Tiburon Strategic Assessments are high level analyses of Tiburon members' business model and strategy delivered remotely, via Zoom or similar technology. Fees for Tiburon Strategic Assessments typically range from $100,000 - $200,000.

Tiburon Managing Partner Chip Roame and Former Orion Advisor Solutions CEO Eric Clarke discuss the changing landscape of WealthTech at Tiburon CEO Summit XLVII in San Francisco, CA

While performing a Tiburon Strategic Assessment, Tiburon hosts two-to-four remote meetings with Tiburon member representatives to better understand the member's businesses and strategies, and builds off of its written industry knowledge with customized analysis in the areas of internal capabilities, competitor strategies, and client needs:

• Capabilities Reviews: A third-party assessment of a firm's internal capabilities is critical to developing sound strategy. Tiburon's depth of industry knowledge can make its capabilities reviews extremely detailed and worthwhile. Typical research models can include executive interviews, financial assessments, marketing & web site assessments, technology assessments, and human resources assessments. In all cases, these research modules are undertaken to seek application of the client firms' capabilities in the wealth & investment management (& WealthTech) markets known well by Tiburon.
• Competitor Analyses: It is doubtful that any firm profiles competitors to the extent of Tiburon. By sticking to industries known to the firm's principals, Tiburon has repeatedly profiled nearly every firm associated with the wealth & investment management (& WealthTech) market. As a result, custom research for client projects can allow Tiburon to go much further in-depth regarding competitor strategies, initiatives, and tactics as well as the detailed pricing and service characteristics of individual products. Tiburon competitor analyses will often call for website reviews, executive interviews, financial advisor interviews (if applicable), mystery shopping, and client interviews. Competitor research is done to uncover business opportunities being served by similar firms.
• Client Needs Assessments: The wealth & investment management (& WealthTech) industry has a long history of doing limited detailed client needs assessments; the industry was long driven by intellectuals who chose to innovate products in front (or in-spite) of client needs. This is changing with the consumerism taking root in the industry, driven by firms such as The Charles Schwab Corporation, Fidelity Investments, and The Vanguard Group. Client research can take many forms; depending on a Tiburon member's clients; in-person interviews, telephone interviews, and written surveys can all be appropriate. Client research is undertaken to uncover emerging business opportunities.

Tiburon Strategic Assessments are not equivalent to Tiburon Strategic Consulting projects which provide for a more detailed, customized, and in depth analysis delivered in person.

If you would like more details or would like to schedule a Tiburon Strategic Assessment, please contact Sarah Sage at SSage@TiburonAdvisors.com.