Queenston is the leading Canadian Company specializing in Mergers, Acquisitions, Transfers and Valuations of the financial product distribution industry.

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Overall, buying a business requires a combination of research, due diligence, financing, negotiation, legal compliance, integration planning, risk management, leadership, and post-acquisition performance monitoring. These are some of …

Buying a business can be a complex process, but with proper preparation and planning, you can increase your chances of success. Here are 10 things Queenston will do for you: (click to expand)

Queenston has the most experience and the greatest access to transition values in the country. We use a range of values based on recurring revenues and a percentage of assets to arrive at an average between the two.

Queenston is the leading Canadian firm specializing in mergers, acquisitions, transfers and valuations in the financial products distribution industry. You’ll only buy one or two business blocks in your lifetime.

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Buying a business can be a complex process, but with proper preparation and planning, you can increase your chances of success. Here are 10 things Queenston will do for you: (click to expand)

At Queenston, we specialize in assisting financial advisors in seamlessly transitioning their practices from one dealership to another. This delicate process requires discretion, industry insight, and a commitment to preserving your assets and client relationships. Here’s how we guide you every step of the way: Step 1: Advisor Meeting

3. Selection of Valuation Methodology. Objective: Choose the most appropriate valuation methods based on the nature of the business. Key Steps: Consider commonly used methods in wealth management, such as: Market Comparables: Valuing the business based on recent M&A transactions in the same industry.