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ELLA Product Research Survey

Thank you for joining the ELLA waitlist. As we work towards our beta these next couple months, we're leaning into the spirit of co-creation and bringing a handful of thoughtful and engaged advisors into the build process to shape some of the features on our roadmap.
This form will help us understand who we can turn to to shape ELLA, especially for specific areas still in flight.

About You

We'd like to understand your background, expertise, and priorities as an advisor.

How many clients do you actively work with?

Think about clients who you personally advise, check in on, collaborate with, or otherwise work with in a given month in the context of helping them prepare for exit. Only include clients you work with, not a total count of clients in your firm.

What designation(s) do you hold? (if any)

What designation(s) do you hold? (if any)

How experienced are you in exit planning?

How experienced are you in exit planning?
A
B
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D