In the realm of exit planning, a diverse range of professionals converges to facilitate optimal business exits for owners. Exit Planning Institute (EPI), a beacon of authority in this field, collaborates with industry experts like our esteemed Strategic Partner, Maus Software.
Today we share some insights from our Strategic Partner Maus Software, that will help our advisor community strengthen their relationship with their owner clients.
Introducing Maus
Maus disrupted the exit planning landscape three decades ago with the introduction of the first digitized business planning tool. Today, Maus stands as a trailblazer, offering a comprehensive platform for strategic, financial, and exit planning. With a global presence spanning over 10,000 users across 20+ countries, Maus remains steadfast in its commitment to empowering organizations to achieve their goals.
Maus Shares Their Story
At its core, Maus is driven by a profound belief in facilitating business aspirations. Since 1992, Maus has been instrumental in providing tools and services for effective strategic and exit planning. Their groundbreaking software serves as a guiding beacon, steering both advisors and their clients towards success.
Driving Value for Business Owners
Maus' strategic and exit planning software offers business owners a user-friendly platform to craft and execute exit plans. Benefits include a clear understanding of their business’s value, maximizing business value by addressing weaknesses, learning what makes their business attractive to buyers, and integrating the globally recognized Value Acceleration Methodology (VAM). Maus enables effective exit planning, ensuring long-term business success as well as salability.
Insights for Certified Exit Planning Advisors (CEPA®)
For Certified Exit Planning Advisors (CEPA), Maus presents a compelling proposition aligned closely with the Value Acceleration Methodology. Tailored specifically for CEPAs, Maus aligns with the triggering event, streamlining value acceleration with automated workflows and reports. Maus empowers CEPAs with specific workflows for both quarterbacks and value advisors. Integration with QuickBooks and Xero ensures accurate financial forecasts. Additionally, Maus offers a plethora of marketing tools, reports, and valuation capabilities, enabling successful exits and expanding the referral network for CEPAs.
Who Benefits from Maus?
Maus caters to a diverse spectrum of exit planners, encompassing financial advisors, CPA firms, banks, and business value advisors. Their bespoke solutions elevate service standards, foster recurring revenue streams, and nurture enduring client relationships.
Strategic Partnership with Exit Planning Institute®
Maus and EPI have had a great partnership over the last 10 years. Maus has contributed several aspects of the value acceleration methodology which has given us a shared DNA. Formalizing our partnership with the Strategic Partnership Program was an obvious next step. We're looking forward to continuing our relationship and moving the exit planning industry forward.
Why Join EPI's Strategic Partnership Program?
The Strategic Partnership Program helps advisors connect to functional specialists, software tools and resources to build out successful teams. As the journey through exit planning continues to evolve, partnerships like these play an indispensable role in catalyzing meaningful progress and fostering enduring success.
Are you interested in becoming a Strategic Partner? Contact our Manager of Strategic Relationships, Josh Koza, for more information!
