Sell your IFA business with ValidPath

Sell your business

Plan for your exit, access liquidity and unlock value

The ValidPath Business Buyout and Growth Programme enables you to retire on your terms, achieve a capital event, support clients in their best interest and transition ownership to the next generation of advisers.

Whether you are ready to retire now or wanting to plan for an exit later, ValidPath can support you to achieve your succession objectives.

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Ready to sell now

If you are looking to exit within the next 12 months, we can facilitate the sale of your business to achieve a capital event.

Planning to exit later

If you are looking to plan for your retirement, we can support you through the entire succession planning process.

Seeking to build value

If you are looking to go on a growth journey and create value, we can support you over a three to five year plan to maximise business value.

Seeking to unlock liquidity

If you are looking to unlock liquidity or support internal succession, we can help you to implement an internal succession plan.

Sell your business and secure your future and retirement

I am ready to sell my business now

Sell your business and secure your future and retirement

Our Business Buyout solution facilitates the sale and purchase of your business so you can achieve a capital event and retire on your terms while empowering the next generation of financial advisers to grow as business owners.

Selling made simple

We manage the entire process from feasibility to valuation to transaction, and then financing and ongoing admin.

Exit on your terms

Exit and retire on your own timeframe and after executing a smooth transition plan for your business and clients.

Achieve a capital event

We facilitate a market-aligned ‘capital event’ based on the profitability of the firm.

Retain independence

Firms can continue to support their clients their way and in their best interest with minimal disruption.

Transition to growth, unlock liquidity, and create value

I want to grow my business and/or plan for my exit later

Transition to growth, unlock liquidity, and create value

For business owners who want to transition to growth and plan for their eventual exit, our Business Growth Programme can support you through the entire process to develop and then implement a tailored succession plan to create value. The best time to start planning is now, and hundreds of business owners believe ValidPath provides the best proposition for their businesses to operate, thrive and achieve their growth, succession and exit objectives.

Growth & exit planning

We provide the regulatory and business infrastructure, and support the entire process from growth and succession planning to business exit and financing.

Expert guidance & support

Our expert team will guide you through the process and work with you to design and implement your tailored growth and succession plan.

Sell FAQs

How can we help?

We answer your questions about how ValidPath can support you to sell your IFA business.

What is the ValidPath 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

Why is the ValidPath Succession Solution unique?

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.

What type of businesses can you support via the succession solution?

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

Is the succession solution 100% independent?

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.

How do you determine the value of my business?

For 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.

Do sellers need to continue within the business post-sale?

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

What is a typical payment profile for the seller?

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.

As a seller, can I remain involved in the business post-sale?

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.

I’m not ready to retire. Can you help me grow my business and build value for a future sale?

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.

Execute your succession or growth plan with full support

Plan for your exit, access liquidity and unlock value

Five steps to consider when selling your IFA business

Sell your business and secure your future and retirement

Transition to growth, unlock liquidity, and create value

How can we help?

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Hear about the ValidPath Succession Solution