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IF YOU ARE NOT GROWING YOUR BUSINESS – YOU ARE GOING BACKWARDS

fletcherm

0

There are a lot of reasons why most advisors are not bringing on new clients like they used to. Some of those reasons include the following issues:
  • The markets have been great for 10+ years so AUM is growing – don’t need new clients
  • Do not have a Strategic Business Plan
  • If you have a Marketing Plan, you are not effectively reaching your target market
  •  No time to prospect
  • Need a junior associate to work with C and D clients and prospect a younger demographic
  • No time to find acquisition / amalgamation prospects
  • Wrong business model or wrong Dealer / Platform
  • Want to slow down / want to monetize all or part of your business but not retire
  • Worrying about a succession plan and an exit strategy
  • Regulations / compliance is taking the fun out of running your business
SOLUTIONS
Queenston can help with all of the above.
  • We can source junior and senior advisors, amalgamations and acquisitions
  • Advise on the best methods to generate organic growth
  • Many ideas to monetize your business – create cash to grow
  • Right now we have several acquisition / amalgamation opportunities:
British Columbia         – click here
Alberta                          – click here
Saskatchewan              – click here
Manitoba                       – click here
Ontario                          – click here
Quebec                          – click here
East Coast                     – click here
CALLING ALL PM’s AND PM SHOP’s – THERE ARE A TON OF OPPORTUNITIES IN THE MARKET FOR YOU.
CALL ME!! BOOK A TIME – CLICK HERE
If someone asked you to add the numbers between 1 and 100 … 1+2+3.. etc. (actually between any 2 numbers) – could you do it under 1 minute? See our new blog “Domino Effect” for the solution. Click here …

OPPORTUNITIES IN MANITOBA

fletcherm

0

A couple of unique opportunities in the Winnipeg area.
  • MB051 – this insurance license only business is for sale. Older long term advisor with a large number of life insurance contracts (and households) and approximately $30 million in seg funds. This business consistently did $200,000 in Gross Revenue (mostly DSC segs) and has approximately $100,000 in recurring revenue.
  • MB200 – this long term very successful MFDA advisor would like to find a successor. The candidate would buy $25 million+ at the start. Work closely with the senior advisor and become part of a Succession Plan and an Exit Strategy. Must have committed to the Industry by both business successes and education. Must be at seller’s MFDA Dealer or move to the same Dealer.
Are you an Associate? Do you want first dibs on opportunities? Register here.
Interested in above opportunities? Email us at [email protected].
Do you have an Exit Strategy? Ready to sell? Prices and terms have never been as good as they are right now. Financing is available. Move now before interest rates get to high and drag markets down.
I am looking forward to speaking with you. Book a phone call here.

TONS OF BUYING / SELLING / MERGING OPPORTUNITIES

fletcherm

0

We have many advisors wanting to do a deal … or two. Many are sitting on the fence and waiting for the right opportunity to come along. ARE YOU CONSIDERING A TRANSITION? WANT TO KNOW WHAT IS AVAILABLE IN THE MARKET FOR YOUR BUSINESS? Call us!!!
Queenston’s job is to find that right fit which will make their decision easier. Here’s our process:
  1. Find advisors considering a sell; sell and stay; partnership; amalgamation; etc., and
  2. Define who will qualify and what terms are they looking for, and
  3. Find the interested and qualified, and
  4. Promote the interested and qualified to the advisor considering opportunities, and
  5. Find the fit so we can introduce the two candidates.
Interested in getting in front of opportunities? Let us know … we will outline the process to you.
We currently have the following fence sitters:
East Coast –
MFDA and Insurance business with $35 million in AUM and ~ $300,000 in revenue is considering a sale or a sell & stay. Are you ready to structure a win-win relationship?
GTA –
a.) MFDA operation with $50 million in mutual funds and $400,000 in recurring revenue.
b.) IIROC business with a PM and $300 million in AUM looking for a PM platform. Either buy into a firm or land on another PM platform.
c.) IIROC business with $110,000,000 and $1000,000 in Revenue.
South Ontario-
a.) MFDA and Insurance business with $50 million in AUM and $350,000 in revenue. Looking for a merger / partnership.
b.) IIROC and Insurance business with $30 million AUM and $300,000 in revenue. Looking for a sale or a sell & stay.
c.) MFDA and Insurance business with $100 million in AUM and $1.5 million in revenue.
Manitoba –
a.) MFDA business with $100 million in AUM looking for a junior partner and a future successor. Will sell $25 – 50 million at start.
b.) Small insurance business generating $50,000 in revenue wanting to sell.
Saskatchewan –
Referral and insurance business generating $300,000. Sell and Stay.
Alberta –
a.) Very good referral business generating $200,000 in revenue. High average HH AUM.
b.) IIROC business with $60 million in AUM wanting a successor.
Those are some of our opportunities crying out for interested and qualified candidates. Want more info? Respond to this email.
Want first crack at ALL opportunities on your wish list? Consider our Subscription Program.
Interested in doing some business? Wanting a valuation? Wanting a Successor or Exit Strategy? Email.

OPPORTUNITY FOR YOU? GOTTA MOVE FAST!

fletcherm

0

Queenston is working with a Portfolio Manager who is looking for a Partner to manage the relationships of a business with $30 million investments and $300,000 in revenue. An ownership stake will be outlined and structured to fit your current business.

