*1.What age range do you fall into?(Required.)

Ages 75+

Ages 56 to 74

Ages 40 to 55

Ages 24 to 39

*2.How do you identify yourself as an advisor?(Required.)

*3.Which of these best describes you? Check all that apply.(Required.)

Quarterback. May or may not charge for exit planning services but leads the exit planning team for the business owner.

Value Advisor. Charges for exit planning services.

Educator, Engager, or Influencer. Does not charge for exit planning services.

Multi-Service Firm. An advisor who has incorporated exit planning services into an existing practice and has multiple service lines. (Example - Accounting firm or M&A firm)

I have not incorporated anything from the CEPA program into my practice.

*4.Do you charge for exit planning services?(Required.)

Yes

No

*5.Do you utilize a software tool to manage any part of the Value Acceleration Methodology?(Required.)

Yes

No

*6.If yes to question #5, which tool or tools do you utilize?(Required.)

*7.How much do you utilize the EPI Member Center?(Required.)

1 - Never

2 - Somewhat

3 - Average use

4 - Utilize often

5 - Super user

*8.What are your most used pieces of the member center? Check up to three.(Required.)

Whitepapers

Assessment tools

Research such as State of Owner Readiness

Presentations

Archived Webinar Recordings

EPI logos and shield

Templated Engagement Letters

Templated Email Campaigns

Skip question, I do not use the member center

*9.What content could be added to the EPI Member Center to increase usefulness?(Required.)

*10.What program, product, or service do you wish EPI had for you to utilize?(Required.)

*11.What is your biggest struggle as a CEPA?(Required.)

*12.Are you aware you are listed on the FIND-A-CEPA.com public directory?(Required.)

Yes

No

*13.Do you utilize FIND-A-CEPA.com?(Required.)

Yes

No

*14.Would you be interested in presenting on a topic within your expertise to the EPI and overall exit planning community?(Required.)

Yes

No

*15.If yes to question #14, what is your name?(Required.)