Skip to content
Book a Discovery Call
Book a Discovery Call

Weiss Advisors - Harnessing Maus Software to Propel Business Advisory Services

Weiss_Advisors_maus_advisor_case_study_1_-1-8

Industry

Financial Services

Challenge

Weiss Advisors, led by a seasoned professional with a Certified Exit Planning Advisor certification, aimed to establish a robust advisory practice. Despite extensive experience and industry recognition, the firm encountered hesitation in conducting its first client engagement due to a lack of a systematic approach and the confidence to host initial triggering events for advisory services. As a process-oriented firm, particularly with a background in Lean Six Sigma, there was a clear need for a structured method that could guide client engagements from start to finish.

Results

In the first year alone, Weiss Advisors conducted over a dozen triggering events, secured further advisory service agreements with all clients, noted significant client satisfaction and business value enhancement, and developed a consistent and repeatable process that catered to diverse client needs.

Key Product

Maus - Enage, Maus - Attract, Maus - Build, Group Coaching

12+
Triggering Events
100%
Client Satisfaction
12
New Clients
High
Process Consistency

"Having three decades of business experience and my Certified Exit Planning Advisor (CEPA) designation, I faced my first client engagement with uncertainty. I understood the Value Acceleration Methodology but lacked the confidence and a clear path forward. It was Maus Software that equipped me with the essential tools to begin with assurance and provided the clear path I needed to grow my practice."

Larry Weiss

CEO, Weiss Advisors

“Larry has taken us through the Value Acceleration Process and in less than 90, we have created a Personal, Business, and Financial Plan that I believe will double my income, triple the value of my business, and significantly reduce the daily stress of running my business in less than 3 years. I encourage anyone who owns a private business and wishes to significantly increase their income and wealth to call Weiss Advisors to see how they can assist in achieving your dreams.”

James Gorgol

President, Distinctive Dental Studio Ltd.

Weiss_Advisors_maus_advisor_software_case_study-8

About Weiss Advisors

Larry Weiss, CPA(Ret), CEPA®, CPBA® and founder of Weiss Advisors, has a long, proven history and expertise in business development, operations, finance, sales, value acceleration, and exit planning. He is a CPA(Ret), Certified Exit Planning Advisors CEPA®, and Certified Professional Business Advisor CPBA® When it comes to accelerating your business value, transitioning, and exit planning, Larry spent the bulk of his career in roles doing exactly that for private, portfolio, and publicly held companies.

The Challenge

Weiss Advisors, despite its extensive expertise and industry recognition, faced a significant challenge in establishing a systematic approach for their advisory practice. The primary hurdle was the lack of confidence and a structured method to host initial triggering events for advisory services. As a firm grounded in Lean Six Sigma principles, Weiss Advisors needed a clear, repeatable process to guide client engagements from start to finish. 

The Solution

Weiss Advisors discovered Maus software, which provided the comprehensive suite of tools necessary to overcome their initial challenges. The software included personal and business assessments, report and PowerPoint assets, and additional assessment tools for various aspects of business value enhancement. Larry Weiss, CEO of Weiss Advisors, noted, 'Having three decades of business experience and my Certified Exit Planning Advisor (CEPA) designation, I faced my first client engagement with uncertainty. I understood the Value Acceleration Methodology but lacked the confidence and a clear path forward. It was Maus Software that equipped me with the essential tools to begin with assurance and provided the clear path I needed to grow my practice.'

Maus software emerged as the comprehensive solution, offering:

  • Personal and Business Assessments: Essential tools for initiating client engagements.
  • Report Generator: Facilitating clear communication of assessment results.
  • PowerPoint Assets: Aiding in the creation of professional presentations for triggering events.
  • Additional Assessment Tools: A suite of assessments available for various aspects of business value enhancement.

Implementation

The implementation of Maus software at Weiss Advisors was methodical:

  • Client Needs Analysis: Gathering critical background information and understanding business objectives and challenges.
  • Business Scan: Conducting thorough evaluations to identify areas for improvement.
  • Introduction of Key Concepts: Educating clients on Profit Gap, Value Gap, and Wealth Gap, and the potential for wealth enhancement.
  • Maus Exit Planning Software: Determining personal and business gaps and setting actionable roadmaps for the short and medium term.
  • Tailored Slide Decks: Personalizing presentations for each client to facilitate the Triggering Event.

The Results

With the implementation of Maus software, Weiss Advisors saw remarkable results in their first year. They conducted over a dozen triggering events, secured advisory service agreements with 100% of their clients, and noted significant client satisfaction. The use of Maus software enabled Weiss Advisors to develop a consistent and repeatable process that catered to diverse client needs. The high process consistency and the significant enhancement in business value were key indicators of the success brought by the software.

Conclusion

The case of Weiss Advisors exemplifies how targeted software solutions like Maus can transform the advisory landscape for practitioners. The ability to provide a structured, confident approach to business advisory has positioned Weiss Advisors as a key player in the industry, setting a precedent for future growth and client success.

Ready to get started?

SCHEDULE A CALL