In this episode of Business Refocused, Carey and Lindsay sit down with Trey Siner to talk about one of the hardest questions an agency owner can ask: When is enough, enough?

After more than 20 years of building his agency from scratch, Trey started thinking seriously about what he wanted the next chapter of his life to look like. The decision to sell was not just about valuation or getting the right number. It was about his family, his time, his team, and whether he was ready to let go of something he had spent decades building.

Trey shares how he prepared the agency before the sale, why finding the right buyer mattered so much, and what the transition actually looked like behind the scenes. He also talks about something that often gets overlooked in succession planning - preparing yourself for what comes after the deal closes.

Key takeaways include:

• How to know when it may be time to sell your insurance agency
• Why preparing years before a sale can create better options
• What to consider beyond the purchase price
• How to evaluate the right buyer for your team and clients
• Why agency valuation and clean financials matter before going to market
• How to prepare personally for life after selling your agency

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Show previously named Insurance Refocused