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

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Date Published: July 17, 2019
Summary PowerPoint Deck: 102 Slides

Reference PowerPoint Deck: 146 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 key 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
  • Substantial Growth in the Number of Financial Advisor Mergers & Acquisitions
  • Financial Advisor Sale Process to Formalize
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