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WATCH | 8 Insurance and Benefits Best Practices When Considering an Acquisition or Exit


Watch this CEO Coaching International webcast with our Strategic Partner Bryson Financial for an important live webcast discussing insurance best practices for acquisitions and exits.

Trent Bryson oversaw over 100 transactions in the last 24 months, ranging from small add on acquisitions to billion dollar exits.  In this webcast, he will go through 8 “must knows” when going through these processes.  This webcast is designed for CEOs and their respective executive team members working in the mergers & acquisition space.

Wednesday, August 17, 2022
8 a.m. PDT / 11 a.m. EDT

Meet Our Panelists:

About Trent Bryson

Trent Bryson, CEO of Bryson, has established success as the leader of one of Southern California’s leading insurance brokerage and corporate retirement firms. Trent’s vision and expertise have led him to receive regional and national awards and recognition, such as City Bank National’s Entrepreneur of the Year and the Invest in Others Community Leadership Award. In addition, Bryson’s excellence in the financial industry has been highlighted by Financial Times as an “FT 401 Top Retirement Adviser.” Alongside his career, Trent is an adjunct professor in Human Resources at California State University Long Beach, a KTLA news frequent expert contributor, an officer for YPO OC, and the Political Involvement Committee chair for NAIFA California. He is also highly involved in the community, creating a giveback program for nonprofits within his firm, and serving as a board member and chair for the Boys & Girls Clubs of Long Beach, annual master of ceremony for Children Today’s annual gala, and a member of Rotary International.

About Bryson Financial

For over fifty years, trust, understanding and service have been the foundation of Bryson Financial. The firm ranks as one of the most respected corporate and personal financial planning providers. They serve thousands of companies and individuals, offering unique solutions in retirement planning, employee benefits, and wealth and risk management.

Heidi Smith | Moderator

Chief Marketing Officer, CEO Coaching International


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