--- title: Partners description: Partners --- [![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?hsLang=en) [Strategic Planning & KPI Dashboard Build a strategic plan and automate financial impact monitoring ](https://maus.com/planning-kpis-build?hsLang=en) [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) [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) EXIT PLANNING SOFTWARE FOR FINANCIAL ADVISORS Meet Our Valued Partners   ## Education Partners Our educational partners empower advisors ad business owners with elite resources, certifications, and specialized insights on exit related topics and strategy. Enhance expertise, deliver superior outcomes, and gain a competitive edge. Elevate your practice with our industry-leading educational network. ![Maus-Exit-Planning-Software-1-1](https://maus.com/hubfs/Maus-Exit-Planning-Software-1-1.png "Maus-Exit-Planning-Software-1-1") #### ![epi-exit-planning-institute-maus-8](https://maus.com/hs-fs/hubfs/Imported%20sitepage%20images/epi-exit-planning-institute-maus-8.png?width=1128&height=1128&name=epi-exit-planning-institute-maus-8.png)Exit Planning Institute EPI provides professional advisors with the content, tools, and training needed to gain more access to business owners, strengthen relationships, and become the most valued advisor. ![AMAA](https://maus.com/hubfs/AMAA.svg) #### AM&AA The Alliance of Mergers & Acquisition Advisors is the premiere international organization serving the educational and resource needs of the middle market M&A profession.   ![XPX-logo](https://maus.com/hs-fs/hubfs/Imported%20sitepage%20images/XPX-logo.png?width=318&height=318&name=XPX-logo.png) #### XPX The Exit Planning Exchange is a network of advisors that privately-held businesses with strong, collaborative advisory, that view exit planning as a holistic exercise that is part of the life of a private business.   #### ![1-Business Sales Group BSG Logo Maus](https://maus.com/hubfs/1-Business%20Sales%20Group%20BSG%20Logo%20Maus.svg)Business Sales Group BSG is a M&A advisory firm for sellers and buyers of enterprises with values up to $30 million. They specializes in “hidden champions” with high growth potential in fragmented markets. ![University-of-Charlston-WV-DIH](https://maus.com/hs-fs/hubfs/Imported%20sitepage%20images/University-of-Charlston-WV-DIH.png?width=318&height=318&name=University-of-Charlston-WV-DIH.png) #### UC Innovation Hub (DIH) Providing a systematic way to grow businesses. UC DIH works with companies from startups to multi-million-dollar enterprises to help them scale.   #### ![cpa-com-logo](https://maus.com/hubfs/cpa-com-logo.svg)CPA.com The leading CPA authority, CPA.com provides expert insights, strategies and solutions that firms need to deliver higher-level services. Education, consultative, networking, and more. ![Maus-Exit-Planning-Software-13](https://maus.com/hubfs/Maus-Exit-Planning-Software-13.png "Maus-Exit-Planning-Software-13") ## Technology Partners Meet our technology partners, leading tech providers delivering powerful tools, functionality, and insights. Streamline workflows, scale operations, and elevate client experiences by utilizing our industry-leading technology alliances.   #### ![quickbooks_logo](https://maus.com/hubfs/quickbooks_logo.svg)QuickBooks QuickBooks is a full-featured business and financial management suite complete with tools for accounting, payroll, tax filing, reconciliation, accounts receivable and accounts payable management. #### ![BVR_Deal_Stats_logo](https://maus.com/hubfs/BVR_Deal_Stats_logo.svg)Business Valuation Resources (BVR) Dealstats [BVR](https://www.bvresources.com/products/dealstats) provides the leading source of private transaction data aggregated from over 54,000 verified transactions sourced from brokers and M&A professionals. #### ![SafeWrite-Logo-png](https://maus.com/hs-fs/hubfs/Imported%20sitepage%20images/SafeWrite-Logo-png.png?width=1201&height=1201&name=SafeWrite-Logo-png.png)SafeWrite SafeWrite is the industry leading HSEQ software. It helps manage Quality, Safety and Environmental processes. It automates compliance reminders, upcoming