Client-book acquisition

Growth via client-book acquisition

Access our award-winning Client Buyout Programme

For IFA firms seeking to grow, our Client Buyout Programme can enable you to acquire a client-book from a retiring adviser and supports you every step of the way from feasibility and valuation to due diligence, transaction, financing, and ongoing deal administration. Retain 100% ownership of your business, and benefit directly from future growth and value creation.

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Access seller marketplace

Connect with independent sellers via our marketplace and find the match for you and your business.

Retain 100% ownership

Retain 100% ownership of your business, and benefit directly from future growth and value creation.

Benefit from full support

ValidPath supports the transaction process, from feasibility to valuation, due diligence, financing, and ongoing deal support.

Access acquisition financing

ValidPath can provide access to a financing package with pre-agreed terms and borrower and lending requirements.

Looking to sell your IFA practice or client-book?

If you're looking to sell your client book now or in the future, our CBO Programme offers an alternative to consolidation, putting both you and your clients first. You will receive expert support and guidance throughout the entire process, ensuring a smooth and secure transition for all parties involved.

Learn more on our dedicated CBO Seller page

Benefits

Comprehensive transaction and transition support

You will have access to dedicated support throughout the transaction process from our experienced M&A and CBO team.

Strategic business planning

From business planning to ensuring you have the capacity and resources to acquire and onboard new clients, we work with you for success.

Sourcing Acquisitions

Access a marketplace of willing sellers or a framework to support you self-source suitable acquisition opportunities.

Templated transaction process

Participants have access to templated transaction, security and loan documentation reducing costs and complexity.

Expert guidance and support

We can support the entire process, from feasibility to valuation, diligence to transaction, financing and ongoing deal administration

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FAQs

How can we help?

We answer your questions about how ValidPath can support you to grow through client-book acquisition.

How can ValidPath help me grow through client-book acquisition?

Join ValidPath! We can work with you to identify opportunities that align with your business growth objectives.

If I have already identified a client-book, what support is available?

Yes, we are supportive of growth. When opportunities are identified outside of ValidPath’s Marketplace, we provide a structured framework to help Members assess feasibility and conduct due diligence before committing to and onboarding a client-book.

I’m interested in acquiring a client-book but need to build capacity. Can you help?

Yes. We can support firms seeking to recruit new advisers with templates, CAS induction programme and other recruitment-related services.

Can ValidPath provide financing to help me fund the acquisition?

Yes. ValidPath can provide access to a financing package and lending panel with pre-agreed borrower and lending requirements. Access to finance will be subject to credit approval.

Who can utilise the ValidPath CBO Programme to support a client-book acquisition?

To acquire a client-book, the ValidPath CBO Programme is available to ValidPath Members.

What are the qualifying requirements of the ValidPath CBO Programme?

To participate as a Buyer in the ValidPath CBO Programme, you will need to be a Member of ValidPath. To access financing and the Seller marketplace, buyers will be subject to qualification requirements with respect to track-record, performance, compliance history, etc.

Testimonials

Hear about the ValidPath CBO Programme

As an IFA, my passion has always been about supporting more people on their financial journey. Growing my business through client book acquisitions enables me to extend that support to more individuals and families, while remaining true to my values of independence and personalised service. The ValidPath CBO Programme gives me the tools and confidence to do just that and focus on what really matters: looking after clients.

David Ruler

David Ruler Financial Planning

Through the ValidPath Client Buyout Programme I was introduced to a seller whose values align with mine; it’s rare to meet someone so likeminded! Our shared commitment to independent advice made the idea of a client buyout feel like a natural progression, and I’m pleased to be able to support these new clients with continuity of service and continued access to independent financial advice.

Angus Bunten

The Ailsa Partnership

Grow your business via client-book acquisition with full support

Access our award-winning Client Buyout Programme

Looking to sell your IFA practice or client-book?

Comprehensive transaction and transition support

Go beyond client-book acquisition,
explore the full range of benefits

How can we help?

Winner of best business growth and succession planning

Hear about the ValidPath CBO Programme

Grow your business via client-book acquisition with full support

Access our award-winning Client Buyout Programme

Looking to sell your IFA practice or client-book?

Comprehensive transaction and transition support

Go beyond client-book acquisition,explore the full range of benefits

How can we help?

Winner of best business growth and succession planning

Hear about the ValidPath CBO Programme

Go beyond client-book acquisition,
explore the full range of benefits