If They Offer You Stock…Don’t Sign Until You Hear This

Episode notes

In today’s episode, Chris sits down with Jon Persky (Optimum Performance Solutions) to unpack what’s actually happening in the insurance agency M&A market - and what agency owners keep getting wrong when buyers come knocking. You’ll also hear a blunt breakdown of the biggest risk in today’s deals: taking part of the purchase price in buyer stock - especially when it’s not liquid, not publicly traded, and can come with restrictions most sellers don’t fully understand. You can reach Jon through his website at

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