Blog Post

As you can imagine – 2020 delayed many buy and sell decisions. Therefore, we have many fantastic opportunities. If you are an Associate reply to this email for more information. If you are not an Associate – go to our website www.queenston.net and register.

INSURANCE

Mb – Personal insurance business. Mostly term contracts. $40,000 renewals. Average gross $160,000.
GTA – Personal Insurance business. Older clientele. ~ $15 mil in segs and term deposits. $80,000 renewals. Average gross $150,000
Group Business – small group insurance and pension business. Very defined target market. $400,000
GTA – group insurance / pension consulting business. $125,000 per year.
SE Ontario – only Segs ~$20 million. Older clientele.

INVESTMENT / FINANCIAL PLANNING

GTA – IIROC business. $67 mil. Merge and 5 year succession plan / exit strategy.
GTA – MFDA business $50 mil. Tire kicking for an above average price. Good business.

Non GTA Ontario

SE – MFDA $50 million. Sell and Stay.
SW – IIROC $50 million. Sell and Stay/ Associate
Northern – cottage country. MFDA $50 million. Sell and Stay / Associate
Northern – experienced advisor sells and stay opportunity. Manage a large office. Package up to $150,000 salary and bonuses.
Sask – MFDA / Insurance including group $300,000 in gross revenue. Sell and Stay. Merge.

In addition, we have 100s of advisors interested in merging, partnering and becoming associates both younger advisors looking to work with older advisors and vice versa. Check out our different programs for advisors / clients – Exit Strategies, Acquisitions, Merging, Recruiting and Consulting (Succession Planning, Valuations, Business Planning, Organic Growth, etc.).

Is the grass greener on the other side of the fence? If you are interested in shopping your wares – give us a call.

Not a Queenston Associate – sign up here www.queenston.net. NOTE: we were still involved with 10 transitions last year with our Associates. Membership does have its benefits.