Questions A Search Firm Is Likely To Ask
- Tara Forster Sowa
- Aug 14
- 2 min read
If you’ve decided to partner with an executive search firm to hire your next CFO, CEO, or other senior role, it’s best to plan wisely for your introductory meeting. Today we explore some questions that an executive search firm might ask your team, so you can be ready to answer, and have a smooth start to your search:
About the Company and Context
What is your business model, growth trajectory, and strategic vision?
What are your top business priorities over the next 1–2 years?
How does this hire fit into your broader leadership strategy?
About the Role
Why is this role open now?
What would an exceptional hire look like in 12 months?
What are the critical success factors and key deliverables?
About the Ideal Candidate
What background, experience, and leadership qualities are must-haves?
How important is industry experience vs. functional excellence?
Are there specific companies or types of environments you'd like them to come from (or avoid)?
About Process and Alignment
What is your desired timeline for the hire?
Who will be making the final decision?
How will interviews be structured and assessed?
Bonus: Materials to Have Ready for the First Meeting
A recent or draft version of the job description
Organizational chart of the leadership team
Overview of strategic priorities or a board/investor deck (if possible)
Clarification on compensation range of the role, potential bonus (and how it’s calculated), as well as nonmonetary information such as vacation time, health benefits, and general organization policies
By considering these questions in advance and preparing the necessary materials before meeting with the search firm, you’ll help ensure the process runs efficiently. This preparation also equips the firm with the information they need to begin the search promptly, minimizing the need for follow-up on basic details.
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