We’re thrilled to announce that Maus Software will exhibit at the 2025 Exit Planning Summit, hosted by the Exit Planning Institute (EPI) and taking place May 4–6 at the Sunseeker Resort in Charlotte Harbor, Florida. As a proud EPI Preferred … Read More
Planning for retirement can be overwhelming, especially when rising costs threaten your long-term financial stability. Inflation impacts your retirement withdrawals, making it harder to sustain your retirement plan and maintain your lifestyle. Retirees risk running out of money faster than … Read More
Are you considering transitioning out of your business? If so, you may have heard of a Certified Exit Planning Advisor (CEPA). But what is a CEPA? A CEPA is a professional who specializes in helping business owners develop a plan … Read More
Earning the Certified Exit Planning Advisor (CEPA) certification is a significant milestone for exit planning professionals looking to guide business owners through successful transitions. Offered by the Exit Planning Institute (EPI), this certification equips financial advisors, business consultants, and other … Read More
Family businesses are the backbone of many economies, with deep-rooted values and traditions spanning generations. However, one of their most critical challenges is ensuring a smooth transition from one generation to the next. This process, known as family business succession … Read More
A buy-sell agreement, also known as a buyout agreement, is a legally binding contract that outlines how a partner’s share of a business will be reassigned if they decide to leave, retire, or pass away. In simpler terms, it acts … Read More
CEPA Exam Preparation is a critical milestone for professional advisors aiming to help business owners transition their businesses effectively. The CEPA (Certified Exit Planning Advisor) exam requires a thorough understanding of complex concepts and practical strategies. This guide will show … Read More
EBITDA (Earnings Before Interest, Taxes, Depreciation, and Amortization) is a commonly used financial metric that offers a snapshot of a company’s operational performance. However, EBITDA can be limited by excluding certain adjustments that might give a fuller picture of a … Read More
When discussing business ownership, a crucial concept often gets overlooked but is essential for long-term success: Owner Readiness. But what exactly is Owner Readiness, and why is it so important for aspiring entrepreneurs? Let’s delve into this topic and explore … Read More
Return on Invested Capital (ROIC) is a crucial financial metric that measures a company’s ability to generate profit from its invested capital. Understanding ROIC is essential for entrepreneurs to assess their business’s financial performance, including evaluating the tax rate, average … Read More
