In this episode, Lindsay and Carey discuss the detailed exploration of concentration risk in agency valuations. They cover various aspects of concentration risk, including its definition, factors contributing to it, and strategies for managing it effectively. The discussion highlights the importance of diversification and awareness in mitigating risks within an agency's operations.

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.

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