Podcast Episodes Featuring Carey Wallace

Vertafore Insurance Podcast - Season 2 Episode 28

Carey Wallace from AgencyFocus and Syd Roe from Vertafore discuss a surprising reason why some agency owners get top value when it comes time to sell.

The Insurance Leaders - Episode 42
Agency Finances with Carey Wallace

Join Carey and Ryan as they discuss agency finances, the M&A space, and teaching kids financial matters. Carey provides incredible insights for an agency trying to get their agency finances in order and the essential financial aspects agents need to get stable to thrive. We tackle the M&A space, how to find deals, and the critical aspects of determining if an agency is right for you to purchase.

The Insurance Buzz Podcast - Episode 180
Red Flags To Avoid When Buying Or Selling An Insurance Agency

What's in this episode:
- Growing by acquisition
- Building a transition plan
- Maximizing your agency
Finding the right fit
- Working with people who understand your business
- What does a healthy agency look like?

Awkward Insurance - Season 4 Episode 3
A Perspective On Agency Value: The Service Role

Awkward Insurance host, Dustyne Bryant, has a productive conversation with Carey Wallace to discuss and validate the value that experienced service professionals bring to the perpetuity of independent agencies. In an industry so intently focused on producers and profit yields, the relationship value that service professionals bring to independent insurance agencies may be overlooked.

Can Your Relationship Strