In this episode of Insurtech Building Blocs Podcast, host Cory Schmidt and Mike Lamb, CEO discuss the importance of leadership through adaptation and the implementation of effective systems for growth and focus within organizations. Mike emphasizes the value of learning from past experiences and applying successful strategies in new contexts, particularly in the areas of management and planning. Insurtech Building Blocs is presented by AgencyBloc, the #1 Recommended Insurance Industry Growth ...
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In this episode of Insurtech Building Blocs Podcast, host Cory Schmidt and Mike Lamb, CEO discuss the importance of leadership through adaptation and the implementation of effective systems for growth and focus within organizations. Mike emphasizes the value of learning from past experiences and applying successful strategies in new contexts, particularly in the areas of management and planning. Insurtech Building Blocs is presented by AgencyBloc, the #1 Recommended Insurance Industry Growth ...
The M&A Playbook: Key Steps for a Successful Agency Sale with Brett Rosen
Insurtech Building Blocs
38 minutes
8 months ago
The M&A Playbook: Key Steps for a Successful Agency Sale with Brett Rosen
In this episode of the Insurtech Building Blocs Podcast, host Cory Schmidt interviews Brett Rosen, a seasoned M&A advisor with Rosen Advisory. They discuss Brett's unique experiences in the deal process, his transition from the buy side to the sell side, and the importance of understanding seller objectives. Brett shares insights on valuation factors, the significance of organized financials, and the typical timeline for selling an agency. The conversation emphasizes the need for sellers ...
Insurtech Building Blocs
In this episode of Insurtech Building Blocs Podcast, host Cory Schmidt and Mike Lamb, CEO discuss the importance of leadership through adaptation and the implementation of effective systems for growth and focus within organizations. Mike emphasizes the value of learning from past experiences and applying successful strategies in new contexts, particularly in the areas of management and planning. Insurtech Building Blocs is presented by AgencyBloc, the #1 Recommended Insurance Industry Growth ...
