Many exit planners excel at helping clients prepare for a business exit and guiding them through the ownership transition process. However, they often don’t participate directly in the sale itself, leaving clients to rely on M&A experts and business brokers to navigate the complexities of the transaction. While exit planners play a crucial role before and after the sale, this handoff during the sale represents a significant opportunity to expand their involvement and provide more comprehensive support. By taking on a leadership role in running the business sale transaction, exit planners could potentially save their clients tens to hundreds of thousands of dollars while also generating $20K–$50K in revenue per exit transaction.
Enter Mavrek—a comprehensive digital platform that offers a proven, step-by-step task-based workflow, along with all the tools and documents needed to close the deal. While other software solutions focus on business valuation and exit planning, Mavrek goes a step further by empowering exit planners to run the entire sale transaction themselves. This ensures a smooth, successful transaction from start to finish and enables client continuity, seamlessly transitioning from planning to the actual business sale.
With over three decades of industry insight, Mavrek presents a new opportunity for exit planners, offering a structured approach that supports every stage of the transaction. Mavrek’s streamlined process boosts efficiency and drives improved results, unlocking a new revenue stream for exit advisors looking to expand their expertise and scale their business, all while leveraging their existing client base. Exit planners can generate between $20K–$50K per exit transaction, and with Mavrek, you can enhance your service offering and grow your advisory business.
In this article, we’ll explore how exit planning advisors are using Mavrek to elevate their client service, broaden their skill set, and revolutionize their approach to business transactions. With Mavrek, exit planners gain full control of the process, ensuring client continuity and providing a seamless, end-to-end service from planning to business exit.
Maximizing Business Value for Clients and Minimizing Stress
Exit planners play a vital role in guiding business owners through the complex process of preparing to transition out of their companies. But preparation is just the beginning. With Mavrek, you gain powerful tools to support your clients through the entire process—including managing the business sale, maximizing value, and minimizing stress every step of the way.
Business Value Optimization
Mavrek empowers you to pinpoint areas for improvement in your client’s business well before their exit. By organizing and presenting key business details—ranging from financials and operational data like assets and employee information—you can guide your clients in making informed decisions to optimize their business value long before potential buyers enter the picture.
Stress Reduction for Business Owners
By providing a clear, structured approach to preparing for and/or executing on a business exit, Mavrek helps reduce the anxiety often associated with business transitions. The platform’s progress tracking and milestone features give business owners and all related business advisors a sense of control and clarity throughout the process, minimizing stress and uncertainty.
Comprehensive Succession Planning Framework
Mavrek provides a structured framework for succession planning, providing you with the tools to guide your client, the business owner through each crucial stage of the process. From managing the leadership handover to ensuring a smooth transition, the platform offers customizable tools, including a transition checklist and other templates. Mavrek helps you efficiently plan and execute the transition—from strategy to implementation—while keeping your team informed and aligned throughout.
Timeline Management
Mavrek’s timeline management feature helps you create realistic schedules for leadership transitions. By breaking down the succession process into manageable phases, it becomes easier to track progress and adjust plans as needed, reducing the risk of rushed or poorly executed transitions.
Why Mavrek is a Game-Changer: Top Benefits Explained
Unparalleled Ease of Use
Mavrek’s intuitive interface and quick setup allow you to focus your energy on closing deals, not wrestling with complicated software. Designed with simplicity in mind, the platform makes it easy for anyone—even those with minimal technical experience—to harness its powerful features effortlessly.
Comprehensive Deal Oversight
Mavrek offers a clear, bird’s-eye view of complex transactions, making it easy to manage every moving part. This comprehensive perspective ensures you stay in control of all aspects of multiple deals, minimizing the risk of missed details.
State-of-the-Art Security Measures
We understand that data security is a top priority for both exit advisors and business owners. That’s why Mavrek uses military-grade encryption and the trusted infrastructure of Amazon Web Services to safeguard sensitive business information. With this robust security framework, you can ensure your clients’ data is fully protected, providing peace of mind while meeting the highest industry standards.
Proven Process for Efficiency
Mavrek’s six-step process streamlines transitions and reduces inefficiencies in deal preparation. This proven, task-based workflow, refined over decades, helps you optimize operations and achieve consistent, successful outcomes. With 75% of deals typically failing to close, Mavrek boosts your chances of success by up to 200%, giving you a powerful advantage in every transaction.
All-in-One Tools and Templates for Seamless Transactions
Mavrek centralizes everything you need to complete a business transaction, from customizable checklists and templates (e.g., NDAs, LOIs, employee announcements etc.) to progress tracking and secure data storage. By streamlining resources in one platform, it saves time, reduces errors, and eliminates the need for juggling multiple tools and communications. Deliver seamless, professional service while boosting efficiency and client satisfaction.
Accelerated Deal Closure
Mavrek streamlines key aspects of the transaction process, reducing deal time by nearly 50%. By eliminating the need for countless emails, text messages, and phone calls, Mavrek simplifies communication and coordination, making these time-consuming tasks a thing of the past. This efficiency not only creates potential cost savings for clients but also enables you to manage a greater volume of deals with ease.
Scaling Your Advisory Business
With Mavrek, you can significantly increase your income potential, generating between $20K–$50K per exit transaction. By automating repetitive tasks, Mavrek helps you boost client capacity and revenue, enabling you to scale your operations without sacrificing service quality. This powerful combination allows you to grow your business while maximizing your return on every transaction.
Transforming the Future of Exit Planning
Mavrek is transforming the landscape of exit planning by empowering advisors to go beyond traditional planning and take charge of processing and managing business sales. With Mavrek, exit planning advisors can offer clients a seamless range of services, from preparing for an exit to navigating the complexities of selling their business—all in one platform.
This revolutionary approach is reshaping the industry, enabling advisors to streamline workflows, reduce deal times, and deliver unparalleled value. By integrating exit planning with transaction management, Mavrek opens the door to a more efficient process and a lucrative new revenue stream.
As businesses evolve, Mavrek positions you at the forefront, equipping you with the tools to handle even the most complex transitions. Step into the future of exit planning and business exits—discover how Mavrek can revolutionize your business approach today.
