Building my advisory team: To stay local or go remote?

February 01, 2026

by a searcher from IESE Business School in Toronto, ON, Canada

I'm in the process of interviewing advisory firms to support my search (e.g., legal, accounting). I’m currently debating whether to prioritize local partners I can meet with in person or to cast a wider net for the best fit, regardless of proximity. I'd love to get perspectives on how much 'boots on the ground' presence matters in these roles versus working with a team virtually.

Reply by a professional
from University of Toronto in Toronto, ON, Canada

Thanks, ^redacted‌, for including me. This is my geography (Canada) and as an advisor I would certainly have constructive input. However, unfortunately, I don't respond to anonymous posts. If this searcher would like to contact me directly on a non-anonymous basis, either here or on LinkedIn, I'd be happy to discuss.

Reply by a professional
from Bentley College in Miami, FL, USA

You don't need anyone local unless you're pursuing a very regulated business (firearms, alcohol, marijuana, etc). Check out DueDilio. It's the easy way to assemble your deal team. https://www.duedilio.com

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