Recently Released!!!
Date Published: August 24, 2022
Summary PowerPoint Deck: 329 Slides
Reference PowerPoint Deck: 1,564 Slides

The purpose of this research is to provide readers with a comprehensive understanding of recent retirement plan advisor mergers & acquistions. While this topic has become quite popular throughout the retirement plan advisor industry, little reliable and consistent market data exists because many transactions take place between related parties and/or acquirers do not disclose the terms of their transactions. As a result, Tiburon's primary objective is to summarize a common set of facts for all market participants. If your firm is for sale or if you are seeking to acquire a retirement plan advisory firm, this research should be a useful reference. This research topic is one in Tiburon's series of Financial Advisor Mergers & Acquisitions topics; other reports exist for fee-based financial advisors (RIAs), independent reps, property & casualty insurance agents, life & health insurance agents, CPA firms, law firms, real estate agents, & mortgage brokers. Furthermore, this research compliments Tiburon's Financial Advisor Succession Planning and Financial Advisor Sale Process research. Tiburon's Financial Advisor Succession Planning research provides a step-by-step plan for planning for succession. Tiburon's Financial Advisor Sale Process research provides a step-by-step plan for selling a financial advisory firm. These three topics together support Tiburon's Financial Advisor Succession Planning, Acquisitions, & the Sale Process research.

This research summarizes the market growth in retirement plan advisor mergers & acquisitions' variables & valuation metrics, highlights the leading retirement plan advisory acquisitions, and highlights the leading retirement plan advisor acquirers.

And this research makes several future predictions for retirement plan advisor mergers & acquisitions, including:

• Moderate Growth in Number of Retirement Plan Advisor Mergers & Acquisitions
• Retirement Plan Advisor Valuations to Remain Elevated as Acquirors Seek Client Referral Sources