closing the gap: what’s next for my agency?


Whether you have built your business from the ground up or purchased a pre-existing agency, there may come a time when you are ready to retire and move on from the business.

Like with selling your home, the perpetuation of your business can be a daunting and stressful experience.
Mike Wagar from Westfield Bank sits down with Chris for the final installment of “What’s Next for My Agency?” In this episode the two discuss options for your agency including mergers and key steps you should take before finalizing any deal.

Key Steps before Finalizing a Deal

  • Timing is everything
  • No two deals are the same
  • Always include your legal and financial representation

It is never too early to understand your options. Ready to learn about agency perpetuation? Check out all 3 episodes of “What’s Next for My Agency?”

Closing the Gap” is available on your podcast player including iTunes® and Spotify®.