Business Owner Planning:
Key Man Insurance, Succession Plans, & Related Planning

Recently Released!!!
Date Published: October 19, 2022
Summary PowerPoint Deck: 300 Slides

Reference PowerPoint Deck: 743 Slides

The purpose of this research is to provide readers with a comprehensive understanding of business owner planning, including key man insurance, succession plans, & related planning. This research is part of Tiburon's broader coverage of financial planning.

This research starts with a context setting chapter, and then addresses the key historical phases of business owner planning, including:

  • Early Phase
  • Middle Phase
  • Recent Phase

This research defines the key business owner planning services, including:

  • Key Man Insurance
  • Retirement Plans & Other Benefits
  • Succession Plans

And this research makes several future predictions for business owner planning, including: 

  • Substantial Growth in Business Owner Planning
  • Fastest Growth in Key Man Insurance
Member Access

Tiburon Members & individual research subscribers may click on any of the icons below to access any part of this research. The most widely utilized parts are the Key Findings (think factoids), Podcast Presentation, and Summary PowerPoint deck.

Table of Contents Summary
PowerPoint Deck
Key Findings Reference
PowerPoint Deck
Podcast Presentation Excel Data Sheet
Public Access

Please click on the Table of Contents icon below to see more details of this research.

Table of Contents

Media Access

Members of the media who would like further access to the components of this research may click on the icon below or send an email to Sarah Sage.

Media Access

Tiburon Research Subscriptions


If you are having difficulties subscribing to Tiburon research online please contact Sarah Sage at
SSage@TiburonAdvisors.Com or 415-789-2540.