Innovative Management Software

Become A Certified Exit & Succession Planning Advisor

Industry-leading training events for Consultants, Advisors & Coaches looking to build a profitable practice and leverage technology

Proudly backed by the Institute of Advisors

Course Outline

Exit & Succession Planning is the fastest growing profitable niche for advisors, accountants, wealth planners and business coaches. As a ValueMax Certified Advisor, you’ll be educated in the entire exit and succession process, and then shown how to use and effectively leverage the MAUS software to build a profitable exit planning income stream. This course would be suitable for accountants, business advisors, professional advisors, business coaches and new start advisors

Who Should Enrol?

  • Those wanting to tap into a 6000 billion dollar blue ocean opportunity
  • Those with a passion for helping others achieve their business goals
  • Those looking to become their own boss in an exciting and diverse industry
  • Those with the drive to establish a career in the business consulting industry

Course Highlights

    • One day face to face training
    • Complete client methodology and client workbook
    • Live business case study
    • 12 module online business coaching program
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What’s Included in The Program?

    • Tickets to the One Day live workshop event
    • MAUS ValueMax Software and credential
    • Complete video training resources
    • Templates, tools & proposals
    • Certified logo & online certification platform

Goals During The Course

    • Theory: To provide an overview of the exit planning process and highlight the most important areas. sample client diagnostics, tools and proceeses included
    • Software: To provide a deep dive training into how to use the ValudMax software to generate assessments, action plans and create reports such as the One Page Exit Plan
    • Revenue & Implementation: How to best leverage the credential and software to win new business and generate recurring revenue.

Training and software backed by the Institute of Advisors

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"I would highly recommend this course to all advisors, accountants, bookkeepers and consultants. I was blown away with the power and practical nature of the course. Probably the most effective and enjoyable course I have ever done. The credibility networking & MAUS tools has helped me to move my practice forward
Phil Roberts
Certified Business Advisor