- Are you starting to think of your retirement and haven’t got a plan in place?
- Are you finding it increasingly difficult to both run your business and look after clients?
- Would you like to get back to seeing clients and not have to worry about the admin and team management?
Financial services
M&A experts.
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.
Our guarantee to you: We will never introduce your business without permission, never pressure you to transact, and never prioritise a buyer over 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.
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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.
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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.
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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.
Louise understood our business and aspirations completely to ensure best fit for us and our clients. Her knowledge of the market opened up a range of options we had not previously considered
Sheila Mowatt - Mowatt Financial Planning
Working with Gunner & Co. to sell my business was one of the best decisions I’ve made. From the very first conversation, their team demonstrated a deep understanding of the market and a genuine commitment to achieving the best possible outcome for me. They guided me through every stage of the process with clarity, professionalism and unwavering support. The valuation advice was insightful, the preparation work was meticulous, and their management of buyers was exceptional. I always felt informed, protected and confidently represented. Thanks to their expertise, the deal was completed smoothly and on strong terms. I couldn’t recommend Gunner & Co. highly enough to any business owner considering a sale.
Jeremy Brooks - Brooks Wealth Management
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.