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EPI Summit Special Offer

exit planning institute software

EPI Summit
Special Offer

CONFERENCE ONLY

Plans

All plans are annual contracts, payable monthly or annually. Annual payments receive a 10% discount

EPI Summit
Special Offer

Advisor Package

$299

Now Only

$149

USD Monthly
with annual commitment
Additional clients $79/mo.
Our approach

We believe in helping advisors achieve their goals.

The difference between ordinary and best-in-class is execution. Maus is an all-in-one platform for strategic, financial, and exit planning that turns big ideas into action.

Plans include

VALUE GAP ANALYSIS

What is the potential future value of the business and what is the value of the business now? We educate on value creation, risk and potential future strategies.

BUSINESS ATTRACTIVENESS

Discover how attractive your business is to a potential purchaser. Based on worldwide research we score your business and establish a benchmark to improve value.

PERSONAL READINESS

Are the shareholders of the business ready to exit or transition out of the business? We assess based on personal, financial and emotional factors and discuss strategies.

BUSINESS READINESS

This 22 step audit process provides the business with an Exit Planning Readiness score and a pathway to move forward. It includes exit planning strategies and action plans to ensure a successful transition.

VALUE CREATION

Based on your goals, we further refine and develop your strategic plan and look at value creation strategies. Includes a review of your current financial health and forecasts.

ACCOUNTABLILITY

We implement a regular accountability meeting where we project manage the exit planning process. We manage the implementation of a company-wide accountability system.

Trusted by

"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 centers and AI.

Kevin B.
Customer

Ready to take your organization to the next level?