In this insightful episode, we’re joined by Louise Jeffreys, Managing Director of Gunner & Co, one of the UK’s leading M&A consultancies specialising in the financial planning and wealth management sector. Louise shares her expert advice on how to prepare your business for sale — from getting your financials in order to understanding what buyers are really looking for.
She also offers a rare glimpse behind the scenes with practical tips brokers use to maximise value and attract the right buyers. Whether you're considering a sale in the near future or simply want to future-proof your business, this conversation is packed with actionable insights and real-world examples.
Tune in for a candid discussion on valuations, deal structures, cultural fit, and how to position your firm for long-term success — straight from one of the industry's most trusted voices.
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