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
Planning for retirement can feel overwhelming and even create retirement anxiety, but the 4 Percent Rule provides a more conservative approach to ensure financial stability in your golden years. By withdrawing 4% of your retirement savings in the first year … Read More
Planning for retirement can feel overwhelming, even create retirement anxiety, but the 7 Percent Rule offers a simple and effective strategy to ensure financial stability in your golden years. By withdrawing 7% of your retirement savings annually, you can create … Read More
An exit strategy in business is a business owner’s devise to sell, close, or transfer company ownership. It outlines the steps and processes needed to reduce or entirely end involvement in the business. Whether the aim is to sell to … Read More
Understanding the differences between business estate planning vs exit planning is essential for advisors offering comprehensive financial planning services. Introduction to the Concepts of Business Estate and Exit Planning Financial planning often requires understanding the nuances between different types of … Read More
Estate planning is a critical yet often overlooked component of financial advisory services. Understanding how to start an estate planning practice can differentiate a financial advisor from their peers and offer substantial value to clients. More than a third of … Read More
A Family Business Succession Plan is one of the most important strategic initiatives a family-owned business can undertake. Without a clear strategy, business owner transition can be fraught with conflict and mismanagement, jeopardizing the company’s future. In this guide, we’ll … Read More
As an entrepreneur, you likely focus on building your business, acquiring customers, and scaling operations. It’s essential to plan for the future. Think about how you will exit your business. This could help you secure financial gains, transfer ownership, or … Read More
Entrepreneurs often juggle multiple tasks—building a product, acquiring customers, managing finances—and getting caught up in the day-to-day operations of running a business is easy. However, many successful entrepreneurs will tell you that strategic planning for entrepreneurs is one of the … Read More
