73% of IFA business owners have a succession plan, and over half (51%) want to exit within the next two years.

If you’re among that 51%, do you think you know enough to enter this market to compete successfully against other firms also looking to sell?

Having a plan is good, but not good enough – in today’s market. You need a strategy that’s informed, realistic, and aligned with what buyers are truly looking for

In this CISI webinar, We will guide you through how to build a succession strategy with a real story of a business owner who successfully navigated the exit process, showing how clear goals, smart preparation, and expert support made all the difference.

Here’s what you get from this webinar.

1. A clear view of what your business is worth and how to increase its value

Understand the key drivers of valuation, what buyers are really looking for, and what steps you can take to improve your position, whether you’re preparing for an exit soon or laying the groundwork for the future.

2. A practical framework for navigating the deal journey

You will understand what will happen throughout the full process – from the first conversations to completion, and how an experienced broker like Gunner & Co. can guide, negotiate, and keep the deal on track every step of the way.

3. Insight into your succession options and today’s marketplace

You will explore the different succession options available to you, and gain insight into the current buyer landscape and emerging market trends, with the latest market data.

Join us here