))
#102 - Not All Buyers are Right for Every Seller w/ Jake Jensen & Kevin Callister
Manage episode 459814722 series 3442488
Content provided by Lindsay & Carey Wallace and Carey Wallace. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Lindsay & Carey Wallace and Carey Wallace or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.
In this episode, Lindsay and Carey sit down with Jake Jensen and Kevin Callister from the Leavitt Group to discuss the how the hard market has impacted M&A in the independent insurance industry. They share insights on what the market has changed, the importance of agency valuations, and the dynamics between buyers and sellers. The discussion emphasizes the significance of culture, employee retention, and the long-term implications of selling an agency. The guests provide valuable perspectives on navigating the complexities of M&A transactions and the critical factors that influence agency valuations.
This episode is brought to you by Cake, connecting independent insurance agents looking to sell a book of business or a slice – a chosen group of accounts – with other agents looking to grow their business.
Learn more and create a free account at https://www.haveyourcake.com/
/////////////
Agency Focus is the premier resource for agents to understand their agency's value, plan for a transition of ownership, and prepare for acquisitions.
Learn more at https://agency-focus.com/
124 episodes
Share
