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EPI Partnership
Commercialize Exit Planning with Maus + EPI
The Exit Planning Institute (EPI) is the Top Authority in Exit Planning!
Rapidly Accelerate the Value in Your Client’s Business with a holistic Exit Planning Strategy and value acceleration automation powered by Maus ValueMax and EPI
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“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
Designed for CEPA's
The Exit Planning Institute
The Exit Planning Institute is an education company that provides professional advisors with the content, tools, and training to deepen their working relationship with business owners. The Certified Exit Planning Advisor Credential (CEPA) enables advisors to strengthen their client relationships, be more holistic in their process, and become an owner’s most valued advisor.
Value Acceleration Methodology
Automate the triggering event
Through the process of Exit Planning using the Value Acceleration Methodology, owners can build more valuable companies, have stronger personal financial plans, and align their personal goals. Earning CEPA doesn’t change a professional advisor’s expertise, it expands their knowledge base, enhances their ability to engage business owners, and have value-added conversations around growth and exit. Maus exit planning software drives this process.
Earning CEPA is for those who want to
Make a Positive Change
- Differentiate yourself from the competition
- Gain better access to business owners
- Become more engaged on a business owner’s advisory team
- Have deeper and more holistic conversations with business owners
- Grow your referral network of professional advisors
- Access hundreds of marketing and business development tools tailored for owners
Stunning results
Prepare the Masterplan
Exit Planning Institute Provides Advisors with:
- An industry-leading credential that helps you effectively engage with business owners
- The Value Acceleration Methodology, a complete framework for Exit Planning
- A robust and unique catalog of free webinars featuring exit planning, business, marketing professionals, and more
- An extensive national Chapter Network with monthly events and networking opportunities
- Access to a complete database of exit planning content, presentations, and research
- Hundreds of marketing and business development tools and templates tailored for owners
- Marketing For Professional Advisors Masterclass
- Industry insights on the Exit is Now Blog
- State of Owner Readiness Reports
The latest Exit Planning Institute Content
Maus is the key to growth and EPI is the best exit planning education partner in existence. Learn more about the Exit Planning Institute and enjoy these topical articles
5-4-3-2-1: Five Things Every Business Owner Must Know About Exit Planning
The process of growing a significant company takes time and can be complex. This white paper takes the Value Acceleration Methodology and breaks it into 5 easy concepts as we introduced as 5-4-3-2-1. Though easy to understand as a business owner you may be sitting here still wondering “how do I implement this?”
The Five Stages of Value Maturity
Owning a business comes with more than its fair share of risks. To increase value and minimize risks in your business, follow the 5 Stages of Value Maturity.
How Exit Planning Institute Focused on Improving Their Human Capital
EPI made a conscious decision to invest in their human capital to have immediate short-term results and long-term value growth. See how they improved their business value and grew the human capital in their organization.
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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."
John L.
Customer
"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."
Trevor S.
Customer
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.
Kevin B.
Customer
Take your business to the next level
Contact us today to learn how Maus can unlock the true potential of your business