Insurance Refocused
#26 - After the Sale w/ Max Olson
In this episode Carey and Lindsay sit down with Max Olson from Legacy Advisors to chat about his personal experience buying and selling agencies, and his experience helping others do the same.
Mentioned in the show: How to Retire Happy, Wild and Free
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/
In this episode Carey and Lindsay sit down with Max Olson from Legacy Advisors to chat about his personal experience buying and selling agencies, and his experience helping others do the same.
Mentioned in the show: How to Retire Happy, Wild and Free
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/