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#40 - M&A is a Bullet Point on the Journey w/ Keith Savino
Manage episode 381490192 series 3442488
Sisällön tarjoaa Lindsay & Carey Wallace and Carey Wallace. Lindsay & Carey Wallace and Carey Wallace tai sen podcast-alustan kumppani lataa ja toimittaa kaiken podcast-sisällön, mukaan lukien jaksot, grafiikat ja podcast-kuvaukset. Jos uskot jonkun käyttävän tekijänoikeudella suojattua teostasi ilman lupaasi, voit seurata tässä https://fi.player.fm/legal kuvattua prosessia.
In this episode, Carey and Lindsay sit down with Keith Savino, Managing Partner at PCF Insurance Services, to discuss navigating M&A decisions, keeping 'the point of sale' in mind after 'the point of sale,' and the transformation that occurs when you begin to view your agency as a business rather than just a lifestyle.
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/
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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/
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