Helping Accountants, Wealth Planners and Business Brokers to successfully offer Exit & Succession planning services to their clients.
Easy to use diagnostics to structure the client engagement
Produce instant reports that will impress every time
Keep your clients accountable with a shared dashboard
Exit & Succession planning is the fastest growing advisory segment. With 50% of business owners overt the age of 50 there is thousands of business owners that need your help to successfully exit their business.
It is estimated that there are around 400 business owners exiting their business every hour across the US, UK and AUS, many of which will not achieve a successful exit.
This is why MAUS have created the ValueMax Exit Planning Software, designed to help advisors tap into the potential of exit planning. Whether your goals is to just help business owners build value or to transition out of the business, MAUS ValueMax will give you a simple, structured process to follow.
“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
Drawing on over 25 years of experience & development, the ValueMax Software is the benchmark in Exit Planning solutions.
MAUS ValueMax will help you to create Exit & Succession plans in minutes. Deliver your client a professional exit & succession plan report with just the click of a button. Identify gaps and produce stunning action plans that will help you secure advisory clients on a long-term engagement.
The audit process is automated with client questionnaires that will automatically compile into detailed reports or presentable PowerPoint presentations. Each report is automatically branded with your practice details and includes your client details that are automatically merged into the reports.
The software automatically compiles a comprehensive “exit & Succession plan” report based on the “Attractiveness” and “Readiness” index. The report automatically calculates the score and graphs the gaps indicating the necessary action plan that is needed to increase the value of the business.
The MAUS methodology has been recommended by the Exit Planning Institute in the USA and the Institute of Exit Advisors in Australia. MAUS have solidified ourselves as the leader of exit planning solutions in Australia and the US. The MAUS ValueMax – Exit & Succession Planning Software will provide you with:
The MAUS ValueMax – Exit & Succession Planning Software will completely automate the reporting process, saving you hours for each client. Once you input client data into the software, you have a whole range of report options to produce that suit the different stages of your engagement:
Whether you are just getting started or already established and looking to take your Advisory services to the next level, we have a plan that suits your needs. All of our plans come with a complete 30 day money back guarantee.
Packs are completely customisable! If you would like to change any of the tools listed in the packs above to better suit your needs get in touch with the MAUS team to speak further.
Give us a call on 1300 300 586 or email our team at firstname.lastname@example.org
Try the MAUS Exit & Succession software before you buy.
Simply fill in the form to receive instant trial access. No credit card required.