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
About Tim Olson
After 25 years leading high-performing sales teams in the P&C insurance world from…
Experience
Mergers and Acquisitions Consultant
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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