The Insurance Agency Trendsetters Podcast

Episode 031

Carey Wallace: Are You Leaving Money on the Table?  

Nov 3, 2021

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.

Be sure to click “subscribe” so you don’t miss any upcoming episodes, including unannounced bonus episodes.

Contact Carey: Carey [at] agency-focus.com or visit her website: Agency Focus

Related Episodes:

Episode 26: Lisa Lounsbury
Episode 29: Seth Zaremba

Hosts & Guests

Charlotte Hicks

George Robertson

Carey Wallace

Related Episodes

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