Where:

Office is on east side of GTA
Clients around the GTA

They are looking for:

Minimum 5 years in the industry
Insurance license and CFP preferred
You would move to their platform i.e., not be at a MFDA or IIROC Dealer
You could bring existing clients with you and fold them into the business for equity

What you can expect:

Expected first year income to new partner should be $200,000+ from the business alone
Autonomy to manage business – PM is in another province
Established clientele / underserved and little insurance has been sold
Own 50% of this multi million dollar business (soon to be)

The PM is looking to move fast on this opportunity. They are not kicking tires and they are ready to move so if interested throw your hat in the ring.

Current Business Opportunities (BC, AB, ON)

fletcherm

0

The number of selling, merging, and transitioning opportunities we have across Canada is growing, and we want to keep that momentum going.

Want to be part of this growth? Queenston may be able to help you.

We have over 40 listed sellers, 100s of merger candidates and many advisors looking to move to a team to help build their business or have an exit strategy in a few years.

Here are a few:

Western Canada – we are currently in the discussion stage with several sellers:

A few smaller businesses in BC – on Island and Southern BC
Two MFDA businesses in Alberta – $30 m and $50 m
A $20 million seg and mutual fund book in Northern Alberta
A million+ a year referral and insurance business looking for an Exit Strategy

Ontario – we have many opportunities including five in the Letter of Intent stage which may not materialize and they may become available. But there are many more transitions to consider:

GTA

A very well-managed million-dollar-a-year business with mutual funds and insurance.
A referral business ($300k) considering an amalgamation with an insurance specialist.
A $50 million MFDA business would consider an Exit Strategy if attractive.
Several smaller businesses looking for a home

SOUTH EASTERN ONTARIO

A $50 million MFDA business looking to buy out a 50% Partner
Another MFDA looking for a Sell and Stay arrangement

SOUTH WESTERN ONTARIO

A $60 million IIROC business for a Sell & Stay
Two different smaller businesses with approximately $10 million in AUM

Want to know more about these deals? Let’s connect!

SELLERS / SELL AND STAY / MERGER CANDIDATES:
We have investors looking to buy profitable businesses through our network, but we only connect you with qualified buyers who can work with you and your business.

What is your business worth? What multiple will interest you in making a major decision – 3X; 4X; 5X – you get the picture.

HOW TO GET IN FRONT OF OPPORTUNITIES

Option 1 – Become an Associate
If not already, go to www.queenston.net – free.

Option 2 – Become a Preferred Associate
Get priority notification on opportunities. Each time a new opportunity comes up you will be notified. If you are interested, we will send the candidate a marketing brochure describing your business and what you are prepared to do to put a deal together.

More information? [email protected]

Option 3 – Acquisition Manager Program
Your time is valuable – don’t hunt for acquisitions. An employee does not know where to start. Hire Queenston to design and manage an acquisition program tailored to your needs. We adopt a proactive strategy to identify and approach candidates that fit your target market. We have a 20,000 advisor data base. We know where to look – what to say – how to find qualified and interested candidates.

More information? [email protected]

So, you can see there is much going on with Queenston. Whether you are looking for growth by acquisition or just wanting to keep informed of what is going on in the market, let us know how we can help you. I promise you will be surprised.

Are You a Seller/ Buyer/ Merger/ Amalgamate/ Find a New Business Model?

fletcherm

0

Right now, the opportunities are coming fast and furious. We currently have selling, merging, transitioning opportunities from coast to coast. Interested??

If you are interested in any of the above, Queenston may be able to help you. We have over 40 listed sellers, 100s of merger candidates and many advisors looking to move to a team to help build their business or have an exit strategy in a few years.

Here are some samples:

Western Canada – we are currently in the discussion stage with several sellers:

A few smaller businesses in BC – on Island and Southern BC
Two MFDA businesses in Alberta – $30 m and $50 m.
A $20 million seg and mutual fund book in Northern Alberta.
A million+ a year referral and insurance business looking for an Exit Strategy

Ontario – we have many opportunities including five in the Letter of Intent stage which may not materialize and they may become available. But there are many more transitions to consider:

GTA

A very well-managed million-dollar-a-year business with mutual funds and insurance.
A referral business ($300k) considering an amalgamation with an insurance specialist.
A $50 million MFDA business would consider an Exit Strategy if attractive.
Several smaller businesses looking for a home

SOUTH EASTERN ONTARIO

A $50 million MFDA business looking to buy out a 50% Partner
Another MFDA looking for a Sell and Stay arrangement

SOUTH WESTERN ONTARIO

A $60 million IIROC business for a Sell & Stay
Two different smaller businesses with approximately $10 million in AUM

SELLERS / SELL AND STAY / MERGER CANDIDATES:
We have thousands of buying candidates that are interested and we find the ones qualified to work with you and your business.

What is your business worth? What multiple will interest you in making a major decision – 3X; 4X; 5X – you get the picture.

HOW TO GET IN FRONT OF OPPORTUNITIES

Option 1 – Become an Associate
If not already, go to www.queenston.net – free.

Option 2 – Become a Preferred Associate
Get priority notification on opportunities. Each time a new opportunity comes up you will be notified. If you are interested, we will send the candidate a marketing brochure describing your business and what you are prepared to do to put a deal together.

More information? [email protected]

Option 3 – Acquisition Manager Program
Your time is valuable – don’t hunt for acquisitions. An employee does not know where to start. Hire Queenston to design and manage an acquisition program tailored to your needs. We adopt a proactive strategy to identify and approach candidates that fit your target market. We have a 20,000 advisor data base. We know where to look – what to say – how to find qualified and interested candidates.

More information? [email protected]

So, you can see there is much going on with Queenston. Whether you are looking for growth by acquisition or just wanting to keep informed of what is going on in the market, let us know how we can help you. I promise you will be surprised.