Selling an IFA, Wealth Management or Financial Planning Firm.

We know that you will only sell your business once, and just as you know the importance of being a trusted partner to your clients for financial advice, we understand the importance of assisting you through each step of the sale process.

We have worked with hundreds of business owners, with a myriad of objectives. Our knowledge of the buyer market and our proven track record of matching your objectives with a set of appropriate buyers is what sets us apart.

With you every step of the way.

Unlike other business brokers, we will be by your side every step of the transaction. Our focus is on equipping you with the knowledge tools and resources to make the right decisions for you, your clients and your team.

When it comes to working together, we offer you two choices: A ‘Sell-Side Mandate’, where we work directly for you throughout the project, or a ‘Buy-Side Mandate’, where we work together to identify the right partner for succession from our list of partners.

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Why clients recommend us.

  • I first met Gwill and the team at Gunner & Co. several years ago at one of their events, and over the intervening years we have worked together to define and plan our exit strategy, which we have now successfully executed.  On top of an excellent level of expertise, my colleagues and I found the ongoing support and guidance Gwill provided to be top notch, and the overall service was extremely professional from start to finish.  I felt the options presented to us were well thought out and the party we eventually went with are a great fit for us personally, as well as for our clients, and we are thoroughly pleased with the outcome.  The selling process is much more complex and involved than we had initially expected it to be, and if you are considering what the best plan of action is then I highly recommend that you start with a conversation with Gunner & Co.

    Raymond Pirrie - Rosemount Asset Management Ltd

  • Having held hands with many accountancy clients through their business disposals,  I assumed we would be well placed to go it alone in the sale of our IFA arm.That assumption was misplaced as from the time I took a follow up call from a webinar from Gwill at Gunner & Co. I realised how valuable they were in the process. Not just in terms of sourcing suitable acquirers but they helped clarify the outcome we were seeking and guide us in the selection of Wren Sterling as our perfect match. Thanks Gwill and colleagues. Couldn't have got there without you!

    David Wright - TW Financial Planning

  • Gunner & Co. were instrumental in helping me with my acquisition. The help and support I had from the team was absolutely invaluable throughout. I would highly recommend their services to anyone considering a sale or purchase of an IFA business, their expertise is first-rate. Gwill Evans, in particular, supported me during the process and was able to introduce me to a business which was a great fit.

    Tyron Edmonds - Acacia Wealth Management

  • Selling your business is a very steep learning curve with a multitude of pitfalls along the way. The support that I received from Gunner and Co in navigating these pitfalls from beginning to end was exceptional. They have a very experienced and professional team who thoroughly know the marketplace ,and in addition run some very useful workshops focussing on preparing for sale, the sale process , and the tax implications of the various routes available. I worked very closely with Gwill Evans who helped me navigate to a good deal for my clients, a good deal for me and for the buyer. I would thoroughly recommend Gunner and co and Gwill to anyone seeking to sell their business.

    Christopher Jackson - Jackson Hodge

  • We started working with Gunner & Co. a number of years ahead of our business sale.  I spent a lot of time understanding the market and the ‘players’, Gunner & Co. added depth and detail, introducing me to a number of firms that were new to me that offered possibilities.  Louise was on hand throughout,  giving just the right level of support to move the deal to a positive conclusion.

    Gareth Shaw - Morfitt & Turnbull

  • It has been a pleasure working with Gunner & Co., Josh in particular has worked with the highest levels of professionalism throughout the deal. His role as a mediator and insight on financial services M&A has been invaluable to us.

    Kim Wallace - SKD Financial Services

  • Realising an asset, you have created from scratch over a generation, is something you are only likely to do once and therefore approach with a fair degree of trepidation and naivety. In preparing for the sale of Weston Cummins, we found it invaluable to attend seminars conducted by Gunner and Co. The one thing I learnt about being a businessman is being a realist, and so the guidance offered in modelling the company for sale was invaluable; this process cannot be started early enough. One thing leads to another and when we were ready, we engaged Gwill Evans at Gunner and Co to collate an information memorandum to put out to the market to potential suitors within the strict criteria we had jointly established. Gwill then patiently lead us through a to a number of interested parties until be came down to two companies and finally very happily settled on HFMC.

