Live Oak Bank
Acquisition, succession and transition loans for investment advisory firms
- RIAs
- Broker-dealers
- Asset managers
Practice management & M&ACustom quote
Maus
Exit-planning software with business valuations and owner engagement tools for advisors
Land O Lakes, FL, USFounded 1992Private-equity backedmaus.comNot yet confirmed by the company
What it does
Maus is exit-planning software for financial advisors, CPAs and certified exit planning advisors who serve private business owners. It follows the Exit Planning Institute's Value Acceleration Methodology and names broker-dealers among its users.
The product comes in three modules. Attract covers prospecting, with email and social campaigns, a marketing library, a ScoreYourBusiness lead assessment and prospect scoring. Engage delivers business valuations, exit-readiness assessments and action plans. Build adds strategic planning and a KPI dashboard fed by financial integrations such as QuickBooks, with BVR DealStats transaction data supporting valuations.
Maus traces its business-planning software to 1992. It was acquired by private equity firm Bomb Diggity Ventures and moved its headquarters to Land O Lakes, Florida; Aaron Stine is CEO. Published prices are $299, $399 and $499 per month for Attract Social, Engage and Build.
Best for
- Serves
- Broker-dealers
Features
- Business valuation tools
- Exit readiness assessments
- Strategic planning and KPI dashboard
- Prospect scoring
- Email and social marketing automation
- ScoreYourBusiness lead assessment
Pricing and deployment
- Pricing model
- Tiered
- Published pricing
- Attract Social $299/month; Engage $399/month; Build $499/month
- Deployment
- Cloud
Integrations
Data feeds
- Business Valuation Resources (BVR) DealStats
Integrations
- QuickBooks
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