Please enable javascript in your browser to view this site!

Blog Post

June 18, 2021

NEW SELLERS / PUT $$$ IN YOUR POCKET / FANTASTIC OPPORTUNITY FOR NEW ADVISORS

Blog

queen

0

Our phones are ringing off the hooks with opportunities.

Here are five fairly new businesses looking for an Exit Strategy whom we are in the process of gathering information (in addition we have several more):

Ontario – GTA:

$55 million IIROC business. Looking to set up for a 2 year exit. Will not leave current Dealer.

$65 million segregated fund business. This is an easy purchase as anybody with an insurance license and money can buy this business generating $500k in net revenue.

British Columbia in the Interior:

$30 million segs and $400,000 revenue from trails and renewals. Great business to acquire.

$150,000 in revenue from group insurance, seg fund trailers and personal insurance.

Western Manitoba:

$40 million in segs and mutual funds. A great opportunity for an advisor with associates.

Sell & Stay candidates:

Ready to lock in a great exit strategy in ~5 years? We have opportunities for you to move your clients to a new platform and earn 5% to 7%+. Perfect solution to plan your exit.

New advisors – fantastic chance to monetize your business!! Change Dealers and get 2.5% in first year. For those of you that are mathematically challenged – $10 million book = $250,000. Wouldn’t that look great on your T1?? No book too small or too big.

Queenston has been around 10 years and we have not seen these opportunities to buy / sell / sell & stay / or just to change Dealers. Get aboard – respond to this email and we can get started.

Comments are closed.