Queenston – Mergers, Acquisitions, Transitions

SELLERS

(advisor or firm selling their practice from anywhere across Canada)

MERGERS

(find Senior Advisor looking for Junior Advisor to succeed)

SEGMENTATION

(sell policies from 2 to unlimited amount)

Queenston is the leading Canadian Company specializing in Mergers, Acquisitions, Transfers and Valuations of the financial product distribution industry.

Let’s Talk Numbers

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Registered Members

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Transactions Value Closed

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Listings

Sellers

Maximize Your Selling Price
It is easy to sell your financial advice business these days. But are
you getting the best price, the best deal and the best advisor to take over your business? Queenston has worked with over 100 different advisors and their business transitions. This industry is our speciality and we do not venture outside of it. Queenston has precedent comparables so we know what is a good price and how you should be paid. The terms make the deal not the multiple.

Buyers

Acquisition remains the most desired growth strategy with Canada’s advisors. Currently we havemany more buyers than
sellers and the acquisitions marketremain very competitive.
Queenston has worked with many financial advice firms that have had tremendous success with finding potential acquisitions.

Mergers

Mergers and Acquisitions – Queenston has done more deals in the micro-cap area of the financial product distribution industry than anyone in Canada. We know what businesses buy/ sell/merge for in Canada. We will work with clients to initiate these transitions. Our experience in this sector is unparalleled.

Valuations

A valuation is an important undertaking for many reasons. Everyone would agree that a valuation should be performed for succession planning, exit strategy, partnership, estate
planning, income tax planning, etc. But what about a re-org. Bringing on a partner / associate. A partial sale. You need to know where you are starting from.

Why Hire Queenston?

Merger and acquisition (M&A) consultants are professionals who help companies navigate the complex process of merging with or acquiring another company. M&A can be a highly beneficial strategy for companies looking to grow, diversify, or expand into new markets, but it can also be a risky and time-consuming endeavor. Hiring a M&A consultant can provide numerous benefits to a company considering an M&A transaction.

One of the most significant benefits of hiring a M&A consultant is access to expertise and experience. M&A consultants have in-depth knowledge of the M&A process, including valuation techniques, legal and regulatory considerations, and the negotiation and integration of companies. They have often worked on numerous M&A transactions and have a wealth of experience to draw upon to advise clients. This expertise can be invaluable in helping a company make informed decisions and avoid costly mistakes.

What Sets Queenston Apart

Experience

Queenston's professionals specialize in helping businesses in the financial sector manage transitions and plan for the future.

Increased Value

Queenston's transition process for the sale of a business is designed to achieve excellent condition and a very good sale price.

Communication

Queenston works closely with bussiness owners to define the target audience for your transaction.

Queenston's Network

Queenston has built a vast database of advisors and financial professionals to find the perfect match for your transaction.

Advice You Can Trust

A M&A consultant can also provide objective and unbiased advice. As an external party, a M&A consultant does not have the same vested interests as the company's management or shareholders.

Free Internal Resources

M&A can be a time-consuming and resource-intensive process. Hiring a M&A consultant allows the company to focus on its core business while the consultant handles the M&A process.

The Queenston Team

What Queenston's Clients Are Saying

Shawn Bellefeuille

Certified Financial Planner

Shawn Bellefeuille

I want to express my sincere appreciation for your exceptional service in helping me with the acquisition of my new business. Your expertise and professionalism in the acquisition process were exemplary, and your guidance and advice were invaluable.

Your team's attention to detail and the promptness of your responses gave me the confidence to proceed with the transaction. Your expertise in identifying and negotiating with potential sellers allowed me to secure a great deal, and I am extremely happy with the outcome. I highly recommend your services to anyone seeking your services. Thank you for your hard work, dedication, and commitment to excellence.

7 Days Ago

Réjean Ayotte MBA, Pl.fin.

Quebec