Post-Purchase Survey for Professional Advisors

First, let's discuss you as an advisor.

Question Title

* What type of advisor do you identify as?

Accountant

Attorney

Business Broker

Business Coach

CFO

Commercial Banker/Lender

Consultant

Estate Planner

Exit Planner

Family Business Advisor

Financial Planner

Insurance Advisor

Investment Banker

Private Equity Professional

Valuation Analyst

Value Growth Advisor

Wealth Manager

Other (please specify)

Question Title

* What type of firm do you work for?

Academic Institute

Accounting

Business Brokerage

Consulting (Strategic)

Consulting (Management)

Consulting (Family Business)

Consulting (Exit Planning)

Commercial Banking/Lending

ESOP

Financial Planning

Insurance

Investment Banking

Legal (Estate Planning)

Legal (M&A)

Legal (Real Estate)

Legal (Other)

Private Equity

Small Business Development Center (SBSC)

Valuation

Wealth Management

Other (please specify)

Question Title

* How many advisors are in your firm?

Solo practitioner

2-4 advisors

5-10 advisors

11-20 advisors

20-50 advisors

50-100 advisors

100-200 advisors

200+ advisors

I’m an independent advisor associated with a larger national firm

Other (please specify)

Question Title

* Are there other CEPAs at your firm?

Yes

Not applicable

Question Title

* When is your company's fiscal year-end?

March

June

September

December

7% of survey complete.