
    Robbie White FINANCIAL PLANNER
    GET STARTED

  • “We wanted to go beyond tax returns, to guide business owners through growth, exit, and everything in between. Maus gave us the structure to scale advisory services with clarity and confidence. It transformed how we deliver value, helping us 5x revenue and expand nationally.

    With Maus, we built a practice that tells the story behind the numbers. and reshaped what’s possible for a CPA-led advisory firm.”

    Linda Hamilton Maus-8
    Linda Hamilton CPA, CGMA, CEPA, CPBA
    GET STARTED

  • "Maus Software brings 20 years of experience directly into its toolkit and resources, making it an incredibly valuable solution for building an advisory practice. The tools are practical, intuitive, and indispensable as you grow your services.

    What’s even more impressive is the ongoing investment in the user interface, it’s continually evolving to be even more user-friendly and effective. Maus earns a big tick from me for delivering both reliability and innovation."

    Rob Dorey Maus-8
    Rob Dorey ADVISORY DIRECTOR
    GET STARTED

  • “Helping business owners prepare for a successful exit requires clarity, structure, and the right tools. Maus provided exactly that. It brought elegance to the process, transforming uncertainty into actionable insight.

    In just one quarter, our advisory revenue grew fivefold. With Maus, we guide our clients with confidence and care, delivering results that are not only measurable, but truly meaningful.”

    Jill Areana Maus-8
    Jill Arena PRESIDENT, M&A
    GET STARTED

  • "Maus Software made launching my consulting practice seamless. As a certified advisor with Maus and the Exit Planning Institute, I’ve been able to deliver high-value discovery meetings and value enhancement projects from day one.

    Maus has streamlined my workflow, built my credibility, and empowered me to grow my practice quickly. I wouldn’t be where I am today without it."

    Larry Weiss Maus
    Larry Weiss PRESIDENT
    GET STARTED

  • "Maus Software combines proven tools into a polished, professional interface, with much of the 'mundane' work already done for you.

    The training resources, videos, webinars, and weekly online meetings, are tremendous, offering incredible value. And what truly stands out is the extraordinary support. In an era of call centers and AI, having real, responsive support via email and phone is a rare and invaluable asset."

    Kevin Bailey Maus
    Kevin Bailey DIRECTOR CONSULTING
    GET STARTED

  • "What I like most about Maus, Client Discovery is the profound effect it has on the recipient business owner. The psychology of asking a series of questions and having the owner answer them is not apparent until the report is generated. In my experience, many business owners are profoundly affected by having what they said reflected back at them. It is very engaging and makes it much easier to engage them with the subsequent products. This sh!t really works."

    John Luxton Maus
    John Luxton STRATEGIST & EXEXUTOR
    GET STARTED

Frequently Asked Questions

What about compliance?

Maus is already approved by many financial institutions, and that list is growing all the time. We take compliance seriously, making sure our platform meets industry standards and keeps your data secure. If you’d like the details on how we align with your institution’s requirements, let’s set up a discovery session—we’d be happy to walk you through it.

What does it take to get started?

Getting started with Maus is simple. We provide an easy onboarding process and access to Maus Academy, where you’ll find training to help you get up and running right away. It all starts with a discovery call, where we’ll learn about your needs and walk you through how Maus can fit into your practice

Is Maus Exit Planning Software affordable?

Maus is designed to be an affordable and high-value solution for financial advisors. Our pricing is structured to fit firms of all sizes, providing powerful exit planning tools at a great price. Want to see how it fits your needs? Check out our pricing page to learn more.

What kind of training and onboarding do you offer?

We make getting started with Maus easy. Our onboarding process includes guided setup to help you integrate Maus into your workflow quickly. Plus, we offer training through Maus Academy, where you’ll find step-by-step courses, video tutorials, and resources to ensure you get the most out of the platform.

Can Maus receive approval from strict compliance departments?

Maus has successfully met the compliance standards of some of the largest and most respected broker-dealers worldwide. Purpose-built for financial advisors, Maus is designed with compliance at its core, ensuring alignment with the technical and regulatory requirements necessary for approval and ongoing adherence.

 
 
 
 
 
THERE'S NO BETTER TIME

Get Started Today

Ready to take your exit planning services to the next level? Join the largest community of CEPAs in the world, by using Maus Exit Planning Software to grow your practice and deliver unmatched results for your clients.

See how Maus can transform the way you approach exit planning. Schedule a discovery call today!

GET STARTED