Insights Survey 2022

Thank you for joining our survey. Everything included here is completely confidential
If you would like to receive a copy of the findings, along with Gunner & Co.’s Insight Report ‘What attracts top valuations for IFA businesses’ (worth £350), please complete your contact details. The survey findings and report will be sent once the survey is closed, in March.

This survey will take a maximum of 3 minutes of your time, and will help us understand how we can better educate the industry.

1, Is succession planning part of your strategic plan? *

2, What would your motivation for a change in ownership structure be? *

3, How many years are you away from succession? *

4, What would be your preferred exit route? *

5, What are your 2 most important factors for a successful sale? *

6, If you are an independent firm, is selling to an independent firm important to you?

7, Do you use any of the following for industry news? (tick as many as applicable)

8, What type of seller would you consider selling to?

9, From your knowledge and experience of Gunner & Co., how likely are you to recommend our services to a colleague? (1-10)

What is your email address? Only required if you would like your free report ‘What attracts top valuations for IFA businesses’ (worth £350) - sent in March.

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