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Strategic Planning

THE EXIT PLANNING SUMMIT

2025 Exit Planning Summit + Maus

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

How Inflation Impacts Your Retirement Withdrawals

How Inflation Impacts Your Retirement Withdrawals (& What to Do About It)

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

Conservative Retirement with the 4 Percent Rule

Conservative Retirement with the 4 Percent Rule

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

7 percent rule in retirement planning

Simplify Your Retirement with the 7 Percent Rule

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

The Role of Family Members in Business Succession Planning

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

What Is a Buy-Sell Agreement

What Is a Buy-Sell Agreement?

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

Startup Exit Strategy

Startup Exit Strategy: A Comprehensive Guide to Planning for Success

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

What Is an Exit Strategy in Business

What Is an Exit Strategy in Business?

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

Business Estate Planning vs Exit Planning Key Differences Explained

Business Estate Planning vs Exit Planning: Key Differences Explained

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

How to Start an Estate Planning Practice: Financial Advisors

How to Start an Estate Planning Practice: Financial Advisors

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