Business Refocused
Business Refocused
Lindsay Sexton & Carey Wallace
#165 – The Decisions That Matter When Selling Your Agency w/ Matt Naimoli
16 minutes Posted Mar 24, 2026 at 10:00 am.
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Show notes
Selling your agency isn't just a financial transaction — it's one of the biggest decisions you'll ever make. In part two of this series, Carey and Matt get into what it actually looks like to navigate an exit, whether that's keeping it in the family or going to market. They break down the difference between a broker and a true advisor, why the fee question is the wrong place to start, and what it really takes to feel good about the outcome. In this episode: Internal succession vs. external sa...