Preparing for sale.

Are you ready to take the next step in your journey as an Independent Financial Adviser (IFA), financial planner, or wealth manager?

Whether you’re a retiring IFA, explore new opportunities, or unlock the value you’ve built over the years, our team is here to guide you through the process of preparing your business for sale. With our expertise in buying and selling financial advice businesses, we understand the intricacies of the industry and the unique considerations that can make or break a successful sale.

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Considerations for selling an IFA, financial planning or wealth management business.

Planning your succession is something you should consider the day you establish your business. Building a legacy doesn’t happen overnight, but takes careful, thought-out planning over a number of years.

But the most successful plans are built with a thorough understanding of the external market, the trends in play and factors which have a direct impact on your objectives.

Benefits of planning ahead with Gunner & Co.

Selling a financial services business requires careful planning and attention to detail. Our team of experienced professionals will work closely with you to ensure a seamless and successful transition. Here’s what you can expect when you choose us as your partner:

  • A tailored valuation

    Understanding the value of your business is key to setting realistic expectations and attracting serious buyers. Our team of experts will conduct a IFA business valuation, taking into account factors such as recurring revenue, client retention rates, growth potential, and industry benchmarks.

  • A winning strategy

    In a competitive market, it’s essential to differentiate your business and make a lasting impression on potential buyers. Our dedicated team will collaborate with you to develop a compelling marketing strategy that showcases the unique strengths of your business.

  • Financial excellence

    When it comes to selling your business, transparency and credibility are crucial. Our team will work with you to ensure that your financial documentation is accurate, up-to-date, and professionally presented.

  • Strengthen client relationships

    Your clients are the lifeblood of your business, and maintaining strong relationships throughout the sale process is paramount. We understand the importance of client continuity and will guide you in effectively communicating the sale to your clients. By prioritising client satisfaction, you’ll increase buyer confidence and enhance the overall value of your business.

  • Operational efficiency

    Streamlined operations not only make your business more attractive to potential buyers but also position it for long-term success. By implementing efficient systems and procedures, you’ll showcase the scalability and profitability of your business, further enticing buyers and increasing its overall value.

  • Confidentiality and security

    We understand the sensitivity of selling a business, especially in the financial services industry. Confidentiality is of utmost importance, and our team will work diligently to protect your interests.