The Industry-leading education & certification for Consultants, Advisors & Coaches looking to build a profitable practice through exit & succession planning.

Learn how to leverage exit & succession planning to build your practice

ValueMax - Exit & Succession Certification

Join a community of professional business advisors & consultants

What is the ValueMax - Exit Planning Certification?

Exit & Succession planning is witnessing the fastest growth as a profitable niche for business advisors, accountants wealth planners and business coaches. As a ValueMax Certified Advisor you’ll be educated in the entire exit & succession processes, and then shown how to use and effectively leverage the MAUS exit & succession software to build a profitable exit planning income stream. 

How do I complete the course?

You will be taken through the fundamentals, as outlined in the course curriculum below, over a series of live webinars presented by Peter Hickey (CEO & Founder of MAUS Business Systems) and Peter Christman (Co-Founder of the Exit Planning Institute). These courses have been based on over 25 years of industry experience and has been developed into a proven step-by -step methodology which anyone can follow!

Who is this course designed for?

MAUS Academy Course

Course Highlights

  • Deep dive training on the exit planning opportunity and ValueMax methodology
  • Education and confidence building around how to leverage and successful implement the One page exit plan 
  • Complete client methodology and client workbook
  • Live business case study
  • Exit planning business models scaling your practice

Whats included in the program?

  • Enrollment in the ValueMax – Exit Planning Certification
  • MAUS ValueMax Certified Advisor Credential
  • Complete video training resources
  • Templates, tools, proposals & complete marketing resource kit
  • 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 processes.
  • SOFTWARE: To provide a deep dive training into how to use the ValueMax software to generate assessments, action plans and create reports such as the One Page Exit Plan©
  • REVENUE & IMPLEMENTATION: How to leverage the credential and software to win new business.

What will you learn?

  • How to tap into the fastest growing advisory segment
  • How to avoid the #1 most common mistake advisors make
  • The easiest way to win a client
  • How to sell on value and what to charge
  • How to create recurring revenue
  • A proven step by step methodology
  • How to automate scale and leverage your practice
  • How to drive regular client accountability
"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

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