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Retainers, Board Roles, & Executive Counseling
As a boutique with a well-defined industry focus, Tiburon is able to structure a whole variety of relationships to satisfy many client needs. Retainer Relationships Tiburon has been asked to structure many retainer relationships with clients. For instance, one CEO of a large independent broker/dealer has engaged Tiburon on a research retainer whereby the firm tackles new industry research projects every two months to help keep the client on the leading-edge. In another case, one large mutual fund company has Tiburon executives on a speaking retainer whereby the firm's executives speak at numerous executive and financial advisor conferences each year. Dozens of other Tiburon clients subscribe to the firm's research report retainer program, some bundled with telephone consulting assistance and/or quarterly market seminars. Still others have made agreements to redistribute Tiburon's research as a value-added service to their financial advisors. Common retainer models have included:
Board Roles Tiburon executives have also joined dozens of boards of both private and public companies as well as of mutual funds. The firm finds board roles to be a productive way to contribute to the continual development of its clients' strategies. Executive Counseling Executive counseling assignments are often taken on by Tiburon's CEOs-in-Residence. With decades of experience and access to all of Tiburon's research, Tiburon's CEOs-in-Residence can deliver great value to industry executives through once a month or more frequent meetings to brainstorm solutions to industry issues. Retainers, board roles, & executive counseling are generally billed on a monthly or quarterly basis. These projects can be discussed with any Tiburon Principal or CEO-in-Residence.
To learn more about other Tiburon services, please see the sections titled Market Research, Strategy Consulting, Venture Consulting, and Mergers & Acquisitions. Note: All Tiburon projects are invoiced half at the mid-point date and half upon completion. On top of project fees, Tiburon bills for travel expenses but no other office expenses. When billing travel, Tiburon bills for two principals and/or managers and bills all travel expenses. The firm's principals fly first class (business class if available on entire route) and its research managers fly coach class primarily out of San Francisco, CA |