    Alan Weston - Weston Cummins

  • It was a pleasure to use the services of Gunner and Co and particularly to have the assistance of Gwill. Gwill put us in touch with a number of genuinely interested buyers and helped us find our eventual suiter. We were delighted with our subsequent acquirer, who following completion helped us successfully integrate our clients into their new home. The whole thing worked very well!

    Mark Ireland - Gregory Adam Financial Planning

  • Your patience and understanding over a number of years has, in no small part, brought us to where we are now and I can now look forward to my retirement.

    Tony Tillett - Innovate Financial Solutions

  • We have found your service to be professional throughout. You have carefully explained the options and implications of each potential purchaser and made some quality introductions that has enabled us to secure an excellent offer.

    Steve Tait - Midas Financial Planning

  • I first met Gwill and the team at Gunner & Co. several years ago at one of their events, and over the intervening years we have worked together to define and plan our exit strategy, which we have now successfully executed.  On top of an excellent level of expertise, my colleagues and I found the ongoing support and guidance Gwill provided to be top notch, and the overall service was extremely professional from start to finish.  I felt the options presented to us were well thought out and the party we eventually went with are a great fit for us personally, as well as for our clients, and we are thoroughly pleased with the outcome.  The selling process is much more complex and involved than we had initially expected it to be, and if you are considering what the best plan of action is then I highly recommend that you start with a conversation with Gunner & Co.

    Raymond Pirrie - Rosemount Asset Management Ltd

  • Having held hands with many accountancy clients through their business disposals,  I assumed we would be well placed to go it alone in the sale of our IFA arm.That assumption was misplaced as from the time I took a follow up call from a webinar from Gwill at Gunner & Co. I realised how valuable they were in the process. Not just in terms of sourcing suitable acquirers but they helped clarify the outcome we were seeking and guide us in the selection of Wren Sterling as our perfect match. Thanks Gwill and colleagues. Couldn't have got there without you!

    David Wright - TW Financial Planning

Gunner & Co's Unique Seller Service Proposition.

  • 1. Build your knowledge and objectives.

    Our first step with you will be to build your knowledge of the selling process and develop and define your succession plan objectives.

    This session can include a bespoke market map, to help you understand the right buyer for you, a business valuation and a broad set of objectives covering yourself, your clients and your team.

    1. Sign up to our fortnightly newsletter here.
    2. Register for a Gunner & Co. workshop or webinar.

  • 2. Build your dream team.

    We will help you identify which additional support you will need to deliver the plan. This may include a specialist accountant, due diligence partner or experienced solicitor.

  • 3. Initial Fact Finding.

    Once you have a strong understanding of your objectives, we can work with you to identify the key differentiators in your business to best position it for sale.

    This is a very important step, where we will use our expertise and market knowledge to build a marketing strategy which will deliver on your objectives.

    This will include:

    • Developing market materials signed off by you
    • undertaking detailed and comprehensive research to identify the buyers that are compatible with your profile. We currently work with in excess of 140 credible buyers nationally
    • Initial meeting strategy and execution
    • Shortlisting

    Gunner & Co. have a guide to help prepare for such meetings: Download it here.

  • 4. Offer Qualification and commercial negotiation.

    Once we have shortlisted potential buyers we will manage the offer process. Here you will receive our guidance on structuring the right deal to meet your objectives, which will cover not only the price paid, but many other key deal term factors. Our role here is essential, managing your expectations and the buyers strategy.

  • Deal Management.

    Upon accepting an offer, we will guide you through each step of the deal process itself, including

    • Due diligence
    • Purchase agreements and the legal process
    • Completion
    • Post completion obligations

Recent deals.