No matter where you're at in your advisory practice or who you are, Maus meets you where you're at. Whether you're a "Quarterback" or a "Value Advisor", learn how Maus Software seamlessly aligns with the Value Acceleration Methodology. Furthermore, learn how to attract new owners and convert prospects to qualified leads.
Learning Objectives:
- Align your practice with VAM using a turnkey CEPA platform.
- Enhance advisory practice with service consistency strategies.
- Attract, retain clients, and drive revenue growth.
- Seamlessly integrate VAM with technology for efficiency and client satisfaction.
Thank you to our Sponsors
Event Details
Who Should Attend?
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CPAs/Accountants
Owners participating in the State of Owner Readiness research continue to indicate that you are the No. 1 "Most Trusted Advisor." You are a natural fit to lead the exit planning team and deepen your relationship (and retention) of next generation owners.
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Wealth Managers
You’re a skilled relationship person. Being entangled into your clients’ professional lives matters as you build a strategy to manage their wealth upon them harvesting it from their business. Exit planning allows you to build a deeper relationship with your client, expands your COI network, while giving you an early seat at table well before the liquidity event.
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Family Business Advisors
More than 50% of lower middle market business owners would prefer to transition to the next generation. Help them succeed with exit planning strategies.
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Mergers & Acquisition Advisors
Proper exit planning causes less deals to fall through at the last minute. Connect with CEPAs to build your healthy deal flow network.
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Attorneys
You have close relationships with clients, and can benefit from being the first advisor to introduce the idea of exit planning.
EXIT PLANNING IS GOOD BUSINESS STRATEGY
The Exit Planning Institute, provides Financial Advisors, Accountants, Consultants, and other advisors of business owners with the critical education to differentiate themselves and add value to their existing client relationships through a credential, conference, courses, and content. Download the CEPA brochure for more information.
ABOUT THE PRESENTERS
Meet Aaron Stine:
Aaron Stine, a seasoned tech founder and serial entrepreneur with 25 years of industry experience, leads Maus with an infinite mindset, prioritizing customers and teams. As the founder of Bomb Diggity Ventures Private Equity and a CEPA, he excels in crafting powerful business strategies aligned with short and long-term objectives.
With a background in financial services and SaaS, Michael Brady excels at bridging the gap between theory and execution. With 10 years of experience serving small business owners, he has trained over 100 licensed representatives in financial services and is a technology solutions expert for financial professionals. Michael offers a wealth of information in an engaging and easily digestible manner—making his insights something you won't want to miss.
