The Myth of the Multiple with Legacy Advisors

Prepare to have the veil lifted on the world of selling insurance agencies as we chat with industry experts Mike Almberg and Max Olson from Legacy Advisors. Together, we unravel the complexities of the selling process, dismantle common misconceptions, and stress the importance of partnerships that align with your agency's culture. We promise you a candid discussion that delves into the nitty-gritty of maximizing your agency's value when it’s time for sale. Embrace an enlightening debate on the contrasting mindsets between a business owner and an agency owner when preparing to sell. Learn the value of early valuations and setting a growth curve that captures potential buyers’ attention. Journey with us as we traverse the tricky terrains of effective leadership roles, handling growth and employees, and the influences of different paths on your business and industry. In our conversation, we uncover everything from kick-starting and optimizing an insurance agency to successfully managing growth and employees. Discover the criticality of assessing your team, rolling out necessary training, and conducting performance reviews to boost your business value. Hear about the necessity of initiating the selling process as soon as possible. Be sure to subscribe to the Finding Peak newsletter to feed your curiosity with more exclusive content on leadership, life, and business. This is a conversation you won't want to miss! Legacy Advisors: https://www.legacyadvisors.partners/ Finding Peak Newsletter: https://www.findingpeak.com Learn more about your ad choices. Visit megaphone.fm/adchoices