The Business of Advice is a new one-day conference hosted by the PFS, which will provide sole traders, owners, directors and senior staff in financial planning firms with best practice and new ideas to run their businesses more efficiently and effectively.

Join Gunner & Co. at the conference, where we’ll be exhibiting and delivering a session: Game-Changing Move – Unlock Top Tips for Selling Your Business, with key points of building your succession strategy.

This interview will talk you through the key points of selling your financial planning business and how you can best prepare for it. From understanding valuation approaches to knowing what makes your business attractive to buyers, it will cover practical steps and common pitfalls—backed by real, first-hand experience. Whether you’re planning a sale soon or just starting to think about it, this conversation will help you navigate the process with greater clarity and confidence.
What you will gain from this session
·        Understand what drives business value and how to make your firm more attractive to the right buyers.
·        Navigate the full sale journey—from preparation and due diligence to deal structuring and life post-sale—with less stress and more confidence.
·        Identify common deal-killers and how to avoid them, while gaining clarity on different valuation methods and buyer expectations.