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Content provided by Lindsay & Carey Wallace and Carey Wallace. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Lindsay & Carey Wallace and Carey Wallace or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ro.player.fm/legal.
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#39 - Funding the Sale w/ Mike Wagar

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Manage episode 380689455 series 3442488
Content provided by Lindsay & Carey Wallace and Carey Wallace. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Lindsay & Carey Wallace and Carey Wallace or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ro.player.fm/legal.

In this episode, Carey and Lindsay sit down with Mike Wagar from Westfield Bank to talk about what goes into buying an agency from a banker's perspective, how agencies are positioning themselves for success, and what a couple of the different options are.

This episode is brought to you by Cake, connecting independent insurance agents looking to sell a book of business or a slice – a chosen group of accounts – with other agents looking to grow their business.
Learn more and create a free account at https://www.haveyourcake.com/

/////////////

Agency Focus is the premier resource for agents to understand their agency's value, plan for a transition of ownership, and prepare for acquisitions.
Learn more at https://agency-focus.com/

  continue reading

91 episoade

Artwork
iconDistribuie
 
Manage episode 380689455 series 3442488
Content provided by Lindsay & Carey Wallace and Carey Wallace. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Lindsay & Carey Wallace and Carey Wallace or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ro.player.fm/legal.

In this episode, Carey and Lindsay sit down with Mike Wagar from Westfield Bank to talk about what goes into buying an agency from a banker's perspective, how agencies are positioning themselves for success, and what a couple of the different options are.

This episode is brought to you by Cake, connecting independent insurance agents looking to sell a book of business or a slice – a chosen group of accounts – with other agents looking to grow their business.
Learn more and create a free account at https://www.haveyourcake.com/

/////////////

Agency Focus is the premier resource for agents to understand their agency's value, plan for a transition of ownership, and prepare for acquisitions.
Learn more at https://agency-focus.com/

  continue reading

91 episoade

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