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Strategies for a Successful Business Exit RECAP

By Gunner & Co. 07 Feb 2024
2 min read

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.

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Timeline investing and platform services are provided by Timeline Portfolios Limited (No. 11557205), which is authorised and regulated by the Financial Conduct Authority (FRN: 840807). Timeline planning software and tools are provided by Timelineapp Tech Limited (No. 11405676) and are not regulated by the Financial Conduct Authority. Both companies are registered in England and Wales with their registered office at 70 Gracechurch Street, London, EC3V 0HR.

Past performance is no guarantee of future return. The value of investments and the income from them can go down as well as up. You may get back less than you invest. Transaction costs, taxes and inflation reduce investment returns.