CEPA Advisor perspectives on value acceleration and exit planning tools

Business owners increasingly expect advisors to help them grow value, reduce risk and prepare for future exit. At the same time, advisors are navigating fragmented tools, manual processes and rising expectations around speed, clarity and insight.

This short survey explores what professional Certified Exit Planning Advisors (CEPA) would like to see in technology or support tools to enable you to execute value acceleration and exit planning work easier and with more consistent deliverables. Your input will help inform the future design of advisor-centric tools and resources.

All responses are confidential and will be reviewed only in aggregate.

CEPA Survey
Which best describes your primary role? Select one.
How often do you work with business owner clients?
How would you describe your experience with value acceleration or exit planning?
How do you apply your Certified Exit Planning (CEPA) designation in your day-to-day practice? (Select all that apply)
Which aspects of value acceleration or exit planning are most challenging today? (Select up to five)
What currently limits your ability to do more value acceleration or exit planning work?
How well do those tools work together?
Which statement best reflects your view on AI or advanced technology in advisory work?
If an ideal tool existed to support value acceleration and exit planning, what would you most want it to help you do? (Select up to five)
Which outcomes would matter most to you? (Select all that apply)
What type of support would you expect alongside a new tool? (Select all that apply)
I would like to receive updates about new tools and resources to support my CEPA designation.