tell us what matters to you

Next Era IQ is building decision intelligence for value creation and exit readiness.

We are gathering insight from professional advisors who work with business owners to better understand:

• workflow challenges

• AI adoption

• value acceleration opportunities

• transition planning needs

• future platform priorities

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

This short survey explores the opportunities, challenges and support needs advisors see within value acceleration and exit planning work. Our goal is to better understand how technology and AI-assisted workflows help advisors work more efficiently, deliver more consistent outcomes and strengthen client relationships.

The survey should take approximately five minutes to complete.

Your feedback will directly inform future product development, advisor workflows and AI-assisted capabilities within Next Era IQ. All responses are confidential and will only be reviewed in aggregate.