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Writer's pictureLegacy Advisors

Discover Your Options for Exiting Your Insurance Agency

Every insurance agency owner has a different strategy and timeline in mind when it comes to their insurance agency exit.


Whether you plan on exiting this year or in the next 3 years, do you have a plan?


Listen as Legacy Advisors partner Max Olson joins Brent Kelly of the Sitkins Group on the Agent Leader Podcast to discuss strategies for maximizing your insurance agency's value when you sell.


In this conversation, you will hear Max and Brent talk about...


  • Insurance agency multiples

  • The levers agency owners can pull to increase multiples

  • Why you want to talk to multiple buyers and the challenges with going direct

  • Why you should always keep your end goal "exit" strategy in mind


Listen below...



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