ValueMax
Exit planning solutions Designed for CEPA's
MAUS captures the essence of what you have learnt during the CEPA program with the Exit Planning Institute (EPI) and helps you turn that knowledge into a repeatable system for generating new consulting revenue for your practice.
For over 30 years MAUS has helped advisors, consultants and coaches automate and scale their practices leveraging simple and easy to use software.
“The MAUS Exit Planning tools are a highly impressive, effective and “must have” suite of tools for any Advisor offering Exit & Succession planning services, serious on building a profitable practice.”
Chris Snider – Exit Planning Institiute
Automate the triggering event
The software is mapped to what the Exit planning institute call the triggering event. You will find it intuitive and easy to use.
Email your clients the assessments or conduct a business owner interview leveraging the ready made questions and scoring on a simple 1 to 6 scale.
You have the functionality to customize the questions and reporting outputs completely. Build in your own questions or tailor the questions for a vertical market.
Business Attractiveness
30 simple questions over 4 categories to determine how attractive the business is to potential investors.
Exit Readiness
121 deep dive value driver questions across 22 categories used to identify and risk factors that could potential devalue a business at the time of due diligence.
Personal Readiness
Long and short format versions to determine how prepared an owner is from a welfare and wellbeing perspective for life after exit.
Financial Readiness
Short and long format versions to ensure the owner is financial prepared to maximise net proceeds and lead a comfortable lifestyle post exit.
Once you’ve completed the assessments educate your client around Value enhancement and demonstrate their business ValueGap based on their results. Compare current value to potential future value and demostrate your return on investment proposition with visual gap analysis and prioritized action plan reports that will WOW your business owner clients.
Prepare the Master plan
MAUS Masterplan Lean will help you develop a clear strategic plan and stunning investor pitch deck for your client to help them move the needle and get their revenue and profit drivers ticking over.
Produce your clients financial forecasts, competitor, customer and SWOT analysis. The software is integrated with milestones and projects
Import financials from quickbooks online & xero
Produce a forecast for your clients P&L and Casflow for the next 12month to 5 years automatically by importing directly from their account system.
Customer strategies
Who are your clients key customers. What are their needs and wants? How well does your client satisfy customers needs compared to their compeitors.
Competitor Analysis
Identify who your clients key competitors are, what they do better and what you client does better. What are their product/service differences and price points.
SWOT Analysis
What are your clients internal strengths and weaknesses and external opportunities and threats? What do these all mean for the organisation?
Quarterback implementation in 30 -90 day sprints
All CEPA’s wants to know how to take a one off consulting fee and turn it into an ongoing recurring revenue model.
The good news is MAUS has a built in KPI Dashboard and milestones and projects manager that you can use project manage and quarterback the implementation of your prioritised action plan over 30 – 90 days sprints.
Review your clients key metrics, achievements and obstacles and hold them accountable for implementing their action items from their exit and strategic plans. Grant your clients access to the platofrm and delegate the de-risking and value enhancement actions to the business owner, their staff and other advisors you collaborate with during the engagement.
Why MAUS?
No Risk Trial
Our no risk purchase trial gives you peace of mind that if the software doesn’t meet your needs for any reason, you will receive a full refund.
Easy To Use
MAUS ustilises state of the art Cloud-based technology for easy access, usability and efficiency. MAUS Cloud is one simple to use system to automate your business processes and save you hours.
Over 60,000 Customers
The award-winning MAUS tools haveserved over 60,000 businesses and 10,000 advisors across 55+ countries.
Full Customer Support
We nurture our customers to ensure they receive the most effective outcome from our software. included free in your subscription is access to our onboarding webinars, training demonstrations and Australian-based technical support.
Australian-Owned & Developed
MAUS are proud to have been owned and operated in Australia for over 25+ years. We are proud to have pioneered the first Windows-based Business Planning Software in the world.
Instant Access
Receive instant access to the range of tools and documentation to help and improve your businesses’ processes.
See our specials rates below for CEPA's
BASIC
5 Client Plan-
1 Advisor Licence
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Links to Xero, QuickBooks and Excel
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Exit & Succession Planning
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Client Diagnostics & Health Checks
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Business & Strategic Planning
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Financial & Non-Financial Reporting
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Task & Project Planning
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Policies & Procedures
STANDARD
10 Client Plan-
Custom Questionnaires
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3 Advisor Licences
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Links to Xero, QuickBooks and Excel
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Exit & Succession Planning
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Client Diagnostics & Health Checks
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Business & Strategic Planning
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Financial & Non-Financial Reporting
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Task & Project Planning
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Policies & Procedures
PREMIUM
20 Client Plan-
Additional White-labelling
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Custom Questionnaires
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5 Advisor Licences
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Links to Xero, QuickBooks and Excel
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Exit & Succession Planning
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Client Diagnostics & Health Checks
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Business & Strategic Planning
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Financial & Non-Financial Reporting
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Task & Project Planning
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Policies & Procedures
Partner Program
Add on to any software tier-
Add to either the Basic, Standard or Premium Plans +
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Institute of Advisors Certification Course
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Online Partner Training & Induction
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Monthly Group Training Sessions
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1-1 Priority Training & Support
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Marketing & Lead Generation Material
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& Much more....
Use the code: CEPA15 to claim your discounted rate
Start your free trial
Try the Maus Advisory Platform today!
Simply fill in the form to receive instant trial access. No credit card required.