Instant Insights / 2022 BenefitsPRO Broker Expo

Best Practices

Selling your business: Navigating M&As in the employee benefits market

Thinking of selling your business? Here are some lessons learned from veterans of the process.

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The best time to think about selling your business is when you’re not interested in selling your business. Yet. “Run your business like it’s for sale,” said Brian Ambrosia, director at M&A advisory firm Marshberry. “These are not lifestyle agencies.”

Ambrosia was one of four panelists in a session on selling one’s business, at the 2022 BenefitsPRO Broker Expo, joining Shorepoint’s Amy Evans; Hurley Capital’s Charles Goldblum; and Hilb Group’s Suzy Johnson.

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C.J. Marwitz

C.J. Marwitz is a writer and editor.

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