WATCH NOW – Preparing for Due Diligence in IFA Sale

  • Overview: Preparing for due diligence is essential to making the acquisition journey as smooth and stress free as possible, and starting the preparation as early as possible can save a lot of pain at a later date. We will share with you what and how to prepare for a successful due diligence process in IFA sale.


Market Overview

A brief overview of the market and the trends we are currently seeing.

Preparing for Due Diligence

Understanding the areas a buyer will be analysing, the common hurdles and how to overcome them.

Speaker - Mel Holman

Q&A: Ask the experts

An open mic session to delve into the themes and subjects that matter most to you.


Louise Jeffreys
Managing Director of Gunner & Co.
Mel Holman
Managing Director of CATS

Gunner & Co. specialise in IFA sales, IFA business sales, retiring IFAs and IFA client bank sales.

Gunner & Co. is offering a free market overview to help you gain a deeper insight into business trends and valuations. If you are looking to sell your business, book your confidential 45 minute phone call here.