Attract
Engage
Build
ATTRACT
Client Acquisition
$299/mo
Unlimited Prospects
Generate high-quality leads and convert them into clients with our comprehensive digital marketing solution.
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Done-for-you social media posts and email campaigns
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Custom landing pages optimized for conversions
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Lead generation, qualification and scoring tools
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Personalized email automations with your business details
ENGAGE
Client Engagement
$299/mo
Unlimited Clients
Strengthen and expand client relationships, deliver impactful, personalized advice and valuable deliverables.
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Client Needs Analysis to uncover goals and priorities
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Business Health Check questionnaires for deeper insights
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Customizable proposals tailored to client objectives
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Tools to enhance trust and long-term loyalty
BUILD
Project & KPIs
$399/mo
Unlimited Clients
All of Engage, plus: Streamline operations and drive growth with project management and KPI dashboard.
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Project management tools to organize tasks and track progress
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KPI dashboard for meaningful performance insights at a glance
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QuickBooks and Xero Integrations easily keeps records up-to-date
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Actionable data to optimize decision-making
STAND ALONE / ADD ON
GROUP COACHING
$2000/one-time
Unlimited Attendees – Generate authority while educating prospects and clients. Convert attendees into clients.
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Serve More Clients Simultaneously – Increase your capacity without compromising on individual attention.
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Diversify Revenue Streams – Add a consistent, scalable income source with group coaching offerings.
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Enhance Client Outcomes – Clients benefit from group interaction, gaining new perspectives and accountability.
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Lower Client Acquisition Costs – Convert more leads into paying clients through a more affordable and accessible coaching format.
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Strengthen Brand Authority – Establish yourself as an expert by offering a structured, results-driven group coaching program.
We chose the leading exit planning solution in the world.
"We needed a platform capable of providing transparency at every stage of the client engagement leading up to an exit. We now consider Maus an essential tool to manage our business owner clients." – Stacy Kuxhausen
ATTRACT Social
$299/moRamp your exit planning practice with our done-for-you digital marketing solution. |
ENGAGE$299/moEngage delivers business valuations, readiness assessments, and action plans to accelerate client value. |
BUILD$399/moFor value advisors with an existing book of business. Includes financial integration and more. |
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| Client Acquisition | |||
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Email & Social Media Marketing
Automate your marketing with scheduled email campaigns and social media posts, keeping you top of mind with professionally designed content. Now you can stay focused while Attract handles distribution, boosting engagement and driving conversions.
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CRM for Exit Planning Pipeline
Effortlessly track interactions, monitor prospect pipelines, and analyze data-driven insights—all in one place. Stay organized, never miss an opportunity with a system designed for easy client management.
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Stocked Marketing Library
Gain instant access to professionally designed social media posts, email templates, and downloadable content—all turnkey and ready to go. Save time and effort begin consistently engaging prospects and clients fast.
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ScoreYourBusiness Lead Magnet
ScoreYourBusiness – Attract high-value leads with an interactive assessment that helps business owners understand their readiness—and why they need you.
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Prospect Scoring
Identify the most promising opportunities with automated scoring. Advanced Scoring Criteria: Evaluate prospects based on their business potential and readiness for exit planning. Prioritize with Confidence: Focus your efforts on leads that are most likely to convert into high-value clients.
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Prospect Management
Stay organized and proactive with streamlined prospect management tools. Centralized Data: Keep all prospect details in one place for quick access. Automated Follow-Ups: Schedule timely communications to nurture leads and move them through the funnel.
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| Turnkey Marketing | |||
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Automated Social Posts
Stay consistently visible without lifting a finger. With Attract+, we schedule and publish professionally crafted social media posts on your behalf, ensuring your brand remains top of mind while you focus on what matters most—growing your business.
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Custom Landing Page
Convert more visitors into leads with a high-impact, professionally designed landing page tailored to your business. Optimized for engagement and lead capture, your custom page ensures prospects take action, helping you grow your pipeline effortlessly.
