Own Your Exit: An Insurance Agency Owner’s Succession-Planning Guide

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Own Your Exit: An Insurance Agency Owner’s Succession-Planning Guide

Written by: Dave Rivell

Narrated by: Matthew Sullivan

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About this listen

You've invested years building your agency. When it's time to step away, you'll suddenly find yourself surrounded by brokers, buyers, consultants, and private equity firms, all offering advice about what comes next.The problem isn't a lack of options.It's having the clarity to decide what's right for you.After walking alongside hundreds of independent agency owners through succession planning, acquisitions, and ownership transitions, Dave Rivell pulls back the curtain on what really happens behind the scenes. He demystifies the process, explains how deals actually work, and equips you to make decisions with confidence instead of confusion.Whether you're planning to exit in two years or twenty, Own Your Exit serves as a practical field guide to help you:Understand your options before others define them for you. Prepare your agency to maximize its long-term value. Avoid costly mistakes and unnecessary surprises. Create an exit strategy that reflects YOUR goals, not someone else's. Your legacy doesn't begin when you exit. It begins with the choices you make now. Take ownership of the journey and finish well.Your Agency. Your Exit. Your Terms.©2026 Dave Rivell (P)2026 Dave Rivell

Dave RivellMatthew SullivanFernling PressMoney & FinanceLength: 5 hrs and 19 minsRelease Date: 10-11-26Unabridged AudiobookLanguage: English

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