ValidPath’s Post

We’re thrilled that ValidPath has received the FT Adviser Award for Best Business Growth and Succession Planning Solution for Advisers! This achievement emphasises the importance of independent advice, and supporting advisers to achieve their growth and succession objectives. Indeed, the ValidPath Succession Solution was developed to be the alternative to consolidation and enable IFAs to exit and retire on their terms while supporting the next generation of advisers to become, and grow as, business owners. A huge thank you to our Members, and everyone that has supported us along the way. Read more about our Succession Solution here: https://lnkd.in/e39f2TiB If you’re looking to start succession planning or kickstart your business growth, get in touch with Tim Clark or Barry Sexton today to learn more about how ValidPath can support you. #AlternativetoConsolidation #SuccessionPlanning #IndependentAdvice

“The sale of your company is more than just a financial transaction. It’s an emotional experience.” - Kelly Finnell, Executive Financial Services, Inc. President Our team at ExecFin helps owners maximize values: getting a fair price for their business, yes, but also ensuring employee protection, legacy preservation, and continued, quality service to valued customers. Follow the link to learn more about whether an ESOP (employee-owned) structure is right for you, your business, and your team: https://lnkd.in/eFYUgA95. #ESOP #CEOs #CEO #boardofdirectors #familybusiness #legacy #purpose #succession #successionplanning

Fast, Transparent, Reliable – Your Success is Our Priority! At Expansion Capital Group, we understand that time is money for small businesses. That’s why we combine a thorough yet seamless review process with a commitment to fast funding. One of our recent 5-star Trustpilot reviews says it best. We pride ourselves on delivering the clarity you need and the speed you expect, so you can focus on what matters most: growing your business. Looking to take the next step? Let us help you achieve continued success with funding tailored to your needs. Learn more about our seamless review process and fast funding at ecg.com. #SmallBusinessSupport #FastFunding #Transparency #SuccessWithECG #ECG #LetsGetGrowing #ExpansionCapitalGroup

Most importantly for older business owners

The partners at Pilot Financial were recently presented with a choice. They could follow their former broker-dealer affiliate over to Osaic, or they could go somewhere else. They chose LPL Financial. With comments from: Gregory Smith, CRPC® and Christopher Roney, partners at Pilot Financial; Philip Waxelbaum, the founder of Masada Consulting; Greg Cornick, the president of advice and wealth management at Osaic. #financialplanning #M&A #consolidation

Not all acquirers are the same!   There are acquisition options that are not predicated on fee rises. At Loyal North Plc, our objective is continuity for clients, and that includes client fee structures.    If you would like to have a confidential conversation with a non-PE/provider backed acquirer about capitalising your financial planning business, then please contact Debbie Dry or Wes Nixon FPFS FCII.    #financialplanning #wealthmanagement #adviceconsolidation

Onboarding and self-directing your investments is easy with STRATA. Get started today, and more importantly, finish in just a few minutes: https://hubs.li/Q02WjHLJ0 #NovemberGoals #STRATA #investmentonboarding

It has now been widely reported that Pluralsight, burdened by underperformance and its unhedged rising #interestcosts, had its equity value marked to zero by its sponsor, Vista Equity Partners. The acquisition was funded with over $1.5 billion of debt, financed by #privatecredit lenders led by Blue Owl Capital. KBRA has been monitoring Pluralsight's #creditjourney for several quarters, because both its debt and/or equity values are present across 20 KBRA-rated transactions. View the free comment available here: https://lnkd.in/eNDAGKMZ | #corporates #impact #bigbusiness

“Most don’t want to exit immediately, but they have a date in mind.” – Sam White With the fast-paced nature of the broking industry, it’s often challenging for business owners to look to their future and think about how or when they want to exit their businesses. LMG’s Succession initiative, led by Ashley Ross, ensures that LMG businesses are prepared for whatever the future holds. It’s a program that offers brokers comprehensive business sale support and succession planning, helping brokers map out their exit strategy with confidence. Whether you’re looking to buy or sell a book, or simply want to ensure your systems and procedures in place are future-ready, click here: https://hubs.li/Q02RBYH80 #betterbeginshere

Happy Monday everyone! "In the world of business, partnerships are the cornerstone of success. When two entities come together and complement each other's strengths, the possibilities are limitless. Here's to our unbeatable partnership, where we stand strong, unstoppable as we navigate the journey ahead. #StatewideCDC #SBA504Loans #BusinessExpansion #GreatPartnership #QuickTurnaround #FinancePartners #CommercialRealEstate #ThePowerOfPartnership #SmallBusinessSupport #FinancialOpportunities #504 #FinancialSupport #CommercialRealEstate #Quickloans #SBA504experts #EfficientApprovalTimes #ExpertiseUnleashed #FastSBA504Loans #BusinessOpportunities #DreamBig #EntrepreneurLife #FinancialBoost #GrowAndThrive