Financial Advisor Succession Planning, Acquisitions, & the Sale Process:
Succession Planning & the Growing Acquisition Market

Recently Released!!!
Date Published: August 17, 2017
Summary Power Point Deck: 67 Slides

Reference Power Point Deck: 104 Slides

The purpose of this research is to provide readers with a comprehensive understanding of the issues surrounding financial advisor succession planning, acquisitions, & the sale process. This research serves to summarize the key findings of three Tiburon research topics, including Financial Advisor Succession Planning; Financial Advisor Mergers & Acquistions; & Financial Advisor Sale Process. This research is a part of Tiburon's financial advisor strategic issues research series. Other Tiburon research topics address the acquisition markets amongst retail banks, insurance companies, brokerage firms, and investment management firms. This research is foused on financial advisor succession planning, acquisitions, & the sale process.

This research addresses the historical phases, including:

  • Emergence Phase
  • Growth Phase
  • Maturization Phase

This research addresses several interrelated topics, including:

  • Financial Advisor Succession Planning
  • Financial Advisor Mergers & Acquisitions
  • Financial Advisor Sale Process

And this research makes several future predictions, including:

  • Financial Advisor Succession Planning to Capture More Attention
  • Financial Advisor Mergers & Acquisitions to Increase Substantially
  • Financial Advisor Sale Process to Formalize

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