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Index/Leadership/The Art of Succession
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How One Small Acquisition Transformed a National Succession Plan with Brian Calvert

The Art of Succession · 2026-07-21 · 55 min

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Topics in this episode

ownershiplegacyacquisitionbusiness legacy

Episode notes

This GPT has already supported hundreds of multi-generational businesses through complex transitions, and I’ve translated that experience into a free Custom GPT available on our website. Explore it here: - Want to be a guest on our podcast? Apply and share your expertise with our audience at - Welcome to The Art of Succession Podcast . Host Barrett Young, CPA , talks with Brian Calvert , Company Owner at Business Health Market and Managing Partner at HST of Western New York Inc, about transitioning from commercial property management into the health insurance industry and building a growing agency. Brian shares lessons from launching his business, hiring and developing agents, and expanding through the acquisition of a book of business to add group benefits services. He also discusses how a consultative approach, strong client relationships, and strategic networking drive growth, along with insights on employee benefits, mergers, and how business owners can make better decisions around insurance and long-term planning. Brian Calvert shares his journey from commercial property management into the health insurance industry, where he built and grew his own agency from the ground up.

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