Financial Services Industry States of Incorporation:
Most Efficiently Incorporating a Financial Services Industry Business

Recently Released!!!
Date Published: December 4, 2019
Summary PowerPoint Deck: 27 Slides

Reference PowerPoint Deck: 29 Slides

The purpose of this research is to provide readers with a comprehensive understanding of financial services firms' strategies around states of incorporation. This is part of Tiburon's broader coverage of financial services industry planning & documents.

This research addresses the historical phases of financial services industry states of incorporation, including:
  • Early Phase
  • Haphazard Phase
  • Delaware Dominance Phase
  • Nevada Emergence Phase
This research addresses critical decision criteria of financial services industry states of incorporation, including:
  • Upfront Formation Fees
  • Ongoing Annual Fees
  • Franchise Taxes
  • Corporate Income Taxes
  • Residency Requirements
  • Board Member Liability
  • Anti-Takeover Provisions
  • Investor Preferences
And this research makes several future predictions for financial services industry states of incorporation, including:
  • Deleware to Remain Leading State of Incorporation
  • Nevada to Emerge as Second Leading State of Incorporation
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