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.
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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 first met Gwill and the team at Gunner & Co. several years ago at one of their events, and over the intervening years we have worked together to define and plan our exit strategy, which we have now successfully executed. On top of an excellent level of expertise, my colleagues and I found the ongoing support and guidance Gwill provided to be top notch, and the overall service was extremely professional from start to finish. I felt the options presented to us were well thought out and the party we eventually went with are a great fit for us personally, as well as for our clients, and we are thoroughly pleased with the outcome. The selling process is much more complex and involved than we had initially expected it to be, and if you are considering what the best plan of action is then I highly recommend that you start with a conversation with Gunner & Co.
Raymond Pirrie - Rosemount Asset Management Ltd
Having held hands with many accountancy clients through their business disposals, I assumed we would be well placed to go it alone in the sale of our IFA arm.That assumption was misplaced as from the time I took a follow up call from a webinar from Gwill at Gunner & Co. I realised how valuable they were in the process. Not just in terms of sourcing suitable acquirers but they helped clarify the outcome we were seeking and guide us in the selection of Wren Sterling as our perfect match. Thanks Gwill and colleagues. Couldn't have got there without you!
David Wright - TW 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.