• #86 - Inside the Acquisition: 7-Month Reflection w/ Rob Bowen

  • Sep 17 2024
  • Duración: 48 m
  • Podcast

#86 - Inside the Acquisition: 7-Month Reflection w/ Rob Bowen

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  • Resumen

  • In this episode, Lindsay and Carey Wallace sit down with Rob Bowen, the owner of Patriotic Insurance Group, about his first seven months post acquisition. They discuss the process of getting on an approved buyer's list, the challenges of acquiring a paper-based agency and the challenges and lessons learned during the transition period, such as data import, technology implementation, and cultural adjustments.

    This episode is brought to you by Cake, connecting independent insurance agents looking to sell a book of business or a slice – a chosen group of accounts – with other agents looking to grow their business.

    Learn more and create a free account at https://www.haveyourcake.com/

    /////////////

    Agency Focus is the premier resource for agents to understand their agency's value, plan for a transition of ownership, and prepare for acquisitions.

    Learn more at https://agency-focus.com/

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