We’re thrilled to announce that Maus Software will exhibit at the 2025 Exit Planning Summit, hosted by the Exit Planning Institute (EPI) and taking place May 4–6 at the Sunseeker Resort in Charlotte Harbor, Florida. As a proud EPI Preferred … Read More
Planning for retirement can be overwhelming, especially when rising costs threaten your long-term financial stability. Inflation impacts your retirement withdrawals, making it harder to sustain your retirement plan and maintain your lifestyle. Retirees risk running out of money faster than … Read More
Planning for retirement can feel overwhelming and even create retirement anxiety, but the 4 Percent Rule provides a more conservative approach to ensure financial stability in your golden years. By withdrawing 4% of your retirement savings in the first year … Read More
Planning for retirement can feel overwhelming, even create retirement anxiety, but the 7 Percent Rule offers a simple and effective strategy to ensure financial stability in your golden years. By withdrawing 7% of your retirement savings annually, you can create … Read More
Family businesses are the backbone of many economies, with deep-rooted values and traditions spanning generations. However, one of their most critical challenges is ensuring a smooth transition from one generation to the next. This process, known as family business succession … Read More
A buy-sell agreement, also known as a buyout agreement, is a legally binding contract that outlines how a partner’s share of a business will be reassigned if they decide to leave, retire, or pass away. In simpler terms, it acts … Read More
Every startup begins with a vision, but understanding how to exit strategically is as important as scaling successfully. A startup exit strategy is not just about walking away, it’s about creating a roadmap that maximizes value for founders, investors, and … Read More
An exit strategy in business is a business owner’s devise to sell, close, or transfer company ownership. It outlines the steps and processes needed to reduce or entirely end involvement in the business. Whether the aim is to sell to … Read More
Understanding the differences between business estate planning vs exit planning is essential for advisors offering comprehensive financial planning services. Introduction to the Concepts of Business Estate and Exit Planning Financial planning often requires understanding the nuances between different types of … Read More
Estate planning is a critical yet often overlooked component of financial advisory services. Understanding how to start an estate planning practice can differentiate a financial advisor from their peers and offer substantial value to clients. More than a third of … Read More
