How One Small Acquisition Transformed a National Succession Plan with Brian Calvert
About this episode
Brian Calvert discusses his transition from commercial property management to building a successful health insurance agency.
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: https://bit.ly/art-of-succession-our-GPT ------------------------------------------------ Want to be a guest on our podcast? Apply and share your expertise with our audience at https://www.podmatch.com/member/artofsuccession ------------------------------------------------ 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…
People in this episode
Host: Barrett Young
Guest: Brian Calvert
Topics covered
- business transition
- health insurance
- agency growth
- client relationships
- strategic networking
- employee benefits
Keywords
- succession planning
- business acquisition
- consultative approach
- insurance decisions
- long-term planning
Mentioned in this episode
Organizations: Business Health Market, HST of Western New York Inc
More episodes of The Art of Succession
- What Happened When 99% of His Wealth Was in One Business with Jon Morris
- How Business Owners Can Build a Company That Runs Without Them Using Succession Planning
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