maintenance checks or corrective actions. #### ![1200px-Xero_software_logo.svg](https://maus.com/hs-fs/hubfs/Imported%20sitepage%20images/1200px-Xero_software_logo.svg.png?width=1200&height=1200&name=1200px-Xero_software_logo.svg.png)Xero Xero’s online accounting software connects small business owners with their numbers, their bank, and advisors anytime. Xero now has 3 million + subscribers #### ![Microsoft_logo](https://maus.com/hubfs/Microsoft_logo.svg)Microsoft ISV Microsoft ISV development partners are equipped with tools and resources to build intelligent, scalable solutions, including advanced technology capabilities and robust cloud infrastructure. #### ![AICPA-SOCIII-Logo](https://maus.com/hs-fs/hubfs/AICPA-SOCIII-Logo.png?width=1249&height=1249&name=AICPA-SOCIII-Logo.png)AICPA SOC 2 TYPE II Developed by the AICPA, SOC 2 Type 2 is a cybersecurity compliance framework which assesses how well a service organization protects its customer data by. Maus is proudly SOC 2 Type II complaint.  #### ![excel_logo](https://maus.com/hubfs/excel_logo.svg)Microsoft Excel Excel is a spreadsheet program from Microsoft and a component of its Office product group for business applications. Microsoft Excel enables users to format, organize and calculate data in a spreadsheet. #### ![AMAA](https://maus.com/hubfs/AMAA.svg) #### AM&AA The [Alliance of Mergers & Acquisition Advisors](https://amaaonline.com/) is the premiere international organization serving the educational and resource needs of the middle market M&A profession.   #### ![XPX-logo](https://maus.com/hs-fs/hubfs/Imported%20sitepage%20images/XPX-logo.png?width=317&height=317&name=XPX-logo.png) #### XPX The [Exit Planning Exchange](https://www.exitplanningexchange.com/) is a network of advisors that privately-held businesses with strong, collaborative advisory, that view exit planning as a holistic exercise that is part of the life of a private business. ## What People are Saying About Their Experience - "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 Maus-b](https://maus.com/hubfs/Robbie%20White%20Maus-b.png) Robbie White FINANCIAL PLANNER [GET STARTED ](https://maus.com/bookademo?hsLang=en) - “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 Maus-8](https://maus.com/hubfs/Linda%20Hamilton%20Maus-8.png) Linda Hamilton CPA, CGMA, CEPA, CPBA [GET STARTED ](https://maus.com/bookademo?hsLang=en) - "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 Maus-8](https://maus.com/hubfs/Rob%20Dorey%20Maus-8.png) Rob Dorey ADVISORY DIRECTOR [GET STARTED ](https://maus.com/bookademo?hsLang=en) - “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 Areana Maus-8](https://maus.com/hubfs/Jill%20Areana%20Maus-8.png) Jill Arena PRESIDENT, M&A [GET STARTED ](https://maus.com/bookademo?hsLang=en) - "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 Maus](https://maus.com/hubfs/Larry%20Weiss%20Maus.png) Larry Weiss PRESIDENT [GET STARTED ](https://maus.com/bookademo?hsLang=en) - "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 Maus](https://maus.com/hubfs/Kevin%20Bailey%20Maus.png) Kevin Bailey DIRECTOR CONSULTING [GET STARTED ](https://maus.com/bookademo?hsLang=en) - "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 Maus](https://maus.com/hubfs/John%20Luxton%20Maus.png) John Luxton STRATEGIST & EXEXUTOR [GET STARTED ](https://maus.com/bookademo?hsLang=en) Trusted by Advisors Across Wealth Management - [![light-ubs-logo](https://maus.com/hubfs/light-ubs-logo.svg) ](https://maus.com/partners#) - ![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/partners#) - [![Cambridge investment research](https://maus.com/hubfs/Cambridge%20investment%20research.svg) ](https://maus.com/partners#) - ![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/partners#) - [![light-first-national-logo](https://maus.com/hubfs/light-first-national-logo.svg) ](https://maus.com/partners#) - [![light-rocg-logo](https://maus.com/hubfs/light-rocg-logo.svg) ](https://maus.com/partners#) - [![light-sbdc-logo](https://maus.com/hubfs/light-sbdc-logo.svg) ](https://maus.com/partners#) - ![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.