AboutTermsPrivacyContact
 
Updating
The CISI Podcast

The CISI Podcast

Released: 2025-06-27
© All rights reserved.
The CISI Podcast - QR Code
16 Episodes
Audio
Listen on Apple Podcasts
16 Episodes
Audio
Listen on Apple Podcasts
Released: 2025-06-27
© All rights reserved.
Most Recent Episode
Preparing Your Business For Sale – The Broker’s Inside Tips

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 p
Time: 47:47
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.
Episode ID: 1000714794007
GUID: 685a80aa7cd58072a5ef71b2
Release Date: 27/06/2025, 14:30:00

Description

The Chartered Institute of Securities and Investments (CISI) is the professional body of choice for professionals in capital markets, corporate finance, compliance, risk, financial planning, Islamic finance, operations and wealth management in the UK and in a growing number of major financial centres globally. Formed in 1992 by London Stock Exchange practitioners, the CISI has a global community of more than 40,000 members in 116 countries.Exploring a wide range of topics, this new podcast from the CISI will feature experts discussing matters from mental health to AI and how they apply to the financial services profession. Hosted on Acast. See acast.com/privacy for more information.

Apple Podcasts: Customer Reviews

No Entry