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The vast majority of information around the sale of an insurance agency focuses on financing structures. In this episode Chris and Paul are excited to welcome Jay Brenneman to discuss the psychology of ownership transitions. How does an owner decide to move toward a legacy transition or a sale successfully? Why is it important for an owner to develop personal goals outside of the business? At what age should they start a dialogue about their ideal transition scenario? Listen in as Jay imparts his wisdom. This is a topic you won't hear anywhere else.
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The vast majority of information around the sale of an insurance agency focuses on financing structures. In this episode Chris and Paul are excited to welcome Jay Brenneman to discuss the psychology of ownership transitions. How does an owner decide to move toward a legacy transition or a sale successfully? Why is it important for an owner to develop personal goals outside of the business? At what age should they start a dialogue about their ideal transition scenario? Listen in as Jay imparts his wisdom. This is a topic you won't hear anywhere else.
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