Advisory Hub Vetting Application

For advisors applying to be listed on the Baker Project Advisory Hub

Advisory Hub Vetting

Apply to Be Vetted for the Advisory Hub

Complete this form to submit your firm profile for Gold or Silver vetting status on the Baker Project Advisory Hub. Baker Project staff review every application against the same standard.

What We Ask

Firm Profile

Company details, location, and organization type

Coverage

The regions and markets your firm serves

Experience

Years in practice and Employee Ownership clients served

Credentials

Memberships, references, and published work

Note: Baker Project does not receive referral fees, and advisors cannot pay to be listed or upgraded. Submitting an application does not guarantee a listing or a particular tier.