--- title: CEPA Guide - Maus Exit Planning Software description: CEPA Guide - Maus Exit Planning Software --- [![Maus Logo White](https://maus.com/hubfs/Maus%20Logo%20White.svg) ](https://maus.com/?hsLang=en) OUR PRODUCTS [![Maus-Attract-Exit-Planning-Software](https://maus.com/hubfs/Maus-Attract-Exit-Planning-Software.svg)Attract --- ](https://maus.com/client-acquisition-attract?hsLang=en) [Client Acquisition Comprehensive done-for-you digital marketing solutions ](https://maus.com/client-acquisition-attract?hsLang=en) [![Maus-Engage-Exit-Planning-Software-1](https://maus.com/hubfs/Maus-Engage-Exit-Planning-Software-1.svg)Engage --- ](https://maus.com/client-engagement-engage?hsLang=en) [Client Engagement Automated, ongoing assessments, valuation notifications, and action items ](https://maus.com/client-engagement-engage?hsLang=en) [![Maus-Build-Exit-Planning-Software](https://maus.com/hubfs/Maus-Build-Exit-Planning-Software.svg)Build --- ](https://maus.com/planning-kpis-build?hsLang=en) [Strategic Planning & KPI Dashboard Build a strategic plan and automate financial impact monitoring ](https://maus.com/planning-kpis-build?hsLang=en) [TAILORED FOR YOU ](https://maus.com/software-for-financial-advisors?hsLang=en) [PRICING ](https://maus.com/pricing?hsLang=en) RESOURCES ## Educational Content --- [**Blog & News** ](https://maus.com/blog?hsLang=en) [**Glossary** ](https://maus.com/exit-planning-glossary-terms?hsLang=en) [**Case Studies** ](https://maus.com/case-studies?hsLang=en) ## Support & Media --- [**Support** ](https://maus.com/support?hsLang=en) [**Knowledge Base** ](https://support.maus.com/knowledge/maus-software?hsLang=en) [**Advisor Success Videos** ](https://maus.com/video?hsLang=en) ## About Us --- [**Who We Are** ](https://maus.com/about-us?hsLang=en) [**Partners** ](https://maus.com/partners?hsLang=en) [Education ](https://maus-20463342.hs-sites.com/partners?hsLang=en#education-partners) [Technology ](https://maus-20463342.hs-sites.com/partners?hsLang=en#technology-partners) [ LOGIN ](https://app.maus.com/) [ BOOK A CALL ](https://maus.com/bookademo?hsLang=en) [ LOGIN ](https://app.maus.com/) [ BOOK A CALL ](https://maus.com/bookademo?hsLang=en) # Operationalize Your CEPA Designation ### **Complete the form to receive your guide.** **![CEPA Value Acceleration Guide](https://maus.com/hs-fs/hubfs/CEPA%20Value%20Acceleration%20Guide.png?width=400&height=400&name=CEPA%20Value%20Acceleration%20Guide.png)**   Trusted by Advisors Across Wealth ManagemenT - [![light-ubs-logo](https://maus.com/hubfs/light-ubs-logo.svg) ](https://maus.com/cepa-guide#) - ![light-cetera-financial-logo](https://maus.com/hubfs/light-cetera-financial-logo.svg) - [![Citizens securities logo](https://maus.com/hubfs/Citizens%20securities%20logo.svg) ](https://maus.com/cepa-guide#) - [![Cambridge investment research](https://maus.com/hubfs/Cambridge%20investment%20research.svg) ](https://maus.com/cepa-guide#) - ![1-exit-factor-logo](https://maus.com/hubfs/1-exit-factor-logo.svg) - [![light-first citizens](https://maus.com/hubfs/light-first%20citizens.svg) ](https://maus.com/cepa-guide#) - [![light-first-national-logo](https://maus.com/hubfs/light-first-national-logo.svg) ](https://maus.com/cepa-guide#) - [![light-rocg-logo](https://maus.com/hubfs/light-rocg-logo.svg) ](https://maus.com/cepa-guide#) - [![light-sbdc-logo](https://maus.com/hubfs/light-sbdc-logo.svg) ](https://maus.com/cepa-guide#) - ![light-grant-thornton-logo](https://maus.com/hubfs/light-grant-thornton-logo.svg) - ![light-fp-transitions-logo](https://maus.com/hubfs/light-fp-transitions-logo.svg)   ![Snider-Chris-EPI-CEPA](https://maus.com/hs-fs/hubfs/Snider-Chris-EPI-CEPA.png?width=192&height=192&name=Snider-Chris-EPI-CEPA.png) ### Maus is a Must Have "Maus Exit Planning tools are a highly impressive, effective and a “must have” for any Advisor offering Exit & Succession planning services, serious on building a profitable practice." **![epi-exit-planning-institute-maus-8](https://maus.com/hs-fs/hubfs/Imported%20sitepage%20images/epi-exit-planning-institute-maus-8.png?width=40&height=40&name=epi-exit-planning-institute-maus-8.png) – Chris Snider, CEO, Exit Planning Institute** - "Maus Software combines proven tools into a polished, professional interface, with much of the 'mundane' work already done for you. The training resources, videos, webinars, and weekly online meetings, are tremendous, offering incredible value. And what truly stands out is the extraordinary support. In an era of call centers and AI, having real, responsive support via email and phone is a rare and invaluable asset." ![Kevin Bailey Maus](https://maus.com/hubfs/Kevin%20Bailey%20Maus.png) Kevin Bailey DIRECTOR CONSULTING [GET STARTED ](https://maus.com/cepa-guide#) - "What I like most about Maus, Client Discovery is the profound effect it has on the recipient business owner. The psychology of asking a series of questions and having the owner answer them is not apparent until the report is generated. In my experience, many business owners are profoundly affected by having what they said reflected back at them. It is very engaging and makes it much easier to engage them with the subsequent products. This sh!t really works." ![John Luxton Maus](https://maus.com/hubfs/John%20Luxton%20Maus.png) John Luxton STRATEGIST & EXEXUTOR [GET STARTED ](https://maus.com/cepa-guide#) - "Maus Software made launching my consulting practice seamless. As a certified advisor with Maus and the Exit Planning Institute, I’ve been able to deliver high-value discovery meetings and value enhancement projects from day one. Maus has streamlined my workflow, built my credibility, and empowered me to grow my practice quickly. I wouldn’t be where I am today without it." ![Larry Weiss Maus](https://maus.com/hubfs/Larry%20Weiss%20Maus.png) Larry Weiss PRESIDENT [GET STARTED ](https://maus.com/cepa-guide#) - "Maus Software brings 20 years of experience directly into its toolkit and resources, making it an incredibly valuable solution for building an advisory practice. The tools are practical, intuitive, and indispensable as you grow your services. What’s even more impressive is the ongoing investment in the user interface, it’s continually evolving to be even more user-friendly and effective. Maus earns a big tick from me for delivering both reliability and innovation." Rob D. BUSINESS ADVISOR [GET STARTED ](https://maus.com/cepa-guide#) - "Maus strikes the perfect balance between power and simplicity. It delivers results without unnecessary complexity or effort. The suite of strategic planning, execution, and management tools has been invaluable, helping me identify key opportunities to drive further business growth. Maus is a game-changer for anyone looking to streamline and enhance their exit planning and strategic planning offerings." Graham M. CO-FOUNDER [GET STARTED ](https://maus.com/cepa-guide#)