Don’t Waste the Chaos

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Kerri Roberts Kerri Roberts

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

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.

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