Blog - May 2022

  • Succession planning in the advice profession

    Posted on Sunday, May 8, 2022 by Lewis Greene1 comment

    Gunner & Co., the UK’s leading M&A brokerage and consultancy business has found that 60% of financial planning firm owners they surveyed are looking to exit the industry in the next 3 years. This was just one of the highlights from their annual survey exploring succession planning in the advice profession. This comes at a time where business valuations have jumped considerably, with businesses ...