The National Exit Planner Survey collects data directly from advisors on their fees and client acquisition, filling a gap left by existing surveys that focus on business owners' readiness to sell rather than the advisors guiding them.
It's called the National Exit Planner Survey. And when we looked at the marketplace back in 19— 2020, sorry. We realized that there are a number of really good surveys of business owners and their preparedness to exit and transition on. EPI does one every year. PricewaterhouseCoopers, PwC, does a number of small business surveys together with universities. BEI has done one or two over the years, but nobody in a fast-growing industry, nobody was doing the advisors. Nobody was asking them how they practiced, what they did in their practices. Certainly one of the areas people are most interested in when we put it out is how much they charge for their advice, where they get their customers from. You know, the things that, you know, look at advisory as a business.
How Can You Maximize Your Business Value Before Selling? with Randy Katz Video
