ValidPath launches client buyout programme for retiring IFAs

Designed to help with a ‘comprehensive succession and acquisition solution’

Isabel Baxter
clock • 4 min read

Advice network ValidPath has launched a client buyout (CBO) programme, a “comprehensive” succession and acquisition solution designed to help advisers exit and retire.

Launched today (2 July), the programme was developed as a "turn-key" and independent solution to help retiring advisers achieve a capital event and allow younger advisers to grow via client-book acquisition. Buyers are ValidPath members, while sellers can be any adviser - whether a registered individual, appointed representative, or directly authorised. Through the programme, buyers gain the opportunity to acquire and service a seller's client base, while retaining 100% ownership of their business. They commit to a five-year plan that underpins the acquisition financing and can access...

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