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Face-to-Face with Experts and Buyers: Succession Planning Workshop Invitation

Join Gunner & Co.'s free CPD workshop on 6th June to boost business value, hear from buyers, and plan your succession with expert insights in London.


 

Now that the busy tax year-end season is behind you, it's the perfect time for Gunner & Co. to help you take a strategic look at your succession plan.

Gunner & Co. are excited to invite you to join their in-person workshop.

In this 6-hour CPD workshop, industry experts will guide you through essential strategies to increase the overall value of your business and make the acquisition journey as smooth and stress-free as possible. Experts will also share their latest market update. This 10-minute video offers a preview of the insights you can expect on the day.

Whether you’ve already spoken to Gunner & Co. or are just beginning to consider your succession plan, this is a great opportunity to gain the knowledge you need to define your succession plan, meet experts working across all elements of deals, and even meet a few buyers to hear directly from them what they are looking for. If you're curious about what buyers are really looking for now, this video serves as an example.

Adviser 3.0-Gunner-Co-Event-Blog-CISI-2025

The A-Z of Building Value in Your Business and Preparing for Sale

Click here to check the full agenda | Book your place here

Date: 6th June, 10am-4pm

Venue: Eight Moorgate (1 Dysart St, London EC2A 2BX)

Cost: No charge for financial planning business owners

 ‘Without doubt, attending the Gunner & Co. M&A Workshop was the turning point in my quest for answers on how to sell my business.’

— Dermott Griffin, Griffin Independent Financial Advice

Here’s what you’ll gain from attending:

👂 Real Insights from Buyers
Hear directly from buyers and brokers about what they look for in a successful business so that you can position your business to stand out.

Practical Ways to Reduce Risk
Understand how to navigate legal, tax and due diligence hurdles with less stress so that you’re better prepared for a smoother sale.

📈 Strategies to Boost Business Value
Learn what you can do now to make your business more attractive and valuable in the market so that you can maximise your return.

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