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

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

Sep 17, 202448 minEp. 86
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Episode description

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. 

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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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