Rimbal, the financial services and technology group, has supported the launch of the ValidPath Client Buyout (CBO) Programme, a new initiative designed to support the growth and succession objectives of independent financial advisers across the UK.
The CBO Programme, expands the ValidPath Business Growth and Succession Planning (BGSP) proposition, which was recognised with the Best Business Growth and Succession Planning for Advisers award in 2024 and demonstrates how Rimbal’s proprietary technology and operational infrastructure continue to redefine succession for the independent advice market.
Built using Rimbal’s ‘NMP’ system, the CBO Programme provides a turnkey, fully independent and funded solution for adviser-led acquisitions. It facilitates transactions between retiring advisers seeking to sell their client books (“sellers”) and active advisers looking to grow through acquisition (“buyers”), offering a seamless, technology-enabled process from matching to completion.
Through Rimbal’s data-driven system, ValidPath can manage feasibility analysis, matchmaking, valuation, diligence, financing, completion, and client transition — automating many of the manual workflows that traditionally made adviser M&A complex and resource-intensive.
Angus MacNee, CEO of Rimbal, said:
“The CBO Programme is a perfect example of how Rimbal’s technology is being used to create meaningful, practical solutions for independent advisers. It combines the best of our digital infrastructure with ValidPath’s deep understanding of adviser needs, giving firms the tools to grow, evolve and transition sustainably.”
Since launch, over 60 advisers have registered to participate, representing billions in funds under management, and multiple transactions have already been successfully completed. The CBO Programme has supported internal successions and acquisitions ranging from £20 million to over £1 billion in assets, enabling advisers to grow their businesses while preserving independence and client trust.
The launch of the CBO Programme represents a major step forward in how Rimbal technology supports the financial advice sector, powering secure, compliant, and scalable solutions that enable advisers to plan succession, grow strategically, and continue delivering exceptional client outcomes.
