- 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.
I worked with Abbie and the team at Gunner & Co. to identify a list of possible firms that would suit our clients and the service they are used to receiving. There was a comprehensive document compiled to identify key highlights associated with the initial long list of firms. We spent time assessing each firm, with interviews arranged and hosted by Abbie with each of the eventual short-listed firms. We then worked with our favoured firm to create a client transfer process that would work for everyone, with Abbie and Louise being integral in making it all happen. I honestly couldn’t have done it without them! There are a lot of firms out there so seeking the best fit is almost impossible unless you have a broker like Gunner & Co. that can know pretty much instantly who would be right for you. They spared me time, effort, energy and stress to make the whole process simple.
Jaskarn Pawar – Invertor Profile Ltd
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
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.