Business Refocused
Helps leaders navigate the numbers, people, and strategy behind sustainable growth. Hosted by Carey Wallace and Lindsay Sexton, the show dives into what really happens when a business is changing, whether it’s expanding, merging, transitioning ownership, or rethinking operations.
Each conversation offers practical insight on analyzing your business, making data-driven decisions, and building a company built to last.
Show previously named Insurance Refocused, but changed to Business Refocused in November 2025. Business owners of all industries face the same challenges as independent insurance agencies.
Business Refocused
#178 - Why to Use a Broker for Your Sale w/ Legacy Advisors
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In this episode of Business Refocused, Carey and Lindsay sit down with Mike Almberg and Max Olson of Legacy Advisors to discuss what agency owners should know before selling their business and why preparation matters long before a deal is on the table.
The conversation explores agency valuations, buyer selection, market trends, and the importance of creating a competitive process. Mike and Max explain why selling an agency is about more than maximizing price. It's about finding the right partner, understanding your options, and making a decision you can feel confident about long after the deal closes.
They also share insights on today's M&A market, including how buyers are evaluating commercial lines versus personal lines agencies, what drives agency value, and why understanding your financial levers can dramatically impact future outcomes.
Key takeaways include:
- Why every agency owner should understand their agency's value before they plan to sell
- The importance of running a competitive process when evaluating buyers
- How buyer preferences are shifting in today's market
- What drives agency valuation and long-term enterprise value
- Why the right cultural fit matters as much as the purchase price
- How strategic planning can create more options and better outcomes
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Follow AgencyFocus for more conversations that help agency owners build clarity, confidence, and long-term value. Learn more at https://agency-focus.com/
Show previously named Insurance Refocused
