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What is ValueMax?

Supporting accountants, wealth advisors, and business brokers in delivering effective exit and succession planning services is vital for their clientele. This segment of advisory services is experiencing rapid growth, particularly as a considerable portion of business proprietors are over 50 years old, leading to a surge in entrepreneurs seeking assistance for a successful exit strategy. Alarmingly, around 400 business owners exit their companies each hour across markets like the US, UK, and Australia, with many failing to navigate a successful transition. In light of this critical demand, MAUS has introduced the ValueMax Exit Planning Software, designed to help advisors seize the potential within exit planning. Whether your goal is to aid business owners in increasing their company’s worth or to streamline their exit process, MAUS ValueMax offers a clear and systematic approach, ensuring that every aspect of the planning is attended to. This innovative tool not only helps maximize business value but also promotes a more seamless transition for owners, thereby improving the chances of achieving successful results. By utilizing such resources, advisors can significantly enhance their service offerings and provide invaluable support to their clients during this pivotal phase.

What is ExitPro?

ExitPro simplifies the process of scheduling, coordinating, and translating exit interviews, ensuring that you never have to deal with disorganized systems again. It caters to every country and division, enabling the centralization and streamlining of exit interviews into one comprehensive solution. With ExitPro, you can minimize uncertainty and make informed decisions based on insightful data. This exit interview software empowers you to take meaningful action that can significantly impact your business's financial health, as every employee's departure can influence your bottom line. While small businesses may foster a more personal culture, they often struggle to offer the diverse opportunities that employees seek. Mid-sized companies encounter similar challenges as larger ones but typically have more limited resources to retain their essential personnel. In a competitive landscape where large organizations vie for top talent at all levels, the implications of employee turnover can be staggering, costing businesses millions each year. ExitPro not only pinpoints the underlying reasons for turnover but also provides actionable insights to help you improve employee retention. By addressing these issues proactively, you can create a more engaging workplace that encourages employees to stay longer.

What is ExitAdviser?

Achieve complete control with no commissions and unparalleled visibility as you expedite the sale of your business through ExitAdviser. Is your business prepared for the marketplace? Does it showcase its strengths effectively? Have you taken all the crucial steps to ensure a successful sale? ExitAdviser addresses these vital questions by assessing your company’s marketability. Keep in mind that time equates to money, so it’s essential to use every moment wisely. ExitAdviser helps you manage your time efficiently by establishing a tailored schedule and fine-tuning your business for sale. Utilizing a thorough business valuation approach, ExitAdviser enables you to support your asking price with confidence in front of potential buyers. This capability is facilitated by the discounted cash flow (DCF) method, a respected valuation technique for evaluating the worth of a thriving business. By forecasting future cash flows and converting them to present value, you obtain an accurate valuation that can greatly influence your selling journey. With ExitAdviser, you can embark on the sale of your business equipped with certainty and insight, ensuring a smoother transaction process. It's time to take the next step toward a successful sale and maximize your business’s potential.

What is Capitaliz?

Capitaliz goes beyond merely affirming the worth of your business; it offers insightful recommendations that empower you to enhance that worth through strategic business development methods such as optimizing processes, minimizing risks, and fostering sustainable growth. Leveraging the expertise of Succession Plus, which utilizes a vast array of exit planning data, Capitaliz equips small and medium-sized enterprises (SMEs) with a tailored tool that enables them to evaluate and contrast their performance against industry rivals. This functionality aids in pinpointing areas of overachievement or underachievement. Furthermore, business owners can access up-to-date, benchmarked information regarding their business's value, allowing for informed decision-making and strategic adjustments. This comprehensive approach ensures that SMEs can thrive in a competitive landscape.

Media

Media

Media

Media

Integrations Supported

MYOB AccountRight
Microsoft Word
NetSuite SuiteCommerce
QuickBooks Accountants
Xero

Integrations Supported

MYOB AccountRight
Microsoft Word
NetSuite SuiteCommerce
QuickBooks Accountants
Xero

Integrations Supported

MYOB AccountRight
Microsoft Word
NetSuite SuiteCommerce
QuickBooks Accountants
Xero

Integrations Supported

MYOB AccountRight
Microsoft Word
NetSuite SuiteCommerce
QuickBooks Accountants
Xero

API Availability

Has API

API Availability

Has API

API Availability

Has API

API Availability

Has API

Pricing Information

$199 per month
Free Trial Offered?
Free Version

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Pricing Information

$350 per month per business
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

MAUS Business Systems

Date Founded

1990

Company Location

Australia

Company Website

maus.com/epi-partnership/

Company Facts

Organization Name

Retensa

Date Founded

1999

Company Location

United States

Company Website

exitpro.com

Company Facts

Organization Name

ExitAdviser

Company Location

United States

Company Website

exitadviser.com

Company Facts

Organization Name

Capitaliz

Company Location

United States

Company Website

www.capitaliz.com

Categories and Features

Succession Planning

"What If" Scenarios
360 Degree Feedback
Career Development
Competency Scale
Employee Profile
Goal Management
Organizational Charting
Performance Management
Recruiting Management
Succession Management

Categories and Features

Employee Engagement

Benchmarking
Cultural Alignment
Employee Awards
Employee Guides
Employee Recognition
Feedback Management
Goal Management
Health & Wellness Programs
Performance Management
Pulse Surveys

Categories and Features

Categories and Features

Equity Management

Cap Table Management
Deal Management
Document Storage
ESOP Management
Financial Modeling
Options Management
Participant Portal
Portfolio Management
Private Equity
Public Equity
VSOP Management
Valuation Management
Vesting Management

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