In this episode, Lindsay and Carey Wallace sit down with David E. Foate, an attorney with PFS Law specializing in insurance agency acquisitions. They discuss the key considerations for buyers when acquiring an agency, including financial due diligence, legal considerations, and tax implications. David emphasizes the importance of having a team of advisors, including legal counsel, financial advisors, and tax specialists, to navigate the complex process. They also highlight the need for clear communication and negotiation during the deal-making process, as well as the importance of trust and realistic expectations.

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Show previously named Insurance Refocused