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Email Sequence
Nurture leads with a fully managed email sequence designed to guide prospects through the buyer’s journey. Our expertly written campaigns keep you connected, delivering the right message at the right time—automatically.
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Segment Contacts
Maximize engagement with strategic audience segmentation. Attract+ organizes your contacts into targeted groups based on behavior and demographics, allowing for more personalized marketing that increases conversions.
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Migrate Existing Contacts
Transition seamlessly with hassle-free contact migration. We import and organize your existing contact list into the Attract platform, ensuring a smooth setup so you can start marketing without delays.
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Business Goals
Deepen your connections with business owner clients by becoming their go-to advisor for strategic planning, positioning yourself as a vital partner in their success.
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Personal Goals
Help business owners grow their most significant asset—their business, which represents 80% of their total net worth. Strengthen your role as the advisor they trust to secure and enhance their financial future.
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Value Gap Assessment
Position yourself as the advisor at the center of your client’s business transition, ensuring a smooth and successful liquidity event while keeping you top of mind when managing post-exit wealth.
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Wealth Gap Assessment
Deliver professional, high-quality reports tailored to business owners, including valuations, exit readiness assessments, and personal financial readiness insights, building trust through actionable advice.
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| Business Assessments | |||
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Business Attractiveness
Evaluate how appealing your client's business is to potential buyers to identify areas for increasing its marketability. Equip your clients with actionable insights to make their business more desirable in the marketplace.
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Business Readiness
Assess your client's operational readiness for a successful exit to uncover key areas requiring improvement. Provide your clients with a roadmap to ensure a smooth transition and maximize their exit outcomes.
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Business Action Plan
Generate a personalized, step-by-step action plan based on assessment results to drive business improvements. Save time by delivering your clients a clear path to increase value and readiness for exit.
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Value Range
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.
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Personal Readiness
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.
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Financial Readiness
Guide your clients in determining whether their financial resources meet their post-exit needs, helping them achieve financial independence and peace of mind.
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Personal Action Plan
Provide your clients with a clear, actionable roadmap to address their readiness gaps, making progress measurable and exit planning more effective.
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Shareholder Insight Reports
Deliver aggregated assessment insights for all shareholders, helping your clients align on priorities and plan collaboratively for a successful exit
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Create Projects
Deliver aggregated assessment insights for all shareholders, helping your clients align on priorities and plan collaboratively for a successful exit
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Manage Tasks
Create individualized tasks for business owners, your team and their team, tracking progress and managing accountability
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Business Overview
Empower your clients to identify opportunities for growth and develop a clear strategic direction to maximize business value pre-exit.
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Market Overview
Analysize the business' active markets, considder customer needes, review compeditors in themarket and conduct a SWOT analysis
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Goals & Strategies
Discuss the business and share holder goals, establish a strategic framework for these goals, and create accountable actions
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Financial Analysis
Review Imported financial data from Quickbooks Online to project the business' financials and project forward, creating financial targets to accelerate the businesses growth
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Quickbooks Integration
Import financial data directly from Quickbooks Online to measure financial progress against strategic goals and KPIs
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Financial KPIs
Provide real-time visibility into critical financial performance metrics, enabling informed decisions that enhance business value.
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Non-Financial KPIs
Create and manage non financial KPIs, creating a wholistic view of the business ensuring complete coverage and maximum value enhancement
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Strategic Progress Report
Showcase measurable progress with detailed financial data, reinforcing the impact of your advisory services on your clients’ strategic goals.
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How we support your clients
- Generate branded, data-driven deliverables instantly
- Automate document creation for valuations, readiness, and financial projections
- Visualize exit scenarios with comparative modeling
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How we support you and your team
- Build your offer in-product and consistently deliver it to clients
- Easy onboarding & ongoing support for your team
- Continued education from Maus Academy
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How we fit into your firm
- Complete your service offering by adding exit planning
- Easily scale by adding additional advisors who can collaborate
- Unlimited clients for ultimate scalability
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How we support broker dealers and large firms
- AICPA SOC 2 Type 2 Compliance Certified
- Centrally define access policies and permissions
- 256-bit AES Secure Encryption
