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Blog Post

April 23, 2018


Buyer Beware!! Some Buying Don’ts | Queenston Consulting




Queenston is currently working with many clients for Valuations; Succession Plans/Exit Strategies; Dealer to Dealer Transitions; and Mergers and Acquisitions. For more information about these services and other information – visit
Some of our current projects include:
British Columbia
  • Advisor seeking a Succession Plan. $60 million AUM. MFDA. Interior. Sell 25% per year.
  • Advisor selling a $90 million AUM currently in LOI stage.
  • Advisor on MFDA platform with $30 million AUM seeking buyer and/or Succession Plan.
  • Advisor Insurance only with $20 million AUM seeking buyer and/or Succession Plan.
  • Advisor with $100 million AUM (MFDA) wanting a Partner/Succession Plan.
  • Advisor with $80 million AUM looking for a Successor / Exit Strategy.
  • Insurance business with $150,000 in Revenue – currently in LOI stage.
  • For Sale – Advisor with fee business generating $220,000 in referral fees in GTA.
  • Advisor with IIROC business $50 million AUM – sale and stay on with contract in GTA.
Are you a Portfolio Manager or qualified to be a PM? We may have an opportunity for you.
Interested in these or other opportunities? Let s talk.

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