IFA Business Valuations

Valuing a Business & Deal Structuring

Are you looking to acquire an IFA, financial planning or wealth management company?  Are you confident that your offer gives you the best possible chance of securing the deal whilst ensuring you don’t overpay? Are you happy that the business valuation and structure of your offer protects your business adequately?

Gunner & Co. can provide you with a market-led, indicative IFA business valuations along with guidance on deal structuring, giving you:

  • the tools to assess the value of any financial services business.
  • an understanding of the range of IFA business valuation methodologies applied to IFA, financial planning and asset management businesses.
  • insight into how other buyers structure deals and the valuation approach they apply –essential if you are in a competitive bid situation.

Drop us a note or give us a call to discuss how we can help you: 0117 9325 0650 / info@gunnerandco.com 

Gunner & Co. Completed Deals