--- title: Maus Exit Planning Software description: "#1 Exit Planning Software for Financial Advisors. Attract clients, grow value, and guide business owners to successful, well-planned exits. CEPA's choice" 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?hsLang=en) ## 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 # Attract and Engage Business Owners ### **Become their most valued advisor** Connect with business owners – build trust, deliver value, and position yourself as their go-to advisor. With **80% of their wealth tied up in their business**, exit planning is essential to their financial success. [SCHEDULE A DISCOVERY CALL ](https://maus.com/bookademo?hsLang=en) ![Maus-Exit-Planning-Software-12](https://maus.com/hubfs/Maus-Exit-Planning-Software-12.png) TRUSTED BY - [![light-ubs-logo](https://maus.com/hubfs/light-ubs-logo.svg) ](https://maus.com#) - ![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#) - [![Cambridge investment research](https://maus.com/hubfs/Cambridge%20investment%20research.svg) ](https://maus.com#) - ![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#) - [![light-first-national-logo](https://maus.com/hubfs/light-first-national-logo.svg) ](https://maus.com#) - [![light-rocg-logo](https://maus.com/hubfs/light-rocg-logo.svg) ](https://maus.com#) - [![light-sbdc-logo](https://maus.com/hubfs/light-sbdc-logo.svg) ](https://maus.com#) - ![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)   TRUSTED BY MORE EXIT PLANNING PROFESSIONALS THAN ANY OTHER IN THE WORLD ## The #1 Exit Planning Software for Advisors ### CEPA Preferred   Designed to systemize and automate the exit planning process, Maus empowers Certified Exit Planning Advisors (CEPAs) with valuation tools, financial integrations, and structured assessments that simplify planning and execution. ### Built for VAM Maus is aligned with the Exit Planning Institute’s Value Acceleration Methodology, ensuring advisors can seamlessly implement a proven framework for maximizing business value and exit readiness.   ### Trusted Leader Enjoy piece of mind knowing that you're in great company. As a member of the Maus community, the largest broker-dealers and most successful independent advisors in the world are your peers. [EXPLORE OUR SOFTWARE FOR FINANCIAL ADVISORS ](https://maus.com/software-for-financial-advisors?hsLang=en) HAVE A SEAT AT THE TABLE ## Deepen Client Relationships & Increase Retention Start the conversation with business owners long before they exit to: - **Expand Advisory Services** – Provide long-term, high-value guidance beyond traditional wealth management. - **Strengthen Client Relationships** – Support business owners through the exit process, building trust over time. - **Increase Client Loyalty & Retention** – Foster multi-year relationships that keep clients engaged with your services. [GET STARTED ](https://maus.com/bookademo?hsLang=en) ![Maus-Exit-Planning-Software-2](https://maus.com/hs-fs/hubfs/Maus-Exit-Planning-Software-2.png?width=2000&height=2000&name=Maus-Exit-Planning-Software-2.png "Maus-Exit-Planning-Software-2") ![Maus-Exit-Planning-Software-9](https://maus.com/hs-fs/hubfs/Maus-Exit-Planning-Software-9.png?width=2000&height=2000&name=Maus-Exit-Planning-Software-9.png "Maus-Exit-Planning-Software-9") EXPAND YOUR OFFERING ## Unlock New Revenue Streams Business owners have extensive networks of peers and professionals. Maus keeps you front and center, creating opportunities for: - **Unlock New Revenue Streams – **Offer consulting, valuation, and succession planning services. - **Increase Billable Offers – **Expand your advisory offerings with high-value, fee-based services. - **Stand Out in the Market** – Differentiate yourself with specialized exit planning expertise. [GET STARTED ](https://maus.com/bookademo?hsLang=en) PARTICIPATE IN THE LIQUIDITY EVENT ## Capture & Manage Post-Exit Assets - ****Retain and Manage Post-Exit Assets** – **Guide business owners through a strategic exit and provide wealth management services**.