#143 - The Differences in M&A: Accounting vs Insurance M&A w/ Aaron Stocks

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

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Show previously named Insurance Refocused