#114 - Preparing an Agency For Sale w/ Steve Carroll

In this episode, Lindsay and Carey sit down with Steve Carroll from Patriot Growth Insurance Services to talk about current market dynamics and the characteristics of agencies that are well-prepared for sale. They discuss the importance of understanding deal structures, the role of culture in mergers, and the expectations for post-sale integration. Steve emphasizes the need for potential sellers to do their homework and be clear about their goals and deal breakers. This episode is brought to ...

Om Podcasten

The independent insurance agency space is rapidly changing and evolving. The whole industry is feeling it and we want to provide a connection for agents to understand that they’re not alone. Join industry expert, Carey Wallace, and her Gen X daughter, Lindsay Wallace, as they interview agency owners, and get down in the nitty-gritty of every day topics that you face in your agency. The incoming wave of M&A, agency marketing, technology & insurtech, and generational change is upon us, join us as we redefine the industry!