** - **Ensure a Smooth Financial Transition** – Help clients move seamlessly into retirement planning, estate management, and investments. - **Grow Assets Under Management (AUM)** – Continue serving clients beyond business ownership and expand your portfolio. [GET STARTED ](https://maus.com/bookademo?hsLang=en) ![Maus-Exit-Planning-Software-10](https://maus.com/hs-fs/hubfs/Maus-Exit-Planning-Software-10.png?width=2000&height=2000&name=Maus-Exit-Planning-Software-10.png "Maus-Exit-Planning-Software-10") ## Why Business Owners Need Exit Planning ![1-Stats 1-1](https://maus.com/hubfs/1-Stats%201-1.svg) ### Nearly Half Are Ready to Exit With over 33 million privately owned businesses driving 43% of U.S. GDP, 49% of owners plan to exit within five years. They need an advisor to quarterback the transition — and manage their newly liquid wealth. ![1-Stat 3-3](https://maus.com/hubfs/1-Stat%203-3.svg) ### Their Business Holds 80% of Their Wealth For most owners, the business is their biggest asset — making up 80% of their net worth. Are you ready to help them protect, grow, and transition that wealth? ![1-Stat 2-1](https://maus.com/hubfs/1-Stat%202-1.svg) ### 86% of Them Haven't Prepared In the last two years, 86% of business owners have taken no formal steps to enhance value or de-risk their business for transition. They need a trusted advisor — are you ready to step in? ## Why Advisors Choose Maus BRINGING IT ALL TOGETHER ## Everything in One Place ![1-maus-check-blue2](https://maus.com/hubfs/1-maus-check-blue2.png) ### Complete Platform ![Attract-Engage-Build-Circle-v2-8](https://maus.com/hubfs/Attract-Engage-Build-Circle-v2-8.png) ### Complete Exit Planning Solution Maus provides a complete exit planning platform – **Attract** generates leads and positions you as the expert, **Engage** streamlines valuations, benchmarks and planning, and **Build** drives value growth with KPI tracking and financial integrations. From client acquisition to business transformation, Maus simplifies exit planning and delivers real results every stage of the client journey. ![1-maus-hand-blue2](https://maus.com/hubfs/1-maus-hand-blue2.png) ### Expert Support ![Maus-Exit-Planning-Support-8](https://maus.com/hubfs/Maus-Exit-Planning-Support-8.png) ### Your **Partner in Exit Planning Success** Our dedicated support team is here to help you every step of the way, ensuring you get the most out of our platform. Whether you need **technical assistance, strategic guidance, or best practices**, we’ve got you covered. ![1-maus-academy-blue2](https://maus.com/hubfs/1-maus-academy-blue2.png) ### Online Academy ![1-Maus-Exit-Planning-Academy](https://maus.com/hubfs/1-Maus-Exit-Planning-Academy.png) ### Deep Exit Planning Knowledge With access to **Maus Academy**, you’ll find **on-demand training, step-by-step guides, and expert-led resources** to help you master exit planning. Each Academy course is designed to let you work at your own pace. Plus, our **customer success team is always ready to provide personalized support**, helping you integrate Maus into your workflow and grow your practice. ![Attract-Engage-Build-Circle-v2-8](https://maus.com/hubfs/Attract-Engage-Build-Circle-v2-8.png) ### Complete Exit Planning Solution Maus provides a complete exit planning platform – **Attract** generates leads and positions you as the expert, **Engage** streamlines valuations, benchmarks and planning, and **Build** drives value growth with KPI tracking and financial integrations. From client acquisition to business transformation, Maus simplifies exit planning and delivers real results every stage of the client journey. [LEARN MORE ](https://maus.com/how-it-works?hsLang=en) [LET'S CHAT ](https://maus.com/bookademo?hsLang=en) ![Maus-Exit-Planning-Support-8](https://maus.com/hubfs/Maus-Exit-Planning-Support-8.png) ### Your **Partner in Exit Planning Success** Our dedicated support team is here to help you every step of the way, ensuring you get the most out of our platform. Whether you need **technical assistance, strategic guidance, or best practices**, we’ve got you covered. [LEARN MORE ](https://maus.com/how-it-works?hsLang=en) [LET'S CHAT ](https://maus.com/bookademo?hsLang=en) ![1-Maus-Exit-Planning-Academy](https://maus.com/hubfs/1-Maus-Exit-Planning-Academy.png) ### Deep Exit Planning Knowledge With access to **Maus Academy**, you’ll find **on-demand training, step-by-step guides, and expert-led resources** to help you master exit planning. Each Academy course is designed to let you work at your own pace. Plus, our **customer success team is always ready to provide personalized support**, helping you integrate Maus into your workflow and grow your practice. [LEARN MORE ](https://maus.com/how-it-works?hsLang=en) [LET'S CHAT ](https://maus.com/bookademo?hsLang=en) ## About Maus Software THE #1 EXIT PLANNING SOFTWARE FOR FINANCIAL ADVISORS ## Deliver Value. Drive Growth. Maus is the only solution for financial advisors serious about sustainable growth and maximizing client retention. It's a  fresh, scalable approach to building the strongest