In this episode of Legendary Exits, Micah welcomes Trey Taylor, Chief Executive Officer at Taylor Insurance Services, Managing Director of Trinity Blue Consulting, and Founding Partner of Ascend Partners. Trey, who has been involved in 77 business exits, shares insights into managing family offices, succession planning, and the emotional complexities of business transactions. Key themes include the importance of having trusted advisors, navigating the "messy middle" of deals, and maintaining clear communication within family businesses. Trey also emphasizes goal-setting for employees, the significance of understanding personal aspirations to foster a positive work culture and enhance employee retention, and so much more.