Recently Released!!!
Date Published: August 25, 2021
Summary PowerPoint Deck: 165 Slides
Reference PowerPoint Deck: 279 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. Other Tiburon research topics address the acquisition markets amongst retail banks, insurance companies, brokerage firms, and investment management firms. This research is a part of Tiburon's financial advisor 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