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2017 EPI Member Survey
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1.
How long have you been a professional advisor?
(Required.)
0-5 years
6-10 years
11-15 years
Greater than 15 years
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2.
How long have you held the CEPA designation?
(Required.)
Less than 1 year
1-2 years
2-3 years
3-4 years
Greater than four years
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3.
What do you primarily identify yourself as?
(Required.)
Value Growth Advisor
Exit Planner
Wealth Manager
Financial Planner
CPA
Valuation Analyst
Attorney
Insurance
Commercial Lender
Investment Banker
Business Broker
Private Equity
Specialty Consultant (ESOPs, Family Business, etc.)
Other (please specify)
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4.
How many advisors are in your firm?
(Required.)
Just me
2-4 advisors
5-10 advisors
11-20 advisors
I'm an independent advisor associated with a larger national firm
I'm a part of a large corporation
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5.
Which of these best describes you?
(Required.)
You have integrated exit planning as a service line and charge clients for engagements.
You use the CEPA training as an educational tool to engage owners in different ways and be a better collaborator.
None of the above
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6.
If you charge for exit planning engagements, how do you offer these services?
(Required.)
As a standalone service line
As an add-on to main services
Included with current service package
Offer through a firm that is a separate entity but same ownership
Offer through a joint venture or affiliate partner firm
Non-applicable
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7.
How do you charge for exit planning, succession planning, or value growth services?
(Required.)
Engagement fee followed by monthly retainer
Flat fee for full engagement or project
Hourly
Fees built into other services or plan
Don't charge for these services
Other (please specify)
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8.
Please fill in a dollar amount or dollar range for fees you receive for the following:
(Required.)
Triggering Event
Monthly Retainers
Success Fee (If Business Sells)
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9.
Do you follow EPI's Value Acceleration Methodology?
(Required.)
Yes
No
Integrate it with my own process and 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?
(Required.)
Lead the team
Sit on the team
Non-applicable
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11.
How many active clients do you advise in exit planning, succession planning, or value growth services?
(Required.)
0
1-5
6-10
11-15
16-20
20+
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12.
What is the total estimate of enterprise value for your client book?
(Required.)
Less than $5 million
$6 million to $20 million
$21 million to $50 million
Greater than $50 million
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13.
When acquiring new clients, what is your ideal company size?
(Required.)
Less than $1 million
$1 to $2.5 million
$2.5 to $5 million
$5 to $10 million
$10 to $25 million
$25 to $50 million
$50 to $100 million
Greater than $100 million
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14.
What estimated % of your active clients are planning to transition or interested in transition in:
(Required.)
0-5 years
6-10 years
More than 10 years
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15.
What motivated you to join EPI? (Check all that apply)
(Required.)
The CEPA Credential
Value Acceleration Methodology
State of Owner Readiness Research
Practice Support & Advisor Development
Owner Engagement & Education Opportunities
Local Chapter
Networking Opportunities
Other (please specify)
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16.
How did you initially hear about EPI?
(Required.)
Referral from CEPA
Google
LinkedIn
NACVA
Local Chapter
Tradeshow
Other (please specify)
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17.
Has EPI's resources, tools, and/or programs assisted you in growing your practice?
(Required.)
Yes
No
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18.
What is the most valuable benefit that EPI provides with your membership?
(Required.)
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19.
What service, program, or information would you like EPI to provide that is not currently provided?
(Required.)
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20.
Do you utilize the EPI Member Online Resource Library?
(Required.)
Yes
No
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?
(Required.)
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23.
Are you involved with a local EPI chapter? (i.e. chapter leadership, attend chapter meetings, sponsor, etc.)
(Required.)
Yes
No
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24.
What initiatives do you think EPI should pursue in 2018?
(Required.)
Research (i.e State of Owner Readiness Surveys)
Owner engagement solutions and programs
PR & Media for the exit planning industry
Continuing Education credits
Partnership with other professional organizations
Other (please specify)
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25.
What programs, events or resources would you be interested in pursuing in 2018? (Check all that apply)
(Required.)
Value Growth Advanced Applications (Triggering Event & Delivering Action Plans) Workshop
How to Sell Exit Planning Services (Owner Engagement Strategies) Workshop
1/2 Day Practice Launch Program
Private-label Certificate in Exit Planning (CEP) Course
Business Owner Forum
Private Speaking Engagement w/ Chris Snider
Conducting an Owner Roundtable Series
Owner-Facing Marketing Content
EPI Quarterly Newsletter
Instructing at the CEPA Program
2018 Exit Planning Summit in Nashville, TN (September 24-25)
Other (please specify)
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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?
(Required.)
27.
With regard to exit planning in your practice, what one thing do you need assistance with?
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?
29.
Member Information
Name
Email
