You are only going to sell your IFA business once, and it is likely to be the first time you have done so.

As your clients trust you as a financial adviser, it is ideal for you to have trusted advisers that can be with you throughout the transaction, including an IFA broker, deal consultant, accountant, solicitor.

Watch this video to understand the details of their roles and why they are important to your transaction.

If you want to find out more on what you should expect from a broker then watch our insightful video on what’s the role of the broker in a deal.

If you are looking to sell your business, find out more about the selling process and how Gunner & Co. can help you. Book a meeting with our MD Louise here