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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.”

Chris Snider​

Exit Planning Institute​

CEPA Implementation Guide
Get The Ultimate CEPA Integration

Operationalizes Your CEPA

If you're a CEPA, simply fill out the form below and receive the guide at no cost to you!

set goals with Maus strategic planning
Designed for CEPA's

It's the wise choice​

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

Automate the triggering event

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.

Understand the need of the strategic plan

Business Attractiveness

30 simple questions over 4 categories to determine how attractive the business is to potential investors.

Exit Readiness

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.

Personal Readiness

Long and short format versions to determine how prepared an owner is from a welfare and wellbeing perspective for life after exit.

Financial Readiness

Short and long format versions to ensure the owner is financial prepared to maximize net proceeds and lead a comfortable lifestyle post exit.

ORK execution strategic planning

To new opportunities​

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

Prepare the Masterplan

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

maus strategic planning

Quickbooks & Xero

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.

Customer strategies

Who are your clients key customers. What are their needs and wants? How well does your client satisfy customers needs compared to their competitors.

Competitor Analysis

Identify your clients' key competitors, what they do better vs. what your client does better. What their product/service differences and price points are.

SWOT Analysis

What are your clients internal strengths and weaknesses and external opportunities and threats? What do these all mean for the organization?

Maus Partner Program
A high value solution

CEPA Software that pays

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!

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What customers are saying

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

"Beyond my expectations. Getting up and running was very simple and the included support has been of massive value. Most unusually, the process of getting trained has been enjoyable... most valuable, superb."

Maus Customer Reviews Testimonials 1
John L.
"Maus is a breath of fresh air with its comprehensive diagnostics, analysis and reporting. The range of challenging questions to table seem to have evolved from a diverse mindset of experienced business owners, coaches, users and designers. This makes the software extremely impactful and relevant to business development. A Real World platform with Real World application."

Maus Customer Reviews Testimonials 2 strategic planning software
Trevor S.
Maus brings together a number of commonly-used tools into a professional interface with the "mundane" work already completed. The availability of training material (incl. videos) and regular weekly online webinar meetings is tremendous, and the ready availability of support by email and phone is simply extraordinary in these times of call centres and AI.

Maus Customer Reviews Testimonials 3
Kevin B.

Take your business to the next level

Contact us today to learn how Maus can unlock the true potential of your CEPA certification!

Learn How Maus Can Work for You

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