“Whatever your clients find attractive about you and the reason they want to work with you is the exact same reason that a buyer is going to find you attractive and want to acquire your agency.”- Shelby Cowley

Shelby Cowley joined me this week to discuss the complicated world of insurance mergers & acquisitions. How do you get the best valuation for your agency? What key metrics are most attractive to buyers? How much does personality impact the value?

We answer all of those questions and more on this week’s episode of Self-Funded.

Chapters:

00:00:00 Meet Shelby Cowley
00:08:51 Empowering Entrepreneurs through Unique Insurance M&A

00:11:42 Valuation Impact on Agency Acquisition Success
00:15:46 High Demand Driving Top-Tier Valuations in Acquisitions
00:19:29 Strategic Evaluation for Successful Business Acquisitions
00:22:18 Long-term Partnership Potential in Buyer Selection
00:28:45 Performance-Based Growth In Business Sale Agreements
00:37:57 Leveraging Private Equity for Growth and Acquisitions
00:42:15 Maximizing Acquisition Value Through Seller's Representation

00:45:18 Value-Driven Consulting in Client Relationships

Key Links for Social:

@SelfFunded on YouTube for video versions of the podcast and much more - https://www.youtube.com/@SelfFunded

Listen on Spotify - https://open.spotify.com/show/1TjmrMrkIj0qSmlwAIevKA?si=068a389925474f02

Listen on Apple Podcasts - https://podcasts.apple.com/us/podcast/self-funded-with-spencer/id1566182286

Follow Spencer on LinkedIn - https://www.linkedin.com/in/spencer-smith-self-funded/

Follow Spencer on Instagram - https://www.instagram.com/selffundedwithspencer/

Key Words: 

Insurance Mergers, Mergers And Acquisitions, Business Sales, Sales, Business Acquisition, Market Dynamics, Transactions, Private Equity Deals, PE, Private Equity, Buyer Selection, Earn Out Period, Seller Representation, Consultant, Insurance Industry, Broker, Representative, Valuations, Growth Strategies, Transaction Goals, Employee Benefits, fixing healthcare, podcast, benefits, health, healthcare, health insurance, self funded, self funding

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