Sell your IFA business or practice with our award-winning Succession Solution

The ValidPath Succession Solution is the Alternative to Consolidation. It comprises the:

• Business Buyout: Supporting larger firms with Successor Managers to unlock liquidity and create value
• Client Buyout: Supporting retiring advisers to sell their client-book to those seeking to grow via acquisition
• Growth Programme: Supporting firms with succession planning and unlocking growth and value for a future exit

The ValidPath Succession Solution is the Alternative to Consolidation. It is a turn-key solution that supports the entire process from feasibility to valuation to transaction, and then financing and ongoing deal administration. The ValidPath Succession Solution is 100% independent, and there is no requirement to move clients to a particular platform or CIP.

We can support a wide range of business circumstances that include:

• Single or multi-adviser firms seeking an exit
• Multi-adviser firm supporting internal succession
• Firm or advisers seeking to sell their client book
• Firms or advisers seeking to grow through client acquisition
• Silent partner shareholder seeking a return
• Firm/IFA seeking growth to maximise their exit value

Yes. We are committed to preserving independence and supporting independent financial advice. Firms and advisers can continue to support their clients their way and in their best interest with minimal disruption or distraction. There is no requirement to move clients to a particular platform or CIP.

For larger, typically multi-adviser firms participating in the Business Buyout programme, valuation is determined by underlying profitability taking into account the historic and projected growth, characteristics of the business and market conditions. For single-adviser firms or where the principal adviser is seeking to sell and exit, valuation can be determined by the recurring revenue of the firm with consideration of the client-book (e.g. age profile).

No. For sellers looking to retire, this can be accommodated via our Business Buyout and Client Buyout programmes on the basis there is an identified Successor Manager or buyer.

The payment profile will vary to reflect the deal structure and the requirements of the seller, however, it will typically see the majority of total consideration paid within 12 to 24 months with additional upside available in certain scenarios including retained equity.

Yes. For advisers selling via the Business Buyout, we can facilitate a retirement timeframe that works for you while supporting the overall objectives of the transaction.

Yes. The Growth Programme is designed to help those aiming to maximise business value in preparation for a future exit. We offer a range of growth initiatives, including strategic client acquisition, adviser recruitment, succession planning, operational optimisation, technology integration, and business development support. Our dedicated team will work with you to develop a tailored growth plan and support its delivery, providing expert guidance and resources throughout your journey.

The Client Buyout Programme facilitates retiring advisers to sell their client-book to ValidPath Members seeking to grow their business via client-book acquisition. ValidPath fosters and supports a marketplace of willing buyers and sellers, and manages and supports the entire process from feasibility to valuation, diligence to transaction, and then arranging financing and providing ongoing monitoring.