The Truth About Selling Your Financial Planning Business – What You Need to Know - with Tom Maddison

Selling your financial planning business is one of the biggest decisions you’ll ever make. It’s not just about numbers—it’s about your clients, your team, and the future of everything you’ve built.In this episode of The Hoxton Life Podcast, I sit down with Tom Maddison, Acquisitions Director at Hoxton Wealth, to talk about:Why more financial planning business owners are selling right nowThe biggest concerns when considering an exit (and how to navigate them)Why private equity-backed consolidators aren’t always the best optionHow Hoxton Wealth is doing things differently—growing from 11 to 50 staff in the UK in just 12 monthsWhat financial planners need to do to prepare for a saleHow we ensure a seamless client and adviser transitionIf you’re a financial planner thinking about your exit strategy, this episode is a must-listen.Listen or watch now on YouTube.Get in touch:Thinking about selling your business? Let’s have a conversation. Reach out to us at Hoxton Wealth or connect with Tom Maddison on LinkedIn.Ready to start your international financial planning career?Hoxton Wealth is looking for ambitious individuals ready to take their careers to the next level. Whether you're interested in international financial planning, compliance, client servicing, or marketing roles within the financial sector, we offer unparalleled opportunities for growth and success.Don’t miss a beat! Subscribe to our YouTube channel to watch full podcast episodes featuring insights from those that work for Hoxton and some of our special guests and partners. Stay connected by following us on Instagram, Facebook, LinkedIn, and X for more exclusive content.Curious about our career opportunities? Visit our website to explore open positions and learn more about joining the Hoxton Wealth team. Your journey in international financial planning starts here!For sponsorships, partnerships, or media inquiries, reach out to us