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.

Consulting and Professional Services Project Managers; welcome aboard! I’m Eric Jordan, CPPA, and today we’re unlocking business exits using my proprietary 25 Factors Affecting Business Valuation methodology. Whether you run advisory, management consulting, legal or accounting projects, strategy implementation, or compliance teams, this episode shows you how to capture realistic valuations, identify ideal buyers, and negotiate a five percent commission split on deals upwards of six million dollars.

Welcome to the Project Managers in Consulting and Professional Services Mastery Podcast—your ultimate guide for mastering valuations, deals, and commissions in the fast-paced world of management consulting, advisory services, and professional firms. I'm your host, Eric Jordan CPPA, and today we're diving deep into a topic that can fundamentally change the trajectory of your career and your financial future.