Financial Advisor Succession Planning, Acquisitions, & the Sale Process:
Succession Planning & the Growing Acquisition Market
Recently Released!!!
Date Published: February 7, 2024
Summary PowerPoint Deck: 252 Slides
Reference PowerPoint Deck: 437 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 & Acquisitions; & Financial Advisor Sale Process. Other Tiburon research topics address the acquisition markets amongst retail banks, insurance companies, wealth & investment management firms, and FinTech firms. This research is a part of Tiburon's wealth & investment management strategic issues research series.
This research addresses the key historical phases of financial advisor succession planning, acquisitions, & the sale process, including:
This research addresses several interrelated topics within financial advisor succession planning, acquisitions, & the sale process, including:
And this research makes several future predictions for financial advisor succession planning, acquisitions, & the sale process, including:
Date Published: February 7, 2024
Summary PowerPoint Deck: 252 Slides
Reference PowerPoint Deck: 437 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 & Acquisitions; & Financial Advisor Sale Process. Other Tiburon research topics address the acquisition markets amongst retail banks, insurance companies, wealth & investment management firms, and FinTech firms. This research is a part of Tiburon's wealth & investment management strategic issues research series.
This research addresses the key historical phases of financial advisor succession planning, acquisitions, & the sale process, including:
- Emergence Phase
- Growth Phase
- Maturization Phase
This research addresses several interrelated topics within financial advisor succession planning, acquisitions, & the sale process, including:
- Financial Advisor Succession Planning
- Financial Advisor Mergers & Acquisitions
- Financial Advisor Sale Process
And this research makes several future predictions for financial advisor succession planning, acquisitions, & the sale process, including:
- Financial Advisor Succession Planning to Capture More Attention
- Substantial Growth in the Number of Financial Advisor Mergers & Acquisitions
- Financial Advisor Sale Process to Become More Formal
Tiburon Member Access:
Tiburon members can download the summary or reference PowerPoint presentation, view the most recent Tiburon Webinar featuring Tiburon's Managing Partner (or another Tiburon team member), and/or listen to the most recent Tiburon podcast featuring Tiburon member CEO guests by clicking on the buttons below:
Non-Tiburon Members:
Non-Tiburon members can either become Tiburon members or subscribe to this specific Tiburon Research by clicking on one of the buttons below:
Media Members:
Members of the media who would like access to this Tiburon Written Research, Tiburon Webinar, and/or Tiburon Podcast should send an email to Sarah Sage using the button below:
Tiburon members can download the summary or reference PowerPoint presentation, view the most recent Tiburon Webinar featuring Tiburon's Managing Partner (or another Tiburon team member), and/or listen to the most recent Tiburon podcast featuring Tiburon member CEO guests by clicking on the buttons below:
Non-Tiburon Members:
Non-Tiburon members can either become Tiburon members or subscribe to this specific Tiburon Research by clicking on one of the buttons below:
Media Members:
Members of the media who would like access to this Tiburon Written Research, Tiburon Webinar, and/or Tiburon Podcast should send an email to Sarah Sage using the button below:
