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#74 - Deciding to Sell the Agency w/ Matt Crismore

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Manage episode 425561951 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://player.fm/legal.

In this episode Carey and Lindsay sit down with Matt Chrismore of The Crismore Agency as he shares his experience of selling his agency after owning it for four years. The decision to sell his agency was made to simplify his life, leverage resources, and focus on what he enjoys most—talking to clients and providing the best insurance value. Matt emphasizes the importance of taking your time, knowing your value, and using resources to make an informed decision.

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

77 episodes

Artwork
iconShare
 
Manage episode 425561951 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://player.fm/legal.

In this episode Carey and Lindsay sit down with Matt Chrismore of The Crismore Agency as he shares his experience of selling his agency after owning it for four years. The decision to sell his agency was made to simplify his life, leverage resources, and focus on what he enjoys most—talking to clients and providing the best insurance value. Matt emphasizes the importance of taking your time, knowing your value, and using resources to make an informed decision.

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

77 episodes

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