In this episode, Kerri Roberts discusses the critical decision small to mid-sized businesses face regarding their HR strategy: whether to outsource HR functions through a Professional Employer Organization (PEO) or to manage them in-house. She outlines the pros and cons of each approach, focusing on key considerations such as cost, compliance, and control. Kerri also provides insights into the types of businesses that typically benefit from PEOs and offers guidance on how to make the best choice for your organization based on its specific goals and needs.

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.