Ratings and Reviews 0 Ratings

Total 0 out of 5 stars
ease 0 out of 5 stars
features 0 out of 5 stars
design 0 out of 5 stars
support 0 out of 5 stars

This software has no reviews. Be the first to write a review.

Write a Review

Ratings and Reviews 0 Ratings

Total 0 out of 5 stars
ease 0 out of 5 stars
features 0 out of 5 stars
design 0 out of 5 stars
support 0 out of 5 stars

This software has no reviews. Be the first to write a review.

Write a Review

Alternatives to Consider

  • MentorCity Reviews & Ratings
    4.6 out of 5 stars 50 Ratings
    Company Website for MentorCity
  • D&B Credit Insights Reviews & Ratings
    4.2 out of 5 stars 69 Ratings
    Company Website for D&B Credit Insights
  • Adzooma Reviews & Ratings
    4.6 out of 5 stars 253 Ratings
    Company Website for Adzooma
  • Nexo Reviews & Ratings
    4.4 out of 5 stars 18,780 Ratings
    Company Website for Nexo
  • ActiveCampaign Reviews & Ratings
    4.4 out of 5 stars 17,400 Ratings
    Company Website for ActiveCampaign
  • Curbside Laundries Reviews & Ratings
    4.9 out of 5 stars 63 Ratings
    Company Website for Curbside Laundries
  • FinOpsly Reviews & Ratings
    4.7 out of 5 stars 3 Ratings
    Company Website for FinOpsly
  • NaviPlan Reviews & Ratings
    Company Website for NaviPlan
  • Ganttic Reviews & Ratings
    4.3 out of 5 stars 242 Ratings
    Company Website for Ganttic
  • Proton Drive Reviews & Ratings
    4.0 out of 5 stars 3,602 Ratings
    Company Website for Proton Drive

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

API Availability

Pricing Information

$199 per month
Free Version
Free Trial Offered?

Pricing Information

Pricing not provided
Free Version
Free Trial Offered?

Supported Platforms

SaaS
Windows

Supported Platforms

SaaS

Customer Service / Support

Standard Support
Web-Based Support

Customer Service / Support

24 Hour Support

Training Options

Documentation Hub
Webinars
Online 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
Goal Management
Performance Management
Succession Management

Categories and Features

Financial CRM

Account Alerts
Marketing Management
Relationship Tracking
Team Assignments

Popular Alternatives

Popular Alternatives

Sticky Advisor Reviews & Ratings

Sticky Advisor

stickypages
Partwell Reviews & Ratings

Partwell

5.0 out of 5 stars