Exit Planning Starter Kit
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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."
– Chris Snider, CEO, Exit Planning Institute
What People are Saying About Their Experience
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"Maus gave our team the structure and confidence to turn exit planning into a scalable revenue engine. In just one year, we grew our revenue by 400%, thanks to Maus.
From prospecting to implementation, the platform delivers real results and a repeatable client experience. Maus has helped us deepen relationships with business owners and position us as the most trusted advisor in their financial success."
Robbie White FINANCIAL PLANNER -
“We wanted to go beyond tax returns, to guide business owners through growth, exit, and everything in between. Maus gave us the structure to scale advisory services with clarity and confidence. It transformed how we deliver value, helping us 5x revenue and expand nationally.
With Maus, we built a practice that tells the story behind the numbers. and reshaped what’s possible for a CPA-led advisory firm.”
Linda Hamilton CPA, CGMA, CEPA, CPBA -
"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 ADVISORY DIRECTOR -
“Helping business owners prepare for a successful exit requires clarity, structure, and the right tools. Maus provided exactly that. It brought elegance to the process, transforming uncertainty into actionable insight.
In just one quarter, our advisory revenue grew fivefold. With Maus, we guide our clients with confidence and care, delivering results that are not only measurable, but truly meaningful.”
Jill Arena PRESIDENT, M&A -
"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 PRESIDENT -
"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 DIRECTOR CONSULTING -
"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 STRATEGIST & EXEXUTOR