Guides for every industry

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.

Executive guides for Executive Advisory & Search Boutiques

15 guides for Executive Advisory & Search Boutiques of 1,000

Commercial Lending & Small Business Financing3 min read

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.

Read guidefractional-executive-advisory
Legal Operations & Contract Lifecycle Management3 min read

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.

Read guidefractional-executive-advisory
Board Management & Investor Governance3 min read

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.

Read guidefractional-executive-advisory
Business Entity Formation & Corporate Governance3 min read

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.

Read guidefractional-executive-advisory
Commercial Insurance & Corporate Risk Management3 min read

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.

Read guidefractional-executive-advisory
Business Banking & Treasury Operations3 min read

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.

Read guidefractional-executive-advisory
Cap Table & Equity Management3 min read

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.

Read guidefractional-executive-advisory
EOR & Global Employment4 min read

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.

Read guidefractional-executive-advisory
PEO & Outsourced HR3 min read

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.

Read guidefractional-executive-advisory
Executive Leadership & Fractional Hiring3 min read

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.

Read guidefractional-executive-advisory
Executive Financing Strategy: Equity vs Debt vs Non-Dilutive3 min read

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.

Read guidefractional-executive-advisory
Cap Table Liquidity & Private Secondary Markets3 min read

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.

Read guidefractional-executive-advisory
Executive Search & Leadership Recruiting3 min read

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.

Read guidefractional-executive-advisory
Startup Mergers, Acquisitions & Exit Marketplaces3 min read

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.

Read guidefractional-executive-advisory
Executive Digital Privacy & Data Broker Removal3 min read

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.

Read guidefractional-executive-advisory