On Insurance Refocused, Lindsay and Carey sit down with Aaron Stocks, CEO of AgencyPoint (PFS Global), to compare accounting firm acquisitions with independent insurance agency M&A. Aaron breaks down why client transferability, systems standardization, and regulatory disclosures make accounting roll-ups very different from buying an insurance agency. He also shares hard-won lessons on cultural fit, pricing discipline, and what to review before you trust a spreadsheet.

What you’ll learn

• Why broker-of-record and carrier appointments boost transferability in insurance
• How Board of Accountancy rules and consent requirements slow accounting deals
• Benchmarks and typical multiples across both spaces
• Retention risks when a solo CPA book moves into a larger firm
• A practical diligence checklist for quality of tax returns, packaging, and client fit
• Real timelines from first conversation to close and through year-one integration

Sponsored by AgencyPoint

This episode is brought to you by AgencyPoint, your full-service partner for Accounting, Tax, Legal, and HR solutions built specifically for insurance agencies. AgencyPoint helps independent agencies streamline operations, stay compliant, and make confident financial decisions. Learn more at https://www.myagencypoint.com/partners/insurancerefocused
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