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THE #1 EXIT PLANNING SOFTWARE FOR CEPAs

Commercialize Your CEPA today

Put your Exit Planning Institute training into action

Maus transforms your CEPA training into a repeatable, revenue-generating system. No extra certifications. No heavy upfront costs. Just a turnkey platform that empowers you to attract clients, deliver value, and grow with confidence.

SCHEDULE ADVISOR DEMO SEE HOW IT WORKS
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Trusted by Advisors Across Wealth Management

 
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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 – Chris Snider, CEO, Exit Planning Institute

TRUSTED BY MORE EXIT PLANNING PROFESSIONALS THAN ANY OTHER IN THE WORLD

The #1 Exit Planning Software for Advisors

CEPA Preferred

 

Designed to systemize and automate the exit planning process, Maus empowers Certified Exit Planning Advisors (CEPAs) with valuation tools, financial integrations, and structured assessments that simplify planning and execution.

Built for VAM


Maus is aligned with the Exit Planning Institute’s Value Acceleration Methodology, ensuring advisors can seamlessly implement a proven framework for maximizing business value and exit readiness.

 

Trusted Leader


Enjoy piece of mind knowing that you're in great company. As a member of the Maus community, the largest broker-dealers and most successful independent advisors in the world are your peers.

HAVE A SEAT AT THE TABLE

The Only True CEPA Platform

Maus fundamentally 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.

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BUILT FOR CEPAs

Maus is the Next Step After Your CEPA Course


Maus is backbone for financial advisors to automate and scale their exit planning portfolio. Leveraging our easy to use software sets you on the course for serious growth and enriched client relationships. Maus aligns to CEPA methodologies and the value acceleration methodology that you learned in the CEPA course, so you’re ready to go, no extra certifications needed. Start today.

 

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Why Business Owners Need Exit Planning

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Nearly Half Are Ready to Exit

With over 33 million privately owned businesses driving 43% of U.S. GDP, 49% of owners plan to exit within five years. They need an advisor to quarterback the transition — and manage their newly liquid wealth.

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Their Business Holds 80% of Their Wealth

For most owners, the business is their biggest asset — making up 80% of their net worth. Are you ready to help them protect, grow, and transition that wealth?
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86% of Them Haven't Prepared

In the last two years, 86% of business owners have taken no formal steps to enhance value or de-risk their business for transition. They need a trusted advisor — are you ready to step in?

Operationalize Your CEPA Designation

Complete the form to receive your guide.

CEPA Value Acceleration Guide

 

What People are Saying About Their Experience

  • "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
    Kevin Bailey DIRECTOR CONSULTING
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  • "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
    John Luxton STRATEGIST & EXEXUTOR
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  • "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
    Larry Weiss PRESIDENT
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  • "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 Dorey Maus-8
    Rob Dorey ADVISORY DIRECTOR
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  • "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
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Frequently Asked Questions

What is exit planning software? And why do advisors need it?

Maus exit planning software helps advisors guide business owners through the process of preparing for and executing a business transition. It includes automated tools for valuations, financial modeling, strategic planning, and reporting.

Advisors need it to streamline complex transitions, align business and personal goals, and provide tailored guidance. It saves time, enhances decision-making, and helps advisors transfer sales proceeds to AUM.

How does Maus help me attract high-net-worth business owners?

Maus Attract provides powerful lead generation tools, including custom landing pages, lead magnets, and automated outreach, to connect you with business owners early in their exit planning journey.

Is Maus easy to integrate into my existing practice?

Absolutely! Maus is designed for seamless onboarding, with guided training through Maus Academy, intuitive tools, and a fast implementation process to get you client-ready in just two weeks.

What security measures does Maus have in place to protect client data?

Maus is SOC 2 certified, meeting rigorous security standards to safeguard your clients' sensitive information and ensure compliance with industry regulations.

Can Maus receive approval from strict compliance departments?

Maus has successfully met the compliance standards of some of the largest and most respected broker-dealers worldwide. Purpose-built for financial advisors, Maus is designed with compliance at its core, ensuring alignment with the technical and regulatory requirements necessary for approval and ongoing adherence.

 
 
 
 
 
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!

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