Deciding whether or not to sell their business is difficult for independent agency owners. One of the first things owners need to consider is where their business stands, Brett Rosen, senior vice president of mergers and acquisitions at Digital Insurance, said this week at the NAHU annual convention in New Orleans.

That takes time, which is something most independent brokers don’t have. However, planning for the future is crucial, Rosen said. “You have to find time to be a strategist,” he said.

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