Despite the new regulatory changes in the M&A market and the tax changes announced at the Autumn Budget, M&A activity in financial planning shows no sign of slowing down. But how does a deal in reality look like?

In this video, Louise Jeffreys, the UK’s leading M&A expert in the industry, interviewed a recent business seller and the buyer. Together, they shared their first-hand experiences, diving into the highs and the lows of the process, the lessons they’ve learned, and what they would do differently if they had the chance to do it again. This is an unmissable opportunity to gain practical insights and real-world perspectives on the M&A process from both sides of the table.