This financial planning M&A market update features insights from Louise Jeffreys, Managing Director of Gunner & Co. Louise explains how buyer behaviour, valuation drivers, and succession planning priorities have changed during the first half of 2026 and what those changes mean for business owners.

Drawing on recent transactions and market activity, Louise explores why buyers have become more selective. She explains what acquirers look for when assessing opportunities and highlights the factors that drive business value. She also discusses why preparation can influence both deal outcomes and valuation.

This financial planning M&A market update is designed for financial planning and wealth management business owners. It provides a practical view of current market conditions, how buyers may assess a business, and the steps owners can take to strengthen future succession and exit options.