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Private Equity In Healthcare | with Shelby Cowley

“Whatever your clients find attractive about you and the reason they want to work with you is the exact same reason that a buyer is going to find you attractive and want to acquire your agency.”- Shelby Cowley

Shelby Cowley joined me this week to discuss the complicated world of insurance mergers & acquisitions. How do you get the best valuation for your agency? What key metrics are most attractive to buyers? How much does personality impact the value?

We answer all of those questions and more on this week’s episode of Self-Funded.

Chapters:

00:00:00 Meet Shelby Cowley

00:08:51 Empowering…

The skinny

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