Experts in defining and delivering business sale plans for financial planners and IFAs.
Our success is
your success.
With over 20 years of financial planning and financial advice industry experience, our specialist team have worked on all types of transactions, from small IFA firms looking to retire to large multi office national businesses.
As your trusted partner, Gunner & Co. enable you to unlock value and accomplish your objectives.
Seller Services.
We are your valued partner for succession planning in the IFA and financial planning sector. Our proven track record in delivering deals nationally and our high-quality reputation for setting the professional standard in M&A brokerage will ensure you are fully prepared when the times comes to sell your business.
Our services for sellers.
-
Selling your business.
You will only sell your business once. Our approach is founded on experience and deep market insight, you can trust us to reach your goals.
-
Valuing your business.
Whatever your timeframe, knowing how to increase the value of your business ahead of an eventual sale will make a substantial difference.
-
Prepare your business for sale.
Selling a financial services business requires careful planning. Our team of experienced professionals will work with you to ensure a successful transition.
Why clients recommend us.
We’ve had a long relationship with Gunner & Co. which has resulted in a number of successful transactions. We’ve particularly appreciated how they understand our business and use this to bring opportunities which aligns the needs of both the buyer and the seller.
Gordon Kerr - Ascot Lloyd
Gunner & Co. sourced the second acquisition for Lumin Wealth with the introduction of Everett Macleod which was a perfect fit for the types of businesses Lumin is interested in working with. Throughout the process the team at Gunner were extensively involved, so much so that we managed to complete the transaction within 3 months of the first meeting which is a testament to the assistance they provided throughout. I would recommend Gunner & Co to all prospective vendors.
John Cusins - Lumin Wealth
Buyer Services.
Gunner & Co. have a proven track record of delivering deals for major acquirers – our win-rate is the highest in the market due to the unwavering focus on quality opportunities. We take a lead role in the deal team, from preparatory stages to completion, giving you the additional resource to complete more, better quality deals.
Insights from Gunner & Co.
Our Insight Hub supplements our face to face support, giving you an understanding of the core elements to plan a sale.