Decisions a C-Suite would make for Executive Advisory & Search Boutiques
Vendor comparisons that are honest about where each tool falls short, plus a plan for doing the work yourself. Where we quote a benchmark, we show its source.

15 guides for Executive Advisory & Search Boutiques of 1,000
Financing a Fractional Executive Advisory Firm: Common Questions
Answers to the financing questions fractional executive advisory and search boutiques actually ask, comparing SBA 7(a) loans and revenue-based financing.
Ironclad vs LinkSquares for Search Boutiques: Retainers and Guarantees
For executive advisory and search boutiques, how Ironclad and LinkSquares differ on retainer agreements, placement guarantee clauses, and non-solicit terms.
Governance for a Boutique That Also Sits on Other Boards
Executive advisory and search boutiques often place partners on client boards, a governance wrinkle Diligent and BoardPro handle differently.
Bizee vs. Doola for Fractional Executives: Forming the Practice
Entity setup for a fractional CFO, COO, or CMO practice: conflict-of-interest exposure across clients, liability coverage, and Bizee vs. Doola compared.
Vouch vs Embroker for Executive Advisory and Search Boutiques
A worked example of how a fractional executive advisory or search boutique should think about D&O and E&O coverage when comparing Vouch and Embroker.
Mercury vs Relay: Banking for a Fractional Executive Practice
Executive advisory and search boutiques run retainer, project and placement fee income at once. A Q&A on setting up Mercury or Relay for that mix.
Cap Tables for Advisory Firms Whose Own People Hold Client Equity
Fractional executive advisory firms juggle two cap tables: their own, and every small equity stake their advisors hold across client companies.
Deel vs Remote for Executive Search: Fixed-Term Placements
How executive advisory and search boutiques should weigh Deel against Remote when placing interim executives on short, senior, fixed-term contracts abroad.
PEOs for a Fractional Exec Firm: What Actually Applies
A PEO only covers your internal payroll staff, not the fractional executives you place. Here's what that means for Justworks versus TriNet.
Advisory Boutiques: Practicing What You Sell Clients
An executive advisory firm sells fractional leadership for a living. Q&A on whether the boutique itself needs a fractional CFO or a controller first.
A Financing Checklist for Fractional Advisory and Search Firms
Fractional advisory and executive search firms run on different revenue models. Use this pitfall checklist before considering outside financing for either.
Carta vs Forge For An Executive Search Boutique
Questions an executive advisory or search boutique should ask before choosing Carta or Forge for a partner or principal liquidity program.
When an Advisory Boutique Needs Its Own Leadership
Answers to the questions a fractional executive or search boutique asks when it needs to hire its own leadership rather than place someone else's.
Selling a Fractional Executive or Search Boutique
Common questions from fractional executive advisory and search boutique owners about selling on Acquire.com versus Flippa, answered directly.
Optery vs DeleteMe for Executive Search Principals
Direct answers for executive search and fractional advisory principals weighing Optery's automated removal against DeleteMe's human-run service.