Since inception, Queenston has been hearing from advisors that they would like to match with advisors at opposite ends of the retirement curve. Queenston has been working very hard to build a data base of matching Exiting advisors (0 – 10 years) with advisors with a longer time line OR advisors looking for a partnership.
A couple of examples:
- Mid 50s advisor with $85 m AUM with a 5 year time line to Exit seeking a junior partner to be the succession. This would mean buying into the business over time and acquiring more AUM. Candidate should have good experience and shown an aptitude to convert prospects to clients.
- Mid 60s advisor with expanded space and a successful financial planning business model seeking both experienced and relatively new advisors. Candidates should be willing to work in a team concept with a defined buy in process.
- We have several advisors looking to on-board advisors providing an increase in revenue, transition bonus and an above average guaranteed buy out when ready to Exit (no time limit). Move your assets and go “on vacation” as all administration is done by new “partner”.
- Queenston also has some sellers and many qualified and interested buyers. Give us a call about either.
Valuations, Partnerships, Mergers, Acquisitions, Team Building – Queenston is the best consulting firm in the financial advice industry to assist you with your business building.
What does your business need? We will market you to your target market. Queenston has a large data base of advisors. Email [email protected]