Queenston is the leading Canadian company specializing in business valuations of the financial product distribution industry. There is three basic services that result from our experience and knowledge of valuations:
Business Valuations – Queenston has a proprietary process to value businesses in our sector. We have identified 10 categories and 25 variables that are examined and weighted to arrive at a multiple we use with Owner’s Discretionary Earnings. We have two levels of valuations – the Opinion Letter is a 4 or 5 page report plus spreadsheets whereby we consolidate and value quantitative and qualitative information provided by the company to arrive at nominal value. In addition we do a more comprehensive valuation where we work from source documents and personal interviews to do a 12 – 15 page report. See Services section for more information.
Consulting Projects – Queenston uses our experience of valuations and knowing the value drivers of successful businesses in our industry. We work with our clients in identifying the areas that can increase their businesses value. This could be developing a business plan and/or marketing plan designed to increase the value. In addition, we will do a Continuation Plan and/or Succession Plan in conjunction with an effective Exit Strategy.
Mergers and Acquisitions – Queenston has done more deals in the micro-cap area of the financial product distribution industry than anyone in Canada. We know what businesses buy/ sell/merge for in Canada. We will work with clients to initiate these transitions. Our experience in this sector is unparalleled.
Jerry Butler MBA CFP CIM has been in the financial services industry for 25 years as an accountant, investment broker and financial planner. Jerry started Queenston in 2012 working with financial advice businesses to do valuations, consulting, dealer to dealer transitions and mergers & acquisitions. Queenston has valued and transitioned over $125 million in value and $5 billion in AUM. In addition, Queenston has worked with advisors and dealers on Succession and Exit Planning. Mr. Butler has consulted with advisors and done presentations all over Canada. Queenston has become an expert in the value of the different business models and an expert on increasing the value of a financial advisor’s business.
Jerry Butler has over 25 years of experience in the Financial Services sector including 20 years as a Financial Planner. Jerry has work on both MFDA & IIROC Platforms as an advisor and a manager.
Mr. Butler has successfully completed the following:
- – Certified Managment Account
- – Master Of Business Administration
- – Certified Financial Planner
- – Financial Management Advisor
- – Certified Investment Manager