---
title: Maus Exit Planning Software Video
description: Watch reviews, case studies, and advisor success stories enabled by the world's most trusted exit planning software built for financial advisors.
image: https://maus.com/hubfs/Maus%20Exit%20Planning%20Software%20for%20Financial%20Advisors-8.png
---

[![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)

## 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)

THE #1 EXIT PLANNING SOFTWARE FOR FINANCIAL ADVISORS

# Video Resources

## **Case Studies,  Advisor Succes Stories, and More.**

## **Weiss Advisors**

A long-form conversation with Larry Weiss, founder of Weiss Advisors. In this video we discuss how his firm grew 5x with Maus exit planning software, the value it's unlocked for his clients, and valuable advice and tips for advisors getting started in exit planning.

 

[Case Study ](https://maus.com/case-studies/weiss-advisors-harnessing-maus-software-to-propel-business-advisory-services?hsLang=en) [Book a Demo ](https://maus.com/bookademo?hsLang=en)

## **Grow Profit Scale**

A long-form conversation with Linda Hamilton, founder of Grow Profit Scale. In this video we discuss Linda's key advise to new exit planning professionals, what it took to scale her practice. and why Maus exit planning software was integral in the process.

 

[Case Study ](https://maus.com/case-studies/nyc-cpa-firm-expands-to-consulting-5xs-revenue-and-gains-national-presence-with-maus?hsLang=en) [Book a Demo ](https://maus.com/bookademo?hsLang=en)

## **Business Sales Group**

A long-form conversation with Rick Krebs, founder of Business Sales Group. In this video we discuss the most important parts of preparing for a business exit, how Maus exit planning software simplifies this process, and Rick and co's advice for new advisors.

 

[BSG Website ](https://www.bsalesgroup.com/) [Book a Demo ](https://maus.com/bookademo?hsLang=en)

## **Arena Enterprises**

A long-form conversation with Jill Arena, founder of Arena Enterprises. In this video we discuss how exit planning was the key to unlocking massive growth, Jill's M&A experience and how Maus exit planning software was the turnkey solution she needed to hit the ground running.

 

 

[Read the Case Study ](https://maus.com/case-studies/arena-enterprises-multiplies-advisory-revenue-5x-with-maus-software?hsLang=en) [Schedule a Demo ](https://maus.com/bookademo?hsLang=en)

## **Virginia Asset Management**

A long-form conversation with Robbie White, Partner, Virginia Asset Management. In this video we discuss the how expanding into exit planning powered by Maus rocketed revenue 400% in under 12 months.

 

[Read the Case Study ](https://maus.com/case-studies/structured-for-growth-virginia-asset-managements-boosts-revenue-400-through-maus-integration?hsLang=en) [Schedule a Demo ](https://maus.com/video)

THE #1 EXIT PLANNING EDUCATION AUTHORITY

# Exit Planning Institute

## **Educational Video Resources Featuring Maus Software.**

## **Commercializing Your CEPA**

A 60 minute workshop with The Exit Planning Institute and Maus. In this video we discuss how go to commercialize your CEPA designation to unlock to true benefits of exit planning for your clients and your practice.

 

[Learn About CEPA ](https://exit-planning-institute.org/program/certified-exit-planning-advisor) [Schedule a Demo ](https://maus.com/bookademo?hsLang=en)

## **How to Market Your Offering**

A 60 minute workshop with The Exit Planning Institute and Maus. In this video we discuss how to market your exit planning offering to grow your practice, and specifics of how to connect with business owner clients.

 

[Learn About CEPA ](https://exit-planning-institute.org/program/certified-exit-planning-advisor) [Schedule a Demo ](https://maus.com/video)

INTERESTED IN ATTRACTING CLIENTS?

## Learn about Attract+

The ultimate done-for-you digital marketing solution for financial advisors to attract new HNW clients. 

[LEARN MORE ](https://maus.com/client-acquisition-attract?hsLang=en)

THE ONE PAGE EXIT GUIDE

### Get our free exit planing guide

Get our free guide on how you can level up your AUM with exit planning.

[GET THE GUIDE ](https://maus.com/cepa-guide?hsLang=en)

[![One-Page-Exit-Plan-8b](https://maus.com/hubfs/One-Page-Exit-Plan-8b.png) ](https://maus.com/cepa-guide?hsLang=en)

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