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Succession planning

Plan your future on your terms, backed by expert support.

With our unique succession solution, we help you achieve a smooth transition, whether you're planning to retire or sell your IFA business.
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Business growth and succession solutions

Business growth and succession solutions

Thinking about business growth, retirement, or succession planning? Whether you're ready to exit now or planning for the future, our tailored succession solutions provide an alternative to consolidation that puts you and your business first.
Achieve a capital event
Achieve a market-aligned capital event with payments over 24 to 36 months.
Retire on your terms
Retire on your terms after a successful transition or continue in the business.
Maintain your independence
Preserve your business’s independence and continue supporting your clients in their best interest.
Minimise disruption
Transition regulatory and operational responsibilities with minimal disruption for your clients and team.
Empower the next generation
Transition ownership to the next generation of financial advisers.

Tailored support for your succession journey

Whether you're ready to exit or planning for the future, ValidPath is here to guide you through the entire process, from feasibility to diligence, valuation to transaction, financing, and all ongoing deal administration.
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Feasibility
We assess transaction feasibility, financing, and vendor objectives.
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Commercial terms
We guide you through agreeing on commercial terms and securing next steps.
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Due diligence
We handle all regulatory, operational, and business due diligence.
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Transaction documentation
Legal documentation is agreed and executed for business acquisition and ongoing operations.
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Transition arrangements
We implement arrangements for business, adviser, and client transitions, including regulatory responsibilities.
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Business-as-usual
Execute a business plan with the successor manager, ensuring continuity.
Tailored exit and succession solutions

Tailored exit and succession solutions

Ready to exit now?
We facilitate the sale and purchase of your IFA business, managing everything from feasibility to transaction and all ongoing deal administration.
Time to plan for your exit?
We’ll guide you every step of the way, helping you create a succession plan that works for you and supports a suitable successor.
Want to maximise value before your exit?
We help you streamline your business and maximise its growth potential, setting up a structure that rewards you.
Awarded best in industry for IFA succession

Awarded best in industry for IFA succession

Our succession solution received the FT Adviser Award for Best Business Growth and Succession Planning Solution for Advisers.
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What our clients are saying

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Go beyond succession planning,
explore the full range of benefits

View our full range of benefits designed to help you and your business thrive.