January 1, 2016

Financial Advisor Sale Process:

A Step-by-Step Guide to Selling a Financial Advisory Business

Tiburon Strategic Advisors has further refined its research on Financial Advisor Sale Process.The purpose of this research is to provide readers with a step-by-step guide to selling a financial advisory business. This research compliments Tiburon's research on Financial Advisor Succession Planning, which focuses on the earlier step of deciding the most appropriate outcome for one's business, and Tiburon's research on Financial Advisor Mergers & Acquisitions, which focuses on past transactions & their aggregate valuations. And together these three topics support Tiburon's research on Financial Advisor Succession Planning & Acquistions. This research starts with a key driving factors chapter outlining the reasons that financial advisors may sell their businesses and the trends that are supporting the trend of financial advisors selling their businesses. This research addresses three historical phases, offers a step-by-step process for selling a financial advisory business, & makes several predictions.


Upcoming Research Call:

FA Succession Planning & Acquisitions

The next Tiburon research call with Managing Partner Chip Roame will be January 14, 2016 at 10:00am PT. Tiburon clients are cordially invited to join Chip as he reviews Tiburon research on FA Succession Planning & Acquisitions. If you are a Tiburon client and would like to listen, please email Sarah Sage (SSage@TiburonAdvisors.Com) to RSVP.

If you are not yet a client and would like to obtain access to Tiburon research calls, please contact us.

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FA Succession Planning & Acquisitions


Tiburon CEO Summit XXX:
Over 150 Attendees Already Confirmed

Tiburon Strategic Advisors and its Managing Partner Chip Roame are pleased to announce that over 150 financial services industry senior executives have already confirmed their attendance for the upcoming Tiburon CEO Summit XXX (April 5-6, 2016, at the Ritz Carlton Hotel in New York). Tiburon CEO Summits provide a unique opportunity for a select cross-industry group of senior executives to discuss a broad swath of issues regarding the future of the banking, brokerage, investments, insurance, advice, & wealth management businesses.

Tiburon CEO Summits likely provide one of the only true forums where financial services industry CEOs from across traditional industry silos gather to discuss business opportunities. The list of business relationships resulting from prior Tiburon CEO Summits is impressive. If you are an executive-level Tiburon client and would like to participate in Tiburon CEO Summit XXX, please contact Tiburon's Managing Partner Chip Roame. If you are not yet a client and interested, please contact Sarah Sage.


Tiburon News:

Tiburon Conference Speeches

Tiburon partners & principals have given hundreds of speeches to both financial industry executives and financial advisors. Common audiences for Tiburon partners & principals include board meetings, executive offsites, employee meetings, financial advisor annual conferences, top producers trips, regional forums, & due diligence trips; and national & regional trade group meetings. Tiburon partners & principals have all been widely quoted & can offer detailed insights to conference attendees. The firm's most popular speech topics evolve with market trends and Tiburon's research agenda. Any topic would provide timely research-based conclusions and Tiburon is also willing to merge and custom-design topics to fit specific needs. If you would like to schedule a conference speech, please contact Sarah Sage at SSage@TiburonAdvisors.Com or 415-789-2540.

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Tiburon Conference Speeches


Ipreo:
A Provider of Technology, Data, & Research

Tiburon Strategic Advisors is pleased to highlight its Financial Institutions Profiles Series research on Ipreo. Ipreo was founded in 2006. The company is based in New York, NY and led by its CEO Scott Ganeles & President Kevin Marcus. Ipreo's comprehensive Power Point deck includes a synopsis of its history, including its key phases. Its profile includes the key statistics of the firm, including its number of offices, employees, institutional clients, revenues, & net profits. Its profile includes detailed outlines of its businesses and concludes with the highlights of its organizational structure & ownership.


Missed Last Week's Release?

  • Socially Responsible Investing & Impact Investing
  • Tiburon CEO Summit XXX: CEO Summit Sponsors
  • Tiburon News: Tiburon Research Access Program
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