Preparing Your Business For Sale – The Broker’s Inside Tips
The CISI Podcast27 Kesä 2025

Preparing Your Business For Sale – The Broker’s Inside Tips

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.

Hosted on Acast. See acast.com/privacy for more information.

Jaksot(19)

CISI Compliance Podcast - Episode 3

CISI Compliance Podcast - Episode 3

In this episode of the CISI Compliance Podcast, Catherine Levy, Chair of the CISI Compliance Forum, sits down with Rob Gordon, Partner at RSM UK, and Mark Bailey, Associate Director at RSM UK, for an ...

5 Joulu 202542min

CISI Compliance Podcast - Episode 2

CISI Compliance Podcast - Episode 2

In this episode of the CISI Compliance Podcast, Catherine Levy, Chair of the CISI Compliance Forum, sits down with Rob Gordon, Partner at RSM UK, and Mark Bailey, Associate Director at RSM UK, for an ...

28 Marras 202541min

CISI Compliance Podcast - Episode 1

CISI Compliance Podcast - Episode 1

In this episode of the CISI Compliance Podcast, Catherine Levy, Chair of the CISI Compliance Forum, sits down with Rob Gordon, Partner at RSM UK, and Mark Bailey, Associate Director at RSM UK, for an ...

21 Marras 202538min

Black History Month 2023: Rising through our ‘glass ceiling’

Black History Month 2023: Rising through our ‘glass ceiling’

There are still many people who are unaware of the array of opportunities available to them in the financial services sector, especially those who are underrepresented, including Black women. In this ...

27 Loka 202336min

Customer vulnerability - Regulatory and customer behavioural insights - Part 2

Customer vulnerability - Regulatory and customer behavioural insights - Part 2

This event was provided by the CISI Compliance Forum with guest speakers Dr Christopher Fitch, Research Fellow at the Personal Finance Research Centre (University of Bristol), Vulnerability Lead at th...

7 Elo 202329min

Customer vulnerability - Regulatory and customer behavioural insights - Part 1

Customer vulnerability - Regulatory and customer behavioural insights - Part 1

This event was provided by the CISI Compliance Forum with guest speakers Dr Christopher Fitch, Research Fellow at the Personal Finance Research Centre (University of Bristol), Vulnerability Lead at th...

7 Elo 202331min

Mental health of young men in financial services

Mental health of young men in financial services

This podcast is a discussion about the role that Banter plays in a working environment particularly in the context of young men and their mental health. The moderator and panellists explore the concep...

27 Huhti 202352min

Suosittua kategoriassa Liike-elämä ja talous

sijotuskasti
mimmit-sijoittaa
rss-rahapodi
psykopodiaa-podcast
hyva-paha-johtaminen
rss-oivalluksia-rahasta-elamasta
rss-rahamania
inderespodi
rss-lahtijat
ostan-asuntoja-podcast
rahapuhetta
oppimisen-psykologia
lakicast
rss-bisnesta-bebeja
rss-sisalto-kuntoon
rss-inderes
leadcast
mihin-sita-saastais
rss-rikasta-elamaa
rss-40-ajatusta-aanesta