Episode 031
Carey Wallace: Are You Leaving Money on the Table?
Most agency owners spend their entire careers making sales but forgetting to prepare for the one that has the most impact — selling their agency. Find out what you need to do now so you don’t leave money on the table.
#031 – Most agency owners spend their entire careers making sales but forgetting to prepare for the one that has the most impact — selling their agency. Find out what you need to do now so you don’t leave money on the table.
In today’s podcast, Carey talks about:
- The aging demographic in the industry and what that means to you
- How the pandemic has changed agency owners’ plans
- Four trends impacting agency value today
- Avoiding a fire sale price — easy steps to take today to protect your business
- What to never put in your perpetuation plan
- The #1 value driver of insurance agencies
- What agencies have done to make their acquisitions successful
- The top 2 things CPAs say you should do now to maximize your agency’s value
Plus, we talk about the newly launched Catalyit and how it’s helping agents simplify their technology decisions.
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Contact Carey: Carey [at] agency-focus.com or visit her website: Agency Focus
Related Episodes:
Hosts & Guests
Charlotte Hicks
George Robertson
Carey Wallace
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