--- title: Planning & KPIs - Build description: Planning & KPIs - Build --- [![Maus Logo White](https://maus.com/hubfs/Maus%20Logo%20White.svg) ](https://maus.com/?hsLang=en) OUR PRODUCTS [![Maus-Attract-Exit-Planning-Software](https://maus.com/hubfs/Maus-Attract-Exit-Planning-Software.svg)Attract --- ](https://maus.com/client-acquisition-attract?hsLang=en) [Client Acquisition Comprehensive done-for-you digital marketing solutions ](https://maus.com/client-acquisition-attract?hsLang=en) [![Maus-Engage-Exit-Planning-Software-1](https://maus.com/hubfs/Maus-Engage-Exit-Planning-Software-1.svg)Engage --- ](https://maus.com/client-engagement-engage?hsLang=en) [Client Engagement Automated, ongoing assessments, valuation notifications, and action items ](https://maus.com/client-engagement-engage?hsLang=en) [![Maus-Build-Exit-Planning-Software](https://maus.com/hubfs/Maus-Build-Exit-Planning-Software.svg)Build --- ](https://maus.com/planning-kpis-build) [Strategic Planning & KPI Dashboard Build a strategic plan and automate financial impact monitoring ](https://maus.com/planning-kpis-build) [TAILORED FOR YOU ](https://maus.com/software-for-financial-advisors?hsLang=en) [PRICING ](https://maus.com/pricing?hsLang=en) RESOURCES ## Educational Content --- [**Blog & News** ](https://maus.com/blog?hsLang=en) [**Glossary** ](https://maus.com/exit-planning-glossary-terms?hsLang=en) [**Case Studies** ](https://maus.com/case-studies?hsLang=en) ## Support & Media --- [**Support** ](https://maus.com/support?hsLang=en) [**Knowledge Base** ](https://support.maus.com/knowledge/maus-software?hsLang=en) [**Advisor Success Videos** ](https://maus.com/video?hsLang=en) ## About Us --- [**Who We Are** ](https://maus.com/about-us?hsLang=en) [**Partners** ](https://maus.com/partners?hsLang=en) [Education ](https://maus-20463342.hs-sites.com/partners?hsLang=en#education-partners) [Technology ](https://maus-20463342.hs-sites.com/partners?hsLang=en#technology-partners) [ LOGIN ](https://app.maus.com/) [ BOOK A CALL ](https://maus.com/bookademo?hsLang=en) [ LOGIN ](https://app.maus.com/) [ BOOK A CALL ](https://maus.com/bookademo?hsLang=en) ![Maus-Exit-Planning-Software-7](https://maus.com/hubfs/Maus-Exit-Planning-Software-7.png) Build # **MasterPlan & KPI Dashboard** ### **The Value Advisor's Toolkit ** Arm yourself with the tools needed to uncover challenging operational inefficiencies, drive results, and deliver exceptional value. Build smarter, manage better, and grow faster with the ultimate advisor toolkit. NOW INCLUDES ### Launch, Advisor Success Enablement  Launch gives you the structure, tools, and positioning to turn exit planning into a scalable advisory offering, starting with your very first client ### **Exit Planning Foundation** Foundational training tailored for financial advisors. Understand core exit concepts and how to position exit planning within your existing advisory model. [LEARN MORE ](https://maus.com/advisor-success-launch?hsLang=en) ### **Go-to-Market Strategy ** Includes four 1-on-1 coaching sessions: • Positioning and pricing • Structure your offer • Define your Deliverables ### **Engagement Design ** A repeatable engagement structure designed for efficiency. Learn the process to deliver exit planning engagements. ### **Client Engagement** Done-for-you presentations, talk tracks, and handouts. Lead confident conversations with business owners. STRATEGIC PLANNING ## **MasterPlan** Empower your business owner clients with a clear, actionable strategy for their future. **MasterPlan** gives Value Advisors the tools to guide clients through long-term growth, wealth protection, and exit readiness—positioning you as their most trusted partner. [LEARN MORE ](https://maus.com/planning-kpis-build#kpi) ![Maus-MasterPlan](https://maus.com/hubfs/Maus-MasterPlan.png) ![codepen (1)](https://maus.com/hubfs/codepen%20(1).svg) ### Drive Long-Term Growth Help clients maximize the value of their business by identifying key opportunities and mitigating risks before they become roadblocks. ![activity (1)](https://maus.com/hubfs/activity%20(1).svg) ### Build a Winning Roadmap Craft a strategic, step-by-step plan tailored to each client’s goals, ensuring a smooth transition and financial success beyond their exit. ![pen (1)](https://maus.com/hubfs/pen%20(1).svg) ### Predict and Plan Finances Provide data-driven insights to align personal and business financial strategies, securing a prosperous future for your clients and increasing your AUM. ![Maus-KPI-Dashboard](https://maus.com/hs-fs/hubfs/Maus-KPI-Dashboard.png?width=2000&height=2000&name=Maus-KPI-Dashboard.png "Maus-KPI-Dashboard") OPERATIONS ## **KPI Dashboard** Instantly access key performance indicators to measure business success at a glance. Stay ahead of the curve and empower smarter decision-making. The Build Dashboard gives Value Advisors a complete view of their business owner clients' operations, financial health, and long-term progress—all in one place. [GET STARTED ](https://maus.com/bookademo?hsLang=en) ![activity (1)](https://maus.com/hubfs/activity%20(1).svg) ### Integrate Directly with Financials Connect directly with Xero and QuickBooks to ensure every operational move drives real financial results. No more guesswork—keep businesses financially aligned and on track for success. ![pen (1)](https://maus.com/hubfs/pen%20(1).svg) ### Monitor Financial Health Provide an accurate value range for your client's business, leveraging assessment data and industry benchmarks. Instill confidence in your clients with data-driven valuations that guide their exit planning decisions. ![database (1)](https://maus.com/hubfs/database%20(1).svg) ### Track Operational Success Navigate complex ownership structures with clarity—helping clients align with key stakeholders and streamline the exit process. ![codepen (1)](https://maus.com/hubfs/codepen%20(1).svg) ### Measure Progress and Impact Show business owners tangible results and the direct impact of their strategic decisions. ## Which Solution Fits Your Needs #### **Attract** Whether you are just starting out, or have an existing practice that you would like to grow, attract is the purpose built, digital marketing solution that draws new clients to you #### **Engage** If you are a quarterback or a value advisor, engage is the foundational tool you need to implement value acceleration and harness the power of Inbound Advisory #### **Build** If you are a value advisor with an existing book of business, Build provides the tools you need to be even more effective and provide more value. [ ABOUT ATTRACT ](https://maus.com/client-acquisition-attract?hsLang=en) [ ABOUT ENGAGE ](https://maus.com/client-engagement-engage?hsLang=en) [ ABOUT BUILD ](https://maus.com/planning-kpis-build)                 Trusted by Advisors Across Wealth Management - [![light-ubs-logo](https://maus.com/hubfs/light-ubs-logo.svg) ](https://maus.com/planning-kpis-build#) - ![light-cetera-financial-logo](https://maus.com/hubfs/light-cetera-financial-logo.svg) - [![Citizens securities logo](https://maus.com/hubfs/Citizens%20securities%20logo.svg) ](https://maus.com/planning-kpis-build#) - [![Cambridge investment research](https://maus.com/hubfs/Cambridge%20investment%20research.svg) ](https://maus.com/planning-kpis-build#) - ![1-exit-factor-logo](https://maus.com/hubfs/1-exit-factor-logo.svg) - [![light-first citizens](https://maus.com/hubfs/light-first%20citizens.svg) ](https://maus.com/planning-kpis-build#) - [![light-first-national-logo](https://maus.com/hubfs/light-first-national-logo.svg) ](https://maus.com/planning-kpis-build#) - [![light-rocg-logo](https://maus.com/hubfs/light-rocg-logo.svg) ](https://maus.com/planning-kpis-build#) - [![light-sbdc-logo](https://maus.com/hubfs/light-sbdc-logo.svg) ](https://maus.com/planning-kpis-build#) - ![light-grant-thornton-logo](https://maus.com/hubfs/light-grant-thornton-logo.svg) - ![light-fp-transitions-logo](https://maus.com/hubfs/light-fp-transitions-logo.svg) ### Get notified on the latest exit planning news Be the first to know about new tools and knowledge from the fast-paced world of exit planning.