ACQP Ideal Outcome Sessions
Primary Motivations + Autonomy Profile
What is the name of the firm you are speaking to?
The firm name MUST match the company name in HubSpot.
Name of who are you interviewing today
Name of who you are interviewing today (2)
ACQP's Statement of why they are interested in considering a partnership.
Primary Motivations - Monetary
How important is a cash liquidity event to you?
Not very Important
Cash liquidity notes.
What percentage of your total valuation would you like to take in Rollover equity?
Rollover Equity Notes
Is anyone at the ACQP interested in retiring post transaction?
Who in the ACQP is interested in retiring?
Is anyone in the firm (advisors, admin, ops, etc.) planning to leave the firm post-close?
What is the expressed time frame the ACQP Partner is stating for an exit?
Within 12 months post transaction
Within 1-3 years post transaction
Within 5 years post transaction
ACQP Partner Exit Notes
Is there a succession plan in place?
Yes but not initiated
Yes and has been initiated
Has some potential candidates but unsure
ACQP Succession Plan Notes IOS1.
Primary Motivations - Quality of Life
ACQP Quality of Life Notes
Is operational burden a significant component of the desire to partner?
Don't consider it a big factor
Identify the top operational areas the ACQP is struggling with.
Managing a Team
Does the AQCP express issues with a lack of capacity?
Yes-At Max Capacity Now
No-Has A Lot Of Capacity
ACQP Operations Burden Notes
Does the ACQP express any interest in changing how they work?
Does the ACQP enjoy managing people?
Yes but would like help
ACQP Personel Management Notes
Does the ACQP adhere to a practice management model?
Yes - but not enforced
ACQP Practice Management Notes
Are there any staff related issues you wish to disclose?
Are there any weaknesses in your current operations that you cold use help with?
Operations (client service etc)
Training their team
Estate/ Tax Planning
Operational deficiency notes
Primary Motivation - Desire to Grow
What is the ACQP's overall desire to grow?
Mixed responses within Partner Group
Has the ACQP Been growing?
Yes, articulates strong recent growth
Moderate, has been growing but could be better
Flat, hasn't been growing but expresses desire to grow
Flat, hasn't been growing and not really a focus for them
Does the ACQP believe their growth has been hindered by anything?
ACQP Desire to grow Notes
ACQP Growth limitations notes
Does the ACQP possess any strategic growth strategies today?
No, but sees an opportunity the wish to explore
ACQP Growth Opportunities Notes
ACQP Autonomy Profile
Is the ACQP ok to adopt a new brand?
Yes no issue
Yes but requests timeline for transition
Is the ACQP ok to divest strategic decisions?
Yes - fully
Yes - but requests a collaborative environment
No - wants to be a part of the senior team
ACQP Strategic Decision Making notes
ACQP Calendar management notes
Is the ACQP ok to divest Hiring & Firing Decisions?
Ok to divest
Ok to divest long term so long as current EE's are retained
Wants to Retain Hire/Fire Decisions
Is the ACQP open to divesting portfolio management to a central team?
Yes no issues
Yes but needs to evaluate
Open to considering
No - wants to maintain current IM strategies
Describe the ACQP's concern about divesting IM to a central team.
Does the ACQP have any technology, subscriptions, or process they MUST retain
Yes. Subscription service
Yes. Work flow/ Process
ACQP Tech/ Subscription/ Work Flow, Process Notes
Does the ACQP have a preference on P&L Management/Transparency?
Wants to have full transparency
Nice to have but not a major concern
Does not care to have transparency
Life Journey/Work Environment
Where on the life journey of a Buyer does the ACQP wish to join?
Early. Wants to be a part of building something & understands the ride may be a bit bumpy.
Midway. Ok to join a smaller firm, but preferably one who is not just getting started.
Mature. Prefers a larger organization where it's plug and play.
Open to all. Emphasis is on finding the right fit.
Which environment sounds most appealing to the ACQP
Loose organization of entrepreneurs
Highly unified team and firm message. "One Way"
Unified Brand, collaborative environment but permits a high degree of autonomy
Choose one that best describes the ACQP
I am ok to centralize back office functions but beyond that want to be left alone
I'm generally receptive to doing things differently if I can be shown good reasons to change
I think we need to change alot of what we do, and am looking for a partner who can drive maximum change/ efficiency
Is the ACQP Open to adopting new services?
Willing to consider
Skeptical of being asked to implement new things
Does the ACQP Express reluctance to offer any specific type of service or product line?
Are there any new services the ACQP specifically mentioned they would like to add?
Would you be interested in a partner who espoused a spiritual/ religious conviction as a part of their mission?
Yes very appealing
Not a factor
Would be a turn off
I'm open to considering it
What is the ACQP's preferred Economic Model?
Save & Continue Later
Are you interested in rolling over any Equity?
Open to considering
Should be Empty: