Exit 2020 EPI Member Survey Question Title * 1. What age range do you fall into? Ages 75+ Ages 56 to 74 Ages 40 to 55 Ages 24 to 39 Question Title * 2. How do you identify yourself as an advisor? Question Title * 3. Which of these best describes you? Check all that apply. 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. Question Title * 4. Do you charge for exit planning services? Yes No Question Title * 5. Do you utilize a software tool to manage any part of the Value Acceleration Methodology? Yes No Question Title * 6. If yes to question #5, which tool or tools do you utilize? Question Title * 7. How much do you utilize the EPI Member Center? 1 - Never 2 - Somewhat 3 - Average use 4 - Utilize often 5 - Super user Question Title * 8. What are your most used pieces of the member center? Check up to three. 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 Question Title * 9. What content could be added to the EPI Member Center to increase usefulness? Question Title * 10. What program, product, or service do you wish EPI had for you to utilize? Question Title * 11. What is your biggest struggle as a CEPA? Question Title * 12. Are you aware you are listed on the FIND-A-CEPA.com public directory? Yes No Question Title * 13. Do you utilize FIND-A-CEPA.com? Yes No Question Title * 14. Would you be interested in presenting on a topic within your expertise to the EPI and overall exit planning community? Yes No Question Title * 15. If yes to question #14, what is your name? Done
