Tim Olson

Agency M&A Consultant | Former P&C Sales Executive | Helping Independent Agents Exit on Top | Sales Leader | Insurance Growth Strategist | CPCU, CLU

Role
Mergers and Acquisitions Consultant at Legacy Advisors
Location
Dallas, TX, US
LinkedIn followers
500 followers
Finance & AccountingView LinkedIn profile

About Tim Olson

After 25 years leading high-performing sales teams in the P&C insurance world from…

Experience

  1. Mergers and Acquisitions Consultant

    Legacy Advisors

    Jan 2025 — Present · Dallas-Fort Worth, TX, US

    Helping independent agency owners exit successfully by connecting them with pre-qualified buyers, including PE firms and acquisition-driven agencies. • Advised agency principals on valuations, deal prep, and strategic positioning • Developed a referral network of 50+ buyer network of top agencies and PE firms • Managed deal flow with agencies producing up to $10M in revenue • Streamline buyer-seller alignment

Education

  • The Ohio State University

    Bachelor of Science

Skills

  • Inland Marine
  • Underwriting
  • Business Acumen
  • Recruiting
  • Market Planning
  • Enthusiastic Self-Starter
  • Commercial Insurance
  • Sales Recruitment
  • Cross-Functional Team Leadership
  • Innovative Thinking
  • Marketing Strategy
  • Commitment to Customer Service
  • Casualty
  • Sales
  • Selling Skills
  • Analytical Skills
  • Legal Liability
  • Clu
  • Property & Casualty Insurance
  • Problem Solving
  • Strategic Planning
  • Commercial Lines
  • People Development
  • General Insurance
  • Training
  • Sales Management
  • New Business Development
  • Employee Benefits
  • Umbrella Insurance
  • Liability
  • Sales Operations
  • Customer Retention
  • Developing Staff
  • Cpcu
  • Marketing
  • Market Analysis
  • Coaching
  • Agent Training
  • Entrepreneurial Skills
  • Drive for Success

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Tim Olson — Mergers and Acquisitions Consultant at Legacy Advisors in Dallas, TX, US | Unifers