Welcome aboard this journey! I’m Eric Jordan, CPPA, with over three decades of hands-on experience in the insurance trenches—from bootstrapping my own brokerage in the volatile markets of the early 2000s, navigating the 2008 financial crisis mergers, to advising on multimillion-dollar exits amid the digital disruptions of the 2020s. Today, drawing from that real-world grit, we’re unlocking business exits in the insurance sector using my proprietary 25 Factors Affecting Business Valuation methodology. Whether you’re steering brokerage operations, risk management consulting, claims processing teams, underwriting projects, or compliance initiatives, this deep dive—perfect for your next podcast listen on Spotify or Apple Podcasts—equips you to value those elusive intangible assets like client relationships, brand loyalty, proprietary risk models, and data-driven insights.

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