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* 1. How long have you been a professional advisor?

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* 2. How long have you held the CEPA designation?

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* 3. What do you primarily identify yourself as?

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* 4. How many advisors are in your firm?

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* 5. Which of these best describes you?

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* 6. If you charge for exit planning engagements, how do you offer these services?

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* 7. How do you charge for exit planning, succession planning, or value growth services?

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* 8. Please fill in a dollar amount or dollar range for fees you receive for the following:

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* 9. Do you follow EPI's Value Acceleration Methodology?

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* 10. As a CEPA, do you usually lead the team of advisors or are you a part of the exit planning team?

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* 11. How many active clients do you advise in exit planning, succession planning, or value growth services?

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* 12. What is the total estimate of enterprise value for your client book?

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* 13. When acquiring new clients, what is your ideal company size?

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* 14. What estimated % of your active clients are planning to transition or interested in transition in:

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* 15. What motivated you to join EPI? (Check all that apply)

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* 16. How did you initially hear about EPI?

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* 17. Has EPI's resources, tools, and/or programs assisted you in growing your practice?

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* 18. What is the most valuable benefit that EPI provides with your membership?

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* 19. What service, program, or information would you like EPI to provide that is not currently provided?

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* 20. Do you utilize the EPI Member Online Resource Library?

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* 21. If no, why not?

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* 22. What would be valuable for you in the EPI Member Online Resource Library that isn't currently available?

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* 23. Are you involved with a local EPI chapter? (i.e. chapter leadership, attend chapter meetings, sponsor, etc.)

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* 24. What initiatives do you think EPI should pursue in 2018?

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* 25. What programs, events or resources would you be interested in pursuing in 2018? (Check all that apply)

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* 26. Emails are a primary form of communication for EPI, but we would like to know how many emails is too many? 

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* 27. With regard to exit planning in your practice, what one thing do you need assistance with?

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* 28. Any other feedback or comments you would like to provide the EPI team, related to membership experience or tools you'd like to see provided?

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* 29. Member Information

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