Succession planning and sale support for retiring IFAs. Retire with confidence.
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
When the time has come to retire, working with Gunner & Co. will help you get the best deal for you, your clients, and your team. Our knowledge of the buyer market and our proven track record of matching your objectives with appropriate buyers can help realise your business’ potential.
We’ve got a reputation for high-quality service and reliable results with all our deals including retiring IFAs, and have a practical understanding of the intricacies and value of IFA businesses. We apply our expertise to your IFA sales process, ensuring you get a deal that meets your objectives. Our team will work with you through every step of the deal, ensuring you are well prepared and supported in this once in a lifetime project.
Achieving the right deal starts with an understanding of your business’ worth. We have worked on many deals, enabling us to understand how different buyers could approach the valuation process. We help you realise the true value of your IFA business so you retire comfortably.
Careful preparation for succession planning ensures a smooth sales process for your IFA business. We work alongside you in the run up to the business sale to help you achieve the maximum value your objectives, ensuring you can relax into your retirement knowing your IFA business is in safe hands.
You will only sell your business once. Make sure you get the best deal with our professional IFA brokering service, built on the foundations of our experience and deep market insight, with access to 150+ buyers we cover all exit scenarios allowing us to match you with the right buyer and objective.
We never share your confidential details without consent. We will share and sign off each step of the process with you, ensuring a fully collaborative approach. All this means you can feel safe in the knowledge that the details of your business and deal are protected.
We understand the sensitivity of selling your business, especially in the financial services industry. We keep your details protected, and act independently without prioritising one buyer over another so you get the best deal for your business.
The best M&A process for selling or buying an IFA business involves a good understanding of M&A itself. We help to fill out the gaps in your knowledge, using our vast experience and range of tools, guidance, and resources to help you make the right, informed decision for you and your business.
We will never cold call or pressure and scaremonger you into action. Almost all of our clients come from recommendations. Our mantra is “your timeframe is our timeframe”, so you can be sure you will be in the driving seat the entire time.