Business Refocused
Helps leaders navigate the numbers, people, and strategy behind sustainable growth. Hosted by Carey Wallace and Lindsay Sexton, the show dives into what really happens when a business is changing, whether it’s expanding, merging, transitioning ownership, or rethinking operations.
Each conversation offers practical insight on analyzing your business, making data-driven decisions, and building a company built to last.
Show previously named Insurance Refocused, but changed to Business Refocused in November 2025. Business owners of all industries face the same challenges as independent insurance agencies.
Business Refocused
#50 - A Lawyers Perspective on Buying/Selling w/ George Pilat
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In this episode, Lindsay and Carey sit down with George V. Pilat, a partner at Gertzberg, Lakata law firm. George has extensive experience working with insurance agents and agencies, particularly in M&A transactions. He provides legal services related to errors and omissions defense, coverage analysis, administrative proceedings, and more. The conversation covers topics such as non-compete and non-solicit agreements, the importance of understanding insurance contracts in M&A transactions, and the pitfalls of partial ownership of a book of business. George emphasizes the need for agents to involve a lawyer early in the process and obtain a proper valuation before buying or selling an agency.
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Show previously named Insurance Refocused
