Adviser 3.0

Strategies for a Successful Business Exit RECAP

Written by Gunner & Co. | Feb 7, 2024 7:57:56 AM

Unlocking the Secrets of a Profitable Business Exit!

A successful business exit is a complex and strategic process that requires careful planning and execution. Louise will provide 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.

Join Louise on essential tactics and considerations for financial planning business owners, planning to sell their companies (be that in 2 years or 10 years).  Watch the recap below:

 

 

Louise Jeffreys

Louise founded Gunner & Co. in 2014, after a decade of general management roles internationally. At that time, the M&A market was just taking shape, and Louise could see an opportunity to build a service for retiring IFAs to truly be a partner in the succession planning process.

Louise runs the business day to day, with a particular focus on delivering insight and guidance to buyers and sellers through workshops, webinars and online guides. Louise also leads Gunner & Co.’s philanthropic activities, including being a trustee of one of our two chosen charities, Do Slumthing. With almost a decade of brokerage and consultancy experience, there isn’t a deal shape Louise hasn’t seen, and is on speed dial for many prominent players across the press and market.