Leading Merger & Acquisition expert in the insurance industry shares how agencies thinking about perpetuation can put their best foot forward
Larry Morrison is the insurance industry's leading expert on Mergers & Acquisitions, Succession Planning, and Business Valuation. He carries with him 40 years of experience (25 years focusing on insurance), and more degrees and accreditation than we could possibly list here. Larry is even one of the few people in our industry accredited (twice over!) to appraise the work of other appraisers! In this information-overload of a discussion, Michael Jans and Larry Morrison dive into the nitty-gritty details about selling, merging, or acquiring an insurance agency, including the forces driving the heated M&A environment our industry currently occupies, and provides excellent advice for agencies looking at internal perpetuation. Get your pen and paper out and be prepared to listen to this one twice! You don't want to miss a single detail.
What are other agents & brokers doing to thrive? What are the biggest trends affecting the retail insurance agent & broker? What are the most important strategies and tactics you need to grow faster? Find out here in the Connected Insurance Podcast, where Michael Jans discusses the biggest issues affecting the independent insurance agent and broker with the industries leading figures.