Best Financial Advisors in Boise, ID

Our clients evaluate a wide variety of investment opportunities throughout the year. Speaking with industry leaders like you with specific experience helps them make smarter decisions. We reached out to better understand your background, share details of a specific opportunity, and determine if your experience would be a good fit.

Most relationships begin with a one-hour phone call with a partner from the private equity firm. Depending on the needs of the engagement, the relationship may take the form of an extended consulting arrangement, an ongoing board of directorship role, or even a leadership position at a portfolio company.

Apex Leaders compensates advisors for the first call with a client based on an hourly rate. Subsequent calls are negotiated between the advisor and the private equity firm. After the initial call, Apex Leaders sends every advisor an invoice form and payment is processed within 3 weeks. We also provide the opportunity for advisors to rate their experience working with Apex Leaders. We use this feedback to improve the quality of our interactions with advisors in the future.

Unless specifically requested otherwise, our advisor relationships are not exclusive. Advisors can feel free to work on other consulting engagements, and may even be able to provide advice to more than one Apex Leaders client.

The individual who contacted you was likely a Research Analyst, Senior Associate, Director, or Vice President from Apex Leaders acting on behalf of the client.