19 Questions To Ask A Search Firm
- Tara Forster Sowa
- Jun 12
- 2 min read
If you’ve decided that engaging a search firm is the right step for advancing your talent strategy, the next critical decision is selecting the right partner. Your time, budget, and organizational reputation depend on making an informed choice, and it's one that requires careful consideration. To support that process, we recommend asking prospective search firms a set of key questions before moving forward:
About The Firm
What sets your firm apart from other executive search firms?
How long have you been operating, and what’s your track record in placing senior finance and C-suite leaders?
Can you share your success rate or metrics, like average time to fill, candidate retention at 12–24 months, client repeat rate?
Industry and Role-Specific Expertise
Do you specialize in any particular industries or sectors within finance?
Have you successfully placed roles similar to mine: CFOs, VPs of Finance, Controllers, etc.? Can you share examples?
How do you stay updated on current trends in executive leadership and finance recruitment?
Search Process & Methodology
Can you walk me through your search process from initial brief to final placement?
How do you identify and vet candidates? What tools, networks, or assessments do you use?
How do you handle confidential searches?
Candidate Quality & Fit
How do you evaluate cultural fit in addition to skills and experience?
What’s your approach to diversity, equity, and inclusion in senior hiring?
How do you ensure candidates are genuinely motivated by the opportunity and not just exploring options?
Client Experience
What level of involvement and communication can I expect throughout the process?
Who will be handling my search?
What’s your typical timeline for completing a search like this?
Fees, Guarantees & Terms
What are your fees and payment structure for retained searches?
Do you offer any guarantee if the hire doesn’t work out?
Are there any off-limits restrictions I should be aware of regarding your candidate pool?
References & Reputation
Do you have testimonials from candidates or clients, or third-party recognition of your work?
Taking the time to ask these questions can give you valuable insight into a firm’s approach, capabilities, and alignment with your goals. The right search partner will welcome thoughtful inquiry, and your diligence now can lead to a more effective, successful engagement.
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