ValueMax - Exit & Succession Planning Made Easy

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

Why you should offer Exit Planning to your clients

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.

MAUS ValueMax Exit & Succession planning
Exit Planning Institute

Customer Spotlight

“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

Key Features

  • Step-by-step process that guides you and your client through the whole exit & succession planning process
  • Create impressive reports that are simple, enjoyable & effective
  • Create a powerful "One Page Exit Plan" that clearly lays out the goals for your client
  • Use the inbuilt value range tool to show how you are helping to grow the value of your clients' business

The MAUS ValueMax Program

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.

Milestones - MasterPlan Lean
ValueMax Exit Planning Software

Best of breed methodologies

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:

  • Best of breed systems and methodologies
  • Trust and credibility with your clients
  • Profitable and time saving workflow
  • The basis to establish a profitable revenue strucutre

Professional reports your client will love

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:

  • Client Teaser - One Page Exit Plan
  • Business Attractiveness - How attractive is your clients business to a potential investor
  • Business Readiness - Reverse due diligence, looking at over 20 areas of your clients business
  • Personal Readiness - Is your client ready to exit the business from a personal/emotional perspective
  • Financial Readiness - Is your client financial ready to exit the business
MasterPlan Report - Business Plan

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 utilizes a 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 hundreds of hours of time.

Over 60,000 Customers

MAUS' award winning software has been around for over 25 years. Produced in Australia, MAUS has served over 60,000 businesses across over 55 countries

Full Customer Support

At MAUS, 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 advisors

Award Winning

MAUS is proud to be recognized as Small Business Champion in IT, as well as the Winner of Information Technology at the Australian Small Business awards.

Instant Access

Receive instant access to the range of tools and documentation to help develop and improve your businesses’ processes.

Flexible plans to suite your needs

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.

ValueMax

$ 199
Per Month
  • Unlimited Clients
  • Unlimited Reporting
  • Cloud-Based Software & Storage
  • 30 Day Money Back Guarantee
  • Link to Xero, QuickBooks & Excel
  • Exit & Succession Planning

Starter Pack

$ 299
Per Month
  • Unlimited Clients
  • Unlimited Reporting
  • Cloud-Based Software & Storage
  • 30 Day Money Back Guarantee
  • Link to Xero, QuickBooks & Excel
  • Client Diagnostics
  • Exit & Succession Planning
  • Task & Project Planner
Popular

Strategist Pack

$ 499
Per Month
  • Unlimited Clients
  • Unlimited Reporting
  • Cloud-Based Software & Storage
  • 30 Day Money Back Guarantee
  • Link to Xero, QuickBooks & Excel
  • Client Diagnostics
  • Exit & Succession Planning
  • Task & Project Planner
  • Business Planning
  • KPI Dashboard

All Modules Pack

$ 699
Per Month
  • Unlimited Clients
  • Unlimited Reporting
  • Cloud-Based Software & Storage
  • 30 Day Money Back Guarantee
  • Link to Xero, QuickBooks & Excel
  • Client Diagnostics
  • KPI Dashboard
  • Task & Project Planner
  • Business Planning
  • Virtual CFO Reporting
  • Exit & Succession Planning
  • Policies & Procedures
  • HR Policies (Fair Work Act)

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 sales@maus.com.au

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