Show notes
In this episode of Business Refocused, Lindsay and Carey dig into one of the most common yet misunderstood ownership paths in independent agencies: internal perpetuation. While internal transitions often feel simpler than external sales, the reality is the work is just different and, without urgency, these deals can quietly stall or fall apart. They share what makes internal transitions successful, where agencies tend to get stuck, and what they’ve learned from helping agencies plan ownership...



