Experts in defining and delivering business sale plans for financial planners and IFAs.
Our success is
your success.
With over 20 years of financial planning and financial advice industry experience, our specialist team have worked on all types of transactions, from small IFA firms looking to retire to large multi office national businesses.
As your trusted partner, Gunner & Co. enable you to unlock value and accomplish your objectives.
Seller Services.
We are your valued partner for succession planning in the IFA and financial planning sector. Our proven track record in delivering deals nationally and our high-quality reputation for setting the professional standard in M&A brokerage will ensure you are fully prepared when the times comes to sell your business.
Our services for sellers.
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Selling your business.
You will only sell your business once. Our approach is founded on experience and deep market insight, you can trust us to reach your goals.
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Valuing your business.
Whatever your timeframe, knowing how to increase the value of your business ahead of an eventual sale will make a substantial difference.
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Prepare your business for sale.
Selling a financial services business requires careful planning. Our team of experienced professionals will work with you to ensure a successful transition.
Why clients recommend us.
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. are the best IFA broker by far. My experience in selling my IFA Practice with the help of Gunner & Co. has been second to none. Louise was kind enough to meet me face to face in London twice when I had started to think about succession including personally meeting my wife which helped put her mind at ease. I approached Josh from Gunner’s and told him about my requirements for the type of buyer I now wanted to engage with. Josh carefully took my needs and preferences into account and in very short order introduced me to six high quality firms who were interested in meeting with me. All the meetings were arranged seamlessly with Josh attending the initial meetings for support and I ultimately progressed with Skerritt’s who not only ticked all my boxes but moved the quickest to progress matters. I am pleased to say that we completed the sale to Skerritt’s at the end of November following a much shorter 9-month total timescale than my first experience. Having dealt with all the main UK IFA Brokers I found Gunner’s to be outstanding and I have no hesitation in recommending Louise and Josh as your first port of call if you are considering your options for your firm.
John Chadwick - Chadwicks IFA
Buyer Services.
Gunner & Co. have a proven track record of delivering deals for major acquirers – our win-rate is the highest in the market due to the unwavering focus on quality opportunities. We take a lead role in the deal team, from preparatory stages to completion, giving you the additional resource to complete more, better quality deals.
Insights from Gunner & Co.
Our Insight Hub supplements our face to face support, giving you an understanding of the core elements to plan a sale.