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Post-Purchase Survey for Professional Advisors
First, let's discuss you as an advisor.
*
What type of advisor do you identify as?
(Required.)
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)
*
What type of firm do you work for?
(Required.)
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)
*
How many advisors are in your firm?
(Required.)
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)
Are there other CEPAs at your firm?
Yes
No
Not applicable
When is your company's fiscal year-end?
March
June
September
December
7%
