About
Sarasota, FL | Agency Exit & Scale Consultant
After 15 years leading a top-performing second-generation Allstate agency—including earning Inner Circle honors and building a self-sustaining team—I successfully exited the business in 2025.
- Built a profitable, scalable, and sellable agency
- Background in accounting (PwC) and startup growth
- Led one of Florida’s strongest Allstate teams
What I Do Best:
- Preparing agency owners for a successful exit by maximizing operational clarity and enterprise value.
Who I Work With:
- Experienced owners planning to exit in 3–5 years and ready to start scaling intentionally
Want more information? Let's chat! https://coaching.insuranceteamwork.com/contactalexmorgan
Service Area
Details
- Category
- Consultant
- Member Since
- July 2025
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