Succession planning is now firmly embedded in long-term strategy for financial planning firms.

According to Gunner & Co.’s fifth annual survey, 73% of business owners have built succession into their strategic planning – a clear sign that early preparation has become standard. Over half (51%) are looking to exit within the next two years, with retirement still the key driver and internal handovers steadily gaining ground.

In this 8-min video, Gwill Evans, Head of Brokerage at Gunner & Co. goes beyond the headline data to explore how these trends are playing out in real transactions,  offers practical insight into how you can stand out from the 51% preparing to exit.

Watch now to understand how the 2025 succession landscape is evolving, and what it means for your next steps.