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* 1. Your Name

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* 2. Your Email

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* 3. Name of the Succession Link Member With Whom You Completed a Transaction 

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* 4. Email of the Succession Link Member With Whom You Completed a Transaction 

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* 5. AUM of the Succession Link Member With Whom You Completed a Transaction

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* 6. Gross Revenue of the Succession Link Member With Whom You Completed a Transaction

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* 7. How long have you used Succession Link?

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* 8. What were the terms of the deal?

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* 9. What was the approximate timeline from your first interaction to deal close?

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* 10. What’s next for you and your firm?

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* 11. Do you have any additional feedback based on your experience through this transaction or with the Succession Link platform?

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