--- title: Welcome Cetera Financial Professionals description: Welcome Cetera Financial Professionals --- [![Maus Logo White](https://maus-20463342.hs-sites.com/hubfs/Maus%20Logo%20White.svg) ](https://maus.com/?hsLang=en) OUR PRODUCTS [![Maus-Attract-Exit-Planning-Software](https://maus-20463342.hs-sites.com/hubfs/Maus-Attract-Exit-Planning-Software.svg)Attract --- ](https://maus.com/client-acquisition-attract?hsLang=en) [Client Acquisition Comprehensive done-for-you digital marketing solutions ](https://maus.com/client-acquisition-attract?hsLang=en) [![Maus-Engage-Exit-Planning-Software-1](https://maus-20463342.hs-sites.com/hubfs/Maus-Engage-Exit-Planning-Software-1.svg)Engage --- ](https://maus.com/client-engagement-engage?hsLang=en) [Client Engagement Automated, ongoing assessments, valuation notifications, and action items ](https://maus.com/client-engagement-engage?hsLang=en) [![Maus-Build-Exit-Planning-Software](https://maus-20463342.hs-sites.com/hubfs/Maus-Build-Exit-Planning-Software.svg)Build --- ](https://maus.com/planning-kpis-build?hsLang=en) [Strategic Planning & KPI Dashboard Build a strategic plan and automate financial impact monitoring ](https://maus.com/planning-kpis-build?hsLang=en) [TAILORED FOR YOU ](https://maus.com/software-for-financial-advisors?hsLang=en) [PRICING ](https://maus.com/pricing?hsLang=en) RESOURCES ## Educational Content --- [**Blog & News** ](https://maus.com/blog?hsLang=en) [**Glossary** ](https://maus.com/exit-planning-glossary-terms?hsLang=en) [**Case Studies** ](http://maus-20463342.hs-sites.com/case-studies?hsLang=en) ## Support & Media --- [**Support** ](https://maus.com/support?hsLang=en) [**Knowledge Base** ](https://support.maus.com/knowledge/maus-software?hsLang=en) [**Advisor Success Videos** ](https://maus.com/video?hsLang=en) ## About Us --- [**Who We Are** ](https://maus.com/about-us?hsLang=en) [**Partners** ](https://maus.com/partners?hsLang=en) [Education ](https://maus-20463342.hs-sites.com/partners?hsLang=en#education-partners) [Technology ](https://maus-20463342.hs-sites.com/partners?hsLang=en#technology-partners) [ LOGIN ](https://app.maus.com/) [ BOOK A CALL ](https://maus.com/bookademo?hsLang=en) [ LOGIN ](https://app.maus.com/) [ BOOK A CALL ](https://maus.com/bookademo?hsLang=en) # Welcome Cetera Financial Professionals ![business_valuation_maus-2](https://maus-20463342.hs-sites.com/hubfs/business_valuation_maus-2.png) ![Maus_Main_Horizontal_2-2048x515](https://maus-20463342.hs-sites.com/hubfs/Maus_Main_Horizontal_2-2048x515.png) #### Is proud to offer ![Cetera-Logo-White@2x-8](https://maus-20463342.hs-sites.com/hubfs/Cetera-Logo-White@2x-8.png) #### **The #1 Exit Planning Tool for Financial Professionals** It's the powerful and proven way to grow practices, deepen client relationships, and significantly boost Assets Under Management (AUM). Feel empowered by automating the Value Acceleration Methodology and staying top of mind with your clients. Easily engage with high net worth business owner clients on a scale not previously possible. **Book a discovery call today and receive a special 20%  discount for being a valued Cetera Financial Professional.** [ Book A Discovery Call ](https://meetings.hubspot.com/dylan-walsh/discovery-call) For financial professional use only. Not for use by the public ## The Ultimate Exit Planning Solution for Cetera Financial Professionals SCALE THROUGH CLIENT SUCCESS ### Empower Your Practice with the Only Tech-Led End-to-End Exit Planning Solution for Financial Professionals As a Cetera Financial Professionals, you’re already focused on delivering exceptional service and results for your clients. But what if you could take it a step further? **Maus Exit Planning Software** is designed specifically for financial professionals like you to unlock new opportunities, deepen relationships, and grow your AUM by guiding business owner clients through successful exit planning. [Book A Discovery Call ](https://meetings.hubspot.com/dylan-walsh/discovery-call) ![maus-screen-valuation-goal](https://maus-20463342.hs-sites.com/hs-fs/hubfs/Maus%20Faux%20Screenshots/maus-screen-valuation-goal.png?width=2000&height=1333&name=maus-screen-valuation-goal.png "maus-screen-valuation-goal") ![maus-screen-business-goals](https://maus-20463342.hs-sites.com/hs-fs/hubfs/Maus%20Faux%20Screenshots/maus-screen-business-goals.png?width=2000&height=1333&name=maus-screen-business-goals.png "maus-screen-business-goals") BEST PRACTICES, BY DESIGN ### Why Choose Maus? Be the leader your business owner clients need. Maus equips you with an easy-to-use workflow that allows you to manage every aspect of the exit planning process, positioning you as the trusted "quarterback" of their financial journey. - Coordinate with accountants, attorneys, and other stakeholders. - Seamlessly guide clients through every step of the exit planning process. - Stay top of mind during their liquidity events and beyond. [Book A Discovery Call ](https://meetings.hubspot.com/dylan-walsh/discovery-call) # Scale Your Practice, The Proven Way DESIGNED FOR FINANCIAL PROFESSIONALS ### Build Your Own Exit Planning Offering With Maus, you can customize your approach to meet the unique needs of your business owner clients. - **Enroll Clients in an Exit Planning Workflow:** Create a repeatable process that delivers consistent value. - **Focus on What Matters Most:** Let the software handle the heavy lifting while you build lasting client relationships. - **Enable Successful Liquidity Events:** 80% of business owners’ wealth is tied up in their business. Maus helps you unlock that wealth and transition it into investable assets. [Book A Discovery Call ](https://meetings.hubspot.com/dylan-walsh/discovery-call) ![maus-screen-monthly-results](https://maus-20463342.hs-sites.com/hs-fs/hubfs/Maus%20Faux%20Screenshots/maus-screen-monthly-results.png?width=2000&height=1333&name=maus-screen-monthly-results.png "maus-screen-monthly-results") ![maus-screen-expense-cash](https://maus-20463342.hs-sites.com/hs-fs/hubfs/Maus%20Faux%20Screenshots/maus-screen-expense-cash.png?width=2000&height=1333&name=maus-screen-expense-cash.png "maus-screen-expense-cash") AUTOMATE VALUE ACCELERATION ### Grow AUM by Adding Real Value Exit planning isn’t just a service—it’s a strategic way to grow your practice. - **80% of Wealth is Business-Tied:** Help clients maximize their largest asset while setting the stage for liquidity events that significantly boost your AUM. - **Build Long-Term Relationships:** By managing the entire exit planning process, you become an indispensable partner for your business owner clients. [Book A Discovery Call ](https://meetings.hubspot.com/dylan-walsh/discovery-call) LAUNCH QUICKLY ### **Client-Ready in Two Weeks** Time is of the essence, and Maus ensures you can get started quickly. - **Simple Onboarding:** Be client-ready in just two weeks with easy-to-follow steps. - **Maus Academy Training:** Access comprehensive resources to master the platform and confidently deliver results for your clients. [Book A Discovery Call ](https://meetings.hubspot.com/dylan-walsh/discovery-call) ![maus-screen-business-scan](https://maus-20463342.hs-sites.com/hs-fs/hubfs/Maus%20Faux%20Screenshots/maus-screen-business-scan.png?width=2000&height=1333&name=maus-screen-business-scan.png "maus-screen-business-scan") WE'VE GOT YOUR BACK ### **Results You Can Expect** - **Increased AUM:** By unlocking liquidity for business owner clients, you’ll drive substantial growth in managed assets. - **Enhanced Client Loyalty:** Managing the exit planning process keeps you top of mind during critical financial transitions. - **Streamlined Processes:** Simplify complex workflows, saving you time and resources while delivering unparalleled value to your clients. [Book A Discovery Call ](https://meetings.hubspot.com/dylan-walsh/discovery-call) For financial professional use only, not for use with the public. ### Get notified on the latest exit planning news Be the first to know about new tools and knowledge from the fast-paced world of exit planning.