AmeriLife's deal team walks through why an agency owner might pursue a sale or strategic partnership and what the transaction process involves. Topics include financial evaluation, EBITDA, functional due diligence, legal documentation, and opportunities for smaller and midsize agencies. Dan and Mike also reflect on choosing a partner that can support continued growth after a transaction.
In this episode
- Agency acquisitions
- Strategic partnerships
- EBITDA and valuation
- Due diligence
- Growth after a sale
Show notes
In this episode, Dan and Mike Hardle sit down with Mike Tobitsch, Victoria Lucas, and Steve Smith from the AmeriLife Deal Team to break down how acquisitions actually work and why more agency owners are choosing to partner instead of going it alone.
The insurance industry is evolving fast. Growth is harder to sustain on your own, capital matters more than ever, and agents are starting to think long-term about building real enterprise value in their businesses.
If you’re an agent or agency owner looking to grow, scale, and build something valuable long-term… this episode is for you.