relationships with your clients that lasts for generations. Exit planning is about more than one major liquidity event. It's about providing value to your clients for the next 50 years, consistently, and reliably. Maus strips away the chaos of legacy processes, freeing you to deliver bespoke, exit-focused services at scale. It’s exit planning for the modern era. Maus Exit Planning Software is for advisors who demand more, and for clients who deserve the very best. [LEARN MORE ABOUT MAUS SOFTWARE ](https://maus.com/about-us?hsLang=en) ## 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) ## Resources ONE PAGE CEPA GUIDE ![CEPA Value Acceleration Guide](https://maus.com/hs-fs/hubfs/CEPA%20Value%20Acceleration%20Guide.png?width=500&height=500&name=CEPA%20Value%20Acceleration%20Guide.png) #### The Quickest Way to Offer Exit Planning. Learn about each deliverable required for each stage of a client engagements and how to create them easily and consistently. [LEARN MORE ](https://maus.com/cepa-guide?hsLang=en) EXIT PLANNING STARTER KIT ### ![Maus exit planning starter kit 1](https://maus.com/hubfs/Maus%20exit%20planning%20starter%20kit%201.svg) #### Get the Exit Planning Starter Kit Includes editable PowerPoint deck, Business Valuation Exit Planning Proposal, and Client Facing Brochure. [LEARN MORE ](https://maus.com/exit-planning-starter-kit?hsLang=en) CASE STUDY #### ![Virginia Asset Management Maus Software](https://maus.com/hubfs/Virginia%20Asset%20Management%20Maus%20Software.svg) #### How Leading Asset Management Firm Grew Exit Planning Revenue 400%   [LEARN MORE ](https://maus.com/blog/virginia-asset-managements-400-revenue-boost-with-maus?hsLang=en) FREE EXIT PLANNING EDUCATIONAL RESOURCES ## THE EXIT PLANNING GLOSSARY #### A Free Educational Resources for Financial Advisors to Get Familiar with Exit Planning Terminology  Includes a full glossary of terms and supporting articles to get into the mindset of an exit planning advisor. Exit planning is regarded as the next major value horizon for financial advisor, much like estate planning was perviously. [LEARN MORE ](https://maus.com/exit-planning-glossary-terms?hsLang=en) EXIT PLANNING RESOURCES #### EXIT PLANNING CASE STUDIES #### Diving into the numbers to learn how leading advisors are using exit planning and exit planning software to achieve success.   [LEARN MORE ](https://maus.com/case-studies?hsLang=en) ## Frequently Asked Questions ### What is exit planning software? And why do advisors need it? Maus exit planning software helps advisors guide business owners through the process of preparing for and executing a business transition. It includes automated tools for valuations, financial modeling, strategic planning, and reporting. Advisors need it to streamline complex transitions, align business and personal goals, and provide tailored guidance. It saves time, enhances decision-making, and helps advisors transfer sales proceeds to AUM. ### How does Maus help me attract high-net-worth business owners? Maus Attract provides powerful lead generation tools, including custom landing pages, lead magnets, and automated outreach, to connect you with business owners early in their exit planning journey. ### Is Maus easy to integrate into my existing practice? Absolutely! Maus is designed for seamless onboarding, with guided training through Maus Academy, intuitive tools, and a fast implementation process to get you client-ready in just two weeks. ### What security measures does Maus have in place to protect client data? Maus is SOC 2 certified, meeting rigorous security standards to safeguard your clients' sensitive information and ensure compliance with industry regulations. ### Can Maus receive approval from strict compliance departments? Maus has successfully met the compliance standards of some of the largest and most respected broker-dealers worldwide. Purpose-built for financial advisors, Maus is designed with compliance at its core, ensuring alignment with the technical and regulatory requirements necessary for approval and ongoing adherence.           THERE'S NO BETTER TIME ### Get Started Today Ready to take your exit planning services to the next level? Join the largest community of CEPAs in the world, by using Maus Exit Planning Software to grow your practice and deliver unmatched results for your clients. See how Maus can transform the way you approach exit planning. Schedule a discovery call today! [GET STARTED ](https://maus.com/bookademo?hsLang=en) ### 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.