Jerry Butler Queenston
Jerry Butler MBA CFP CIM has been in the financial services industry for 25 years as an accountant, investment broker and financial planner. Jerry started Queenston in 2012 working with financial advice businesses to do valuations, consulting, dealer to dealer transitions and mergers & acquisitions. Queenston has valued and transitioned over $125 million in value and $5 billion in AUM. In addition, Queenston has worked with advisors and dealers on Succession and Exit Planning. Mr. Butler has consulted with advisors and done presentations all over Canada. Queenston has become an expert in the value of the different business models and an expert on increasing the value of a financial advisor’s business.
08
JuneMany New Opportunities to Buy, Merge and Partner
08 June 2021
Speaking of PARTNERS. Queenston is pleased to introduce you to our new partner Martin Luc Derome. Martin has been in…
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MaySELL AND STAY & GET 2% + 5% OF AUM
19 May 2021
SELL AND STAY: Queenston is working with an aggressive buyer who is willing to pay you to move your business…
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MarchLOOKING TO GROW? SEE BELOW
03 March 2021
As you can imagine – 2020 delayed many buy and sell decisions. Therefore, we have many fantastic opportunities. If you…
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NovemberPUT $$$ IN YOUR POCKET
17 November 2020
There are several ways to use your business’s value to put $$$$$ in your pocket – often without reducing the…
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NovemberBUSINESS GROWTH IN THE NEW NORMAL
06 November 2020
Clearly 2020 has presented an opportunity for many advisors to adjust / modify their business model primarily through the use…
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