FREQUENTLY ASKED QUESTIONS TOOLS AND INSIGHTS FOR RIA LEADERS

These are some of the most common questions we get at Advisor Seekers. Browse our FAQ for quick and helpful information about our services and approach to helping RIA business owners.

RECRUITING

What types of roles do you recruit for?

We specialize in placing professionals across all key functions of a successful wealth management firm. This includes Financial Advisors, Client Service Associates (CSAs), Operations Specialists, Compliance Officers, and Marketing professionals.

How is your recruiting process different from posting a job ad?

What is the typical timeline for a placement?

ACQUISITIONS & SUCCESSION

Do you work with both buyers and sellers?

Yes. We provide comprehensive buy-side advisory services for firms looking to grow through acquisition and sell-side advisory services for owners preparing to transition their businesses. We also specialize in developing long-term succession plans.

How do you help ensure a good cultural fit in a transaction?

When should I start thinking about succession planning?

BUSINESS VALUATIONS

Why is an independent business valuation important?

An independent valuation provides an objective, defensible assessment of your firm’s worth, which is critical for major strategic decisions. It eliminates bias and provides a credible foundation for M&A negotiations, buy-sell agreements, succession planning and securing financing.