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#80 - Get Your Financials In Order Pre-Sale w/ Aaron Stocks
Manage episode 432843740 series 3442488
Innhold levert av Lindsay & Carey Wallace and Carey Wallace. Alt podcastinnhold, inkludert episoder, grafikk og podcastbeskrivelser, lastes opp og leveres direkte av Lindsay & Carey Wallace and Carey Wallace eller deres podcastplattformpartner. Hvis du tror at noen bruker det opphavsrettsbeskyttede verket ditt uten din tillatelse, kan du følge prosessen skissert her https://no.player.fm/legal.
In this episode, Lindsay and Carey interviews Aaron Stocks, CEO of PFS Global and AgencyPoint, about outsourcing accounting for independent insurance agencies. They discuss the process of onboarding, cleaning up books and taxes, and the importance of tax planning. They also touch on the benefits of outsourcing accounting, such as creating redundancy and improving the accuracy of financial statements. Aaron emphasizes the need for agencies to have a clean set of books for a smoother sale and higher valuation. He also highlights the importance of understanding the tax implications and implementing tax planning strategies.
This episode is brought to you by Cake, connecting independent insurance agents looking to sell a book of business or a slice – a chosen group of accounts – with other agents looking to grow their business.
Learn more and create a free account at https://www.haveyourcake.com/
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Agency Focus is the premier resource for agents to understand their agency's value, plan for a transition of ownership, and prepare for acquisitions.
Learn more at https://agency-focus.com/
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