ValidPath launches 'turnkey succession solution' for IFAs

'Independence is everything'

Tom Ellis
clock • 2 min read

Advice network ValidPath has launched what it calls a "complete solution" for IFAs to access liquidity and retire on their own terms.

The firm said that, against the backdrop of a "private equity-fuelled acquisition frenzy", it was necessary to support retiring IFAs who value their independence.  The solution helps retiring IFAs to access liquidity and retire "on their own terms" while also offering the next generation the opportunity to become "successor managers" and business owners. The succession programme can be accessed by single or multi-adviser firms, as well as appointed representatives or directly authorised businesses. ValidPath will manage "the entire process from feasibility to due diligence, valuation ...

To continue reading this article...

Join Professional Adviser for free

  • Unlimited access to real-time news, industry insights and market intelligence
  • Stay ahead of the curve with spotlights on emerging trends and technologies
  • Receive breaking news stories straight to your inbox in the daily newsletters
  • Make smart business decisions with the latest developments in regulation, investing retirement and protection
  • Members-only access to the editor’s weekly Friday commentary
  • Be the first to hear about our events and awards programmes

Join

 

Already a Professional Adviser member?

Login

More on Your Business

All the advice firm acquisitions that have taken place in 2025

All the advice firm acquisitions that have taken place in 2025

Keeping track of the ongoing consolidation of the advice industry

Professional Adviser
clock 03 July 2025 • 2 min read
Brooks Macdonald launches financial planning brand Brooks Financial

Brooks Macdonald launches financial planning brand Brooks Financial

Follows Lift, Lucas Fettes and CST acquisitions

Jen Frost
clock 01 July 2025 • 2 min read
Legal insight: Workplace discrimination and dispute resolution

Legal insight: Workplace discrimination and dispute resolution

'In my view, litigation is and should always be a last resort'

Karen Jackson
clock 27 June 2025 • 4 min read