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What is Your Business Worth

Growing Your Business – How to Find Businesses to Buy

White Papers

Elite Advisors
The Valuation Of Your Financial Services Practice
Due Dilligence Checklist
Maximizing Value
The Robo-Revolution and Other Threats To The Way You Do Business
Factors When Valuing Financial Advice Businesses
9 Ways to Increase the Value of Your Business
Are you Interested in Purchasing a Business
Demographics & Statistics for Your Business
Maximizing the Value of Your Business
Price versus Value of Your Business
How to Protect the Value of Your Business
Quantum of Economic Benefit


Investment Executive Article about Queenston

External succession planning heats up…
Teams in Retail Wealth Management
Advisor: Succession planning is industry’s Achilles’ heel
You’re Not Ready to Buy Another Practice. Here’s Why…
Making the leap to elite adviser
Robo-Advisors Will Dominate The Investment Management Industry

Other Articles

Seller Beware! Top 12 Mistakes to Avoid When Selling a Business

Price Metrix
A Winning Formula – Teams in Retail Wealth Management

Pershing’s Tibergien: 3 keys to profitability

Investment News – Good markets camouflage sins, according to Pershing Advisor Solutions chief executive Mark Tibergien. To improve your profit margins, check out three simple tips from an expert. Remember: no one has ever cut their way to greatness.

Watch the full video here Pershing’s Tibergien: 3 keys to profitability

Financial Advisor Survey

E&Y has done a survey of financial advisors and their clients. The survey shows how far apart our perception of what our clients are feeling and the reality check.

For a Summary of the Study click here Summary – 2014 Wealth Management Survey
For the Full Report click here Full Study – 2014 Wealth Management Survey

Investment Executive

Four Questions to Ask Yourself Before You Buy a Book of Business

The Three Worst Reasons For Buying a Book of Business
The Insurance Succession Puzzle
Selling your book? Stay involved
External succession planning heats up


Free for members to download. THE DOMINO EFFECT: How to Find, Price and Buy a Financial Business by Jerry Butler MBA CFP CIM FCSI President Queenston