The Truth About Selling Your Insurance Agency | with Jon Lipton

Podcast: Accelerate Your Insurance Sales Podcast · Andy Neary

Opublikowano: 2026-05-26

Most independent agency owners look at a private equity acquisition as the ultimate finish line. They assume that getting bought by a massive national broker will instantly solve their back-office problems, open up new markets, and fund their ride into the sunset. But here is the harsh reality of the M&A space today: if you don’t read the fine print, your dream deal can quickly turn into an absolute nightmare. My guest, John Lipton, a 30-year veteran property and casualty advisor, joins me to share one of the most unique agency trajectories yo...