Queenston has been successful in helping advisors get what they need or what they want. Knowing the value of your business or designing a successful Succession Plan. Whether it is selling your business or buying a business we have a very high success rate helping our clients.
In addition, we have matched advisors with a longer time horizon with advisors who have a shorter time horizon. This is a proven tactic to have short term growth and position a Successor for established advisors with a short term or a long term Exit Strategy.
Some of the projects Queenston is currently involved with are:
- Queenstonis working with Dealers on the MFDA, IIROC and ICPM platforms. If you are not 100% happy there are better business models, situations and platforms to develop and grow your business out there. A move could also be very financially rewarding in the short term and the long term.
- Queenston is working with advisors to find “what they are looking for”. That could be finding AUM, matching “seasoned” advisors needing a Succession Plan (Succession does not equal Exit) or a junior partner.
- Queenston is working with a client who has a business to buy in a different city and they are seeking a partner in that city for that business.
- Buyers hire us to find specific advisors and / or businesses to complement their business
- Sellers hire us to recruit the “Perfect Buyer” at the best price
- Business Valuations for Estate Planning, Partnership issues, and divorce or law suits – Queenston has worked with in excess of 100 clients in this space.
- Transitions – Queenston works with both buyers and sellers who have a target business to value and design and exit strategy with the best terms and conditions between the candidates.
- Valuations and Evaluations – what is your business worth and what the areas to improve to make your business more valuable. Better technology? Better business model? Better Marketing? Queenston can help.
WHAT DOES YOUR BUSINESS NEED? Queenston has witnessed many different situations in the financial advice industry. We have worked with many clients and helped them be successful.
Talk to us! Maybe we can help you be more successful.