Gunner & Co.

One of the common questions that we get asked frequently is - What should I consider when approaching a sale if I have compliance issues? Here's our brief answer: https://lnkd.in/eMnwjBb7 To understand more about the sale process, book a free consultation with us: https://lnkd.in/eD7ZzTjp

Day 12 of the Adviser 3.0 advent calendar, and today it's Louise Jeffreys! ❄️ In this webinar, Louise provides valuable insights into the key strategies to prepare for a business sale, ensuring you maximise the value of your exit and smoothly transition to the next phase of your life. Whether you're planning to sell your company in the next 2, 10 or even 20 years, this webinar is a crucial watch for any financial planning business owner 🚀 Watch the replay: https://lnkd.in/gBTbqzBb #financialplanning #adviser3point0 #financialadvisers Gunner & Co.

Gunner & Co. is here to help you sell your business with ease. Our brokerage team has over 10 years of M&A experience working with financial planning businesses. We’ve created an ebook to guide you through the process. It covers everything from A to Z about selling your firm. You’ll find specific advice to help you achieve the best price with minimal hassle. Download the ebook here: https://lnkd.in/efPXUC3y

I’m pleased to announce that I’ve been invited to join the FT Adviser Editorial Panel! Thank you to Simoney Kyriakou for inviting me to this opportunity—I'm truly honoured to be part of this group.   I look forward to contributing my perspectives on key issues in the IFA M&A market, and hope we can all have meaningful conversations with impactful insights, and help advisers to make informed decisions.

One of the common questions that we get asked frequently is - What changes can my clients expect post sale? Here's our brief answer: https://lnkd.in/eMQbCUij To understand more about the sale process, book a free consultation with us: https://lnkd.in/eD7ZzTjp

The adjustments to employer national insurance contributions announced in the 2024 Autumn Budget have raised concerns across various sectors. What exactly is the impact of employer NICs hike on M&A market? Our Managing Director Louise Jeffreys provided her analysis on the potential influences. Read the full story at FT Adviser: https://lnkd.in/e2EHQNzZ

We would like to share a quick video that answer the question - Is a national consolidator the only option for your business sale? This 8- min video talks abourt what the IFA buyer market look like at this point. These updates provide valuable perspectives on trends and opportunities that could influence your business sale decisions. Watch the video here: https://lnkd.in/gczSyFNp

One of the common questions that we get asked frequently is - Do IFA buyers place any value on non-recurring income?   Here's our brief answer: https://lnkd.in/e-tm36xe To know more about the valuation of your business, book a free consultation with us: https://lnkd.in/eD7ZzTjp

What are the changes on the Business Asset Disposal Relief according to the Autumn Budget? How it will affect your business sales? Get the insights here: https://lnkd.in/ee3r4Td9

In recent years, the options for Independent Financial Advisors looking to sell their businesses have expanded significantly. Previously, large national consolidators were often the only option for IFAs considering a sale. While these national firms are still active, the marketplace now includes a variety of buyers, allowing sellers to choose the best fit for their goals. If you want to understand your sale options and what the timeframes around a sale are, especially against the increasing rate for BADR, listen to the opinion fron our head of brokerage Gwillym Evans here: https://lnkd.in/gczSyFNp