Exit Planning Advisors
Maus for CEPAs
Implement your CEPA certification from the Exit Planning Institute with Maus to grow your practice.
Maus captures what you learned in the CEPA certification program and turns it into an automated system for generating new client revenue.
“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.”
Get The Ultimate CEPA Integration
If you're a 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, so you're ready to go!
Change the game
The software 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.
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.
Maus Masterplan will help you 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
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!