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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 MyPlanMap?

We emphasize the crucial role of engagement through simplification, striving to deconstruct complex ideas into their most understandable elements. Our strategy focuses on clarity, detail, and accessibility, which we consider vital for creating meaningful value. We are dedicated to promoting sustainable and lasting value generation for fee-only advisors, helping them cultivate new revenue avenues for their clients. By providing this supplementary service, financial advisors can elevate their value propositions, enabling clients to fully realize their financial plans. We are committed to establishing mutually beneficial scenarios that favor both planners and their clients. Additionally, we highlight the importance of checklists and their ability to inspire action, promoting steps that can significantly improve the experiences of both advisors and their clients. Ultimately, our aim is to enhance the visibility and dynamism of financial advisors, empowering them to effectively remind and inspire clients with key financial planning advice. This approach not only strengthens communication but also fosters actionable insights, ensuring that both financial advisors and their clients can succeed together. By focusing on collaboration and shared goals, we enhance the overall effectiveness of the advisory process.

Media

Media

Integrations Supported

Additional information not provided

Integrations Supported

Additional information not provided

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

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

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

MyPlanMap

Date Founded

2014

Company Location

Canada

Company Website

www.MyPlanMap.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

Financial CRM

Account Alerts
Asset Management
Expense Tracking
Household Tracking
Influence Tracking
Lead Management
Marketing Management
Relationship Tracking
Team Assignments
Territory Management

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