Practical insights on valuation, exit planning, and the future of the group health employee benefit brokerage industry. Written for owners considering their next move.
The most common objections broker-owners have to selling — and a reality check on each one.
What keeps independent brokers up at night — and why most of these problems point toward the same solution.
Three simple analogies that explain the single most important number in your brokerage's valuation.
Why brokerage valuations are at historic highs — and what's driving the surge in buyer demand.
The forces that could pull valuations back down — and why timing your exit matters more than you think.
How to identify brokerages that are ripe for acquisition — and what makes them attractive to buyers.
Why the brokers who say they're not selling are often the best candidates for a structured exit.
How bundling multiple brokerages into one deal creates leverage that no single seller can achieve alone.
The honest conversation most broker-owners need to have with their families about succession and generational wealth.
A dialogue that explains the discount rate better than any textbook — and shows you exactly how buyers think about your money.
AI is coming for your business from three directions at once. This report lays out the risks and why the window to sell is closing.
Why a dollar today is worth more than a dollar tomorrow — and how this concept should change how you think about your exit timeline.
Three analogies that make the most important number in business valuation easy to understand — melting ice cubes, birds in the bush, and a cash truck on a long highway.
The best time to sell your brokerage is before you're ready to retire. Here's why timing changes everything about your deal.