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Client Engagement

Automated, ongoing assessments, valuation notifications, and action items

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Build a strategic plan and automate financial impact monitoring
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Scale Your Practice Quicker

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TURN KEY DIGITAL MARKETING

Finding Clients

  • Unlock New Opportunities: Use Maus’s built-in tools to identify and engage business owners who need exit planning services.
  • Targeted Lead Generation: Attract high-value prospects with custom landing pages and lead magnets tailored to showcase your expertise.
  • Qualify Leads Quickly: Streamline your discovery process to focus on the most promising opportunities.
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ELIMINATE DISPARENT SOFTWARE TOOLS

Creating a Proposal

  • Professional Proposals, Simplified: Generate comprehensive, data-driven proposals that resonate with your clients.
  • Business Valuation Tools: Use our advanced valuation features to highlight potential opportunities and showcase your value from the first conversation.
  • Customizable Templates: Save time by using templates that can be tailored to meet the specific needs of each business owner.
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EMBRACE VALUE ACCELERATION LIKE NEVER BEFORE

Help Clients Understand Business Value

  • Clarity Through Data: Provide your clients with actionable insights into the value of their business.
  • Valuation Reporting: Use easy-to-understand reports to illustrate how their business value can grow with a strategic exit plan.
  • Educate and Empower: Equip clients with the knowledge they need to make informed decisions about their exit strategy.
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Creating a Proposal

KEEP A FINGER ON THE PULSE

Check on the Progress

  • Track Goals and Milestones: Monitor client progress in real-time with intuitive dashboards and reporting tools.
  • Proactive Adjustments: Make updates and adjustments to the plan as market conditions or client needs evolve.
  • Stay Top of Mind: Regularly check in with clients to ensure they feel supported and to maintain long-term relationships.
GET STARTED
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THE PROVE SOLUTION

Why CEPAs Choose Maus

  • Purpose-Built for Exit Planning: Every tool in Maus Exit Planning Software is designed with Certified Exit Planning Advisors in mind.
  • Save Time, Deliver Results: Automate time-consuming tasks so you can focus on delivering exceptional value to your clients.
  • Grow Your Practice: Build stronger relationships with business owners and attract more referrals through successful exits.
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THERE'S NO BETTER TIME

Get Started Today

Ready to take your exit planning services to the next level? Join thousands of CEPAs using Maus Exit Planning Software to grow their practices and deliver unmatched results for their clients.

See how Maus can transform the way you approach exit planning. Schedule a discovery call today!

GET STARTED
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WE KNOW WHAT'S IMPORTANT

Quarterback's Needs are Unique

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LEAD WITH CONFIDENCE

As a CEPA Quarterback, you’re the key coordinator in guiding business owners through their exit journey. Take charge of exit process and assemble a team to deliver exceptional results and position yourself as the trusted leader your clients rely on.

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SIMPLIFY COMPLEXITY

Maus eliminates the guesswork with intuitive tools that streamline every phase of exit planning. From valuation to plan execution, keep everything organized in one place. Focus on what matters most — delivering value — while the software handles the details.

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BE THE TRUSTED ADVISOR

Guiding business owners through an exit is more than just financial strategy — it’s a deeply personal journey. Maus equips you with tools to help clients understand their business value, create strategic plans, and achieve their goals. Cement your role as the advisor they’ll never forget.

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VALUE THAT GROWS AUM

80% of a business owner’s wealth is tied up in their business. With Maus, you can unlock that wealth through successful exit strategies and transition it into managed assets. Empower your clients while growing your AUM and building a sustainable, thriving practice.

YOUR COMPLETE TOOLKIT

Value Advisors Need the Ability to Dig Deeper

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BE THE GO-TO ADVISOR

Maus Exit Planning Software empowers you to showcase your expertise by delivering precise business valuations and growth strategies. Stand out as a trusted advisor who helps clients maximize their business value and achieve successful exits.

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HIGH-VALUE SERVICES

With Maus, you can provide comprehensive value enhancement services that go beyond traditional financial planning. Offer tailored strategies that drive business growth and elevate your role as a critical partner in your clients’ success.

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BUILD DEEPER CONNECTIONS

By helping clients grow their business value, you forge lasting relationships rooted in trust and results. Maus enables you to stay top of mind throughout the planning process, ensuring clients view you as indispensable to their financial journey.

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BOOST AUM & REFERRALS

Unlock liquidity events for business owners and transition their wealth into managed assets. With Maus, every successful exit strengthens your practice, builds your reputation, and opens the door to more high-value referrals.