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BizEquity Client Survey
1.
Which term best describes your firm?
Financial Advisory/Wealth Management
Certified Accountant
Business Coach/Consultant
Bank or Lending Institution
Other (please specify)
2.
What size is your firm/practice?
1-5 employees
6-10 employees
10-25 employees
25-50 employees
50+ employees
3.
Which certifications/licenses do you hold? (Select all that apply)
Series License (6, 7, 65, or 66)
State Insurance License
Certified Exit Planning Advisor (CEPA)
Certified Financial Planner (CFP)
Certified Public Accountant (CPA)
Certified Business Valuation Specialist (CBVA)
Certified Business Exit Consultant (CBEC)
Other (please specify)
4.
In your own words, what would you like to see improved within the BizEquity Platform?
5.
How many valuations do you run per year?
0-10
10-25
25-50
50+
6.
Would you like to see BizEquity connect advisors with business owners?
Yes
No
Other (please specify)
7.
Would you like to see BizEquity add business planning tools into the platform?
Yes
No
Other (please specify)
8.
Would you find value in offering clients a portal to view their valuation details?
Yes
No
Other (please specify)
9.
What current features are most valuable to your practice? (Select all that apply)
Prospecting database
Marketing resources
Insurance Report
Business Value Report
Key Performance Indicators (KPIs)
Other (please specify)
10.
Would you find value in BizEquity helping you provide funding options to clients?
Yes
No
Other (please specify)