Selling Your 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.

  • We’ve had a long relationship with Gunner & Co. which has resulted in a number of successful transactions. We’ve particularly appreciated how they understand our business and use this to bring opportunities which aligns the needs of both the buyer and the seller.

    Gordon Kerr - Ascot Lloyd

  • Gunner & Co. sourced the second acquisition for Lumin Wealth with the introduction of Everett Macleod which was a perfect fit for the types of businesses Lumin is interested in working with. Throughout the process the team at Gunner were extensively involved, so much so that we managed to complete the transaction within 3 months of the first meeting which is a testament to the assistance they provided throughout. I would recommend Gunner & Co to all prospective vendors.

    John Cusins - Lumin Wealth

  • Having had a very poor experience with another broker previously I found Gunner and Co. to be everything I feel I needed. Gwill Evans in Bristol was my contact from start to finish, providing answers to my questions and to many more I didn’t realise I needed to ask! Gwill demonstrated an excellent understanding of the market from both a seller and buyer perspective. He helped the negotiating process in the most professional way and was always available to provide updates, information and reassurance

    Mark Dyer - Wescliff Financial Services

  • When I put my business up for sale I was recommended to Gunner & Co. The broker who looked after me was Gwill Evans, he was very helpful and professional in finding a buyer who was interested in a specialist client bank like mine. This process took some time but Gwill was patient, tenuous and always helpful, until the right company was found. The outcome of this sale/ purchase has been great , not only for me as an existing I.F.A. but for my clients. The company recommended to me by Gwill have been very flexible and a pleasure to work with during the hand-over period. I would certainly recommend Gunner & Co. to my fellow IFAs.

    Roger Holloway -JB Financial Services

  • Thank you for all your help in securing me a great deal. I certainly consider myself very fortunate and so pleased to have had your/your teams assistance in selling my financial planning firm.

    Mike Macloed - Everett Macleod

  • Gwill painstakingly and patiently discussed my requirements and concerns. Throughout the whole process, Gwill proved to be totally indispensable.

    Dermot Griffin-Griffin Independent Financial Advice

  • Extremely impressed with the service provided by Gunner & Co. The team were very attentive, responded to questions quickly and dealt with any potential problems with great care.

    John Roberts - Gilmour Hamilton

  • 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

  • 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

  • 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

  • We’ve had a long relationship with Gunner & Co. which has resulted in a number of successful transactions. We’ve particularly appreciated how they understand our business and use this to bring opportunities which aligns the needs of both the buyer and the seller.

    Gordon Kerr - Ascot Lloyd

  • Gunner & Co. sourced the second acquisition for Lumin Wealth with the introduction of Everett Macleod which was a perfect fit for the types of businesses Lumin is interested in working with. Throughout the process the team at Gunner were extensively involved, so much so that we managed to complete the transaction within 3 months of the first meeting which is a testament to the assistance they provided throughout. I would recommend Gunner & Co to all prospective vendors.

    John Cusins - Lumin Wealth

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 excepting 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.