Maus for CEPAs
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“The Maus Exit Planning tools are a highly impressive, effective and “must have” suite of tools for any Advisor offering Exit & Succession planning services, serious on building a profitable practice.”
Exit Planning Institute
Maus fundimentally contributed to the Value Acceleration Methodology (VAM) during its inception, and has grow with the Exit Planning Institute to provide the ultimate Exit Planning software platform. No other platform in the world integrates seamlessly with VAM. For CEPAs who are serious about success, the choice is simple.
Get The Ultimate CEPA Integration
If you're a Certified Exit Planning Advisor - CEPA, simply fill out the form below and receive the guide at no cost to you!
Designed for CEPA's
For over 30 years Maus has been the backbone for advisors, consultants and coaches to automate and scale their practices. Leveraging our easy to use software sets you on the course for serious growth and enriched client relationships. Maus aligns to CEPA methodologies and value acceleration methodology that you learned in the cepa course, so you’re ready to go!
Change the game
Maus software for cepas is mapped to what the Exit Planning Institute call the triggering event. You will find it intuitive and easy to use.
Email your clients the assessments or conduct a business owner interview leveraging the ready made questions and scoring on a simple 1 to 6 scale.
You have the functionality to customize the questions and reporting outputs completely. Build in your own questions or tailor the questions for a vertical market.
30 simple questions over 4 categories to determine how attractive the business is to potential investors.
121 deep dive value driver questions across 22 categories used to identify and risk factors that could potential devalue a business at the time of due diligence.
Long and short format versions to determine how prepared an owner is from a welfare and wellbeing perspective for life after exit.
Short and long format versions to ensure the owner is financial prepared to maximize net proceeds and lead a comfortable lifestyle post exit.
LIGHT THE WAY
Once you’ve completed the assessments, educate your client around Value Enhancement and demonstrate their business ValueGap based on their results. Compare current value to potential future value and demonstrate your return on investment proposition with visual gap analysis and prioritized action plan reports that will wow your business owner clients.
Stunning results
Maus Masterplan will help you, the CEPA, develop a clear strategic plan and stunning investor pitch deck for your client to help them move the needle and get their revenue and profit drivers ticking over.
Produce your clients financial forecasts, competitor, customer and SWOT analysis. The software is integrated with milestones and projects
Easily import financials from Quickbooks and Zero and produce a forecast for your clients P&L and Cashflow for the next 12month to 5 years automatically.
Who are your clients key customers. What are their needs and wants? How well does your client satisfy customers needs compared to their competitors.
Identify your clients' key competitors, what they do better vs. what your client does better. What their product/service differences and price points are.
What are your clients internal strengths and weaknesses and external opportunities and threats? What do these all mean for the organization?
A high value solution
All CEPA’s want to know how to take a one off consulting fee and turn it into an ongoing recurring revenue model.
Maus has you covered with built in KPI Dashboards & milestones and projects manager to easily quarterback the implementation of your prioritized action plan over 30 – 90 days sprints.
Client key metrics, achievements and obstacles are all here. Holding the team accountable for implementing their action items from their exit and strategic plans has never been easier. Grant your clients access and delegate the de-risking and value enhancement actions to the business owner, their staff and other advisors you collaborate with during the engagement. It's powerful and easy to put your CEPA certification to work!
Trusted by
Maus is the key to growth and it's quick and easy to get started, but don't take our word for it, here's what our satisfied clients are saying
Peter Christman was a foundational pillar in the exit planning community and a co-founder of the Exit Planning Institute (EPI). His visionary contributions to the industry and advisory at large have left a lasting legacy that will act as a … Read More
Are you interested in getting CEPA certification, and wondering what the CEPA Exam Pass Rate is? If you are an entrepreneur looking to enhance your skills and knowledge in exit planning, understanding the pass rate of the Certified Exit Planning … Read More
Contact us today to learn how Maus can unlock the true potential of your CEPA certification!
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