A NEW PERSPECTIVE

Using the industry’s largest comparable sales database of financial service businesses, Queenston Consulting is able to deliver a detailed and realistic valuation analysis. The CALCULATIVE VALUATION provides a clear picture of value within the context of actual deal terms.

WHY HAVE YOUR BUSINESS VALUED?

Valuing your business is an important step to managing equity. While some advisors obtain a valuation to determine their selling price, the Calculative Valuation is used for many other purposes:

• Benchmarking and increasing value years before a sale

• Buy/Sell Agreements (Death/Disability Agreements)

• To facilitate succession planning discussions

• To plan and implement internal stock sales

• Acquiring practices

THE MOST ACCURATE VALUATION SYSTEM IN THE INDUSTRY

Over the last decade, the Queenston Consulting valuation services have evolved from annually published, and often quoted, multiples of revenue, to a much more

accurate and complete valuation system. Queenston Consulting’ valuation analysis provides owners a neutral, accurate, fact-based opinion of value, based on the industry’s largest marketplace for independent advisors. By using comparable sales data, and measuring your business’s equity on  the three major valuation indexes of Cash Flow Quality, Transition Risk, Growth and Marketplace Demand, Queenston Consulting can determine the fair market value of your business.

 VALUE

PROTECT

GROW  ENJOY

Regardless of the size of your practice or your career path, determining and monitoring the value of your practice is the single most important step to planning for the future of your advisory career. Do it right. Understanding what drives the value of a financial services practice impacts every decision you’ll make in the years to come, from acquisition, to hiring, to succession planning.