Episode 51: What It Takes to Turn a Small Agency into a Major Player

Episode Description

In this episode of Don’t Waste the Chaos, we dive into the world of mergers and acquisitions (M&A) and scaling insurance agencies. Our guest, Jeff Turner, brings decades of experience in building, growing, and transforming businesses, turning a small startup into one of the top 20 U.S. acquirers in just three years.

We explore the strategies behind successful acquisitions, what business owners need to do to maximize valuation, and how to navigate the challenges of cultural integration. Whether you’re preparing your business for sale, planning to acquire another company, or simply curious about what it takes to scale to $200M+ in revenue, this episode is packed with actionable insights and inspiration.

Tune In To Hear:

The top three factors to evaluate when considering an acquisition

Practical advice for business owners preparing to sell or acquire a business

Key drivers that maximize valuation and attract buyers

How to overcome challenges in cultural integration during the M&A process

Strategies for driving growth and scaling post-acquisition Insights into the trends shaping the future of insurance industry M&A

Actionable steps for building a business that stands out to potential buyers

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Discover the secret to effective hiring with our free guide: Six Essential Steps to Transform Your Interview Process. Go to saltandlightadvisors.com/hiring to grab our free guide today.

Connect with Crestfield Risk at www.crestfield.com or reach out to Jeff Turner at   / jeff-turner-a2883016  

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