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.
11
NovemberFANTASTIC OPPORTUNITY TO ACQUIRE $30 MILLION OVER 5 YEARS
11 November 2021
We have an amazing opportunity in the GTA. The business: $30 million 100 households Approximately $300,000 net revenue East side…
Read more04
OctoberDON’T HAVE TO SELL TO PUT MONEY IN YOUR POCKET
04 October 2021
There are several ways to use your business’s value to put $$$$$ in your pocket without exiting – often without…
Read more22
SeptemberIncome Tax Rules for Buyers and Sellers
22 September 2021
There are many advisors currently considering buying or selling (merging, partnership, etc.) financial advice businesses. I am not a tax…
Read more05
AugustBUYER BEWARE!! SOME BUY ING DON’Ts
05 August 2021
Growth by acquisition is not necessarily the cheapest or the best way to grow your business but it is the…
Read more18
JuneNEW SELLERS / PUT $$$ IN YOUR POCKET / FANTASTIC OPPORTUNITY FOR NEW ADVISORS
18 June 2021
Our phones are ringing off the hooks with opportunities. Here are five fairly new businesses looking for an Exit Strategy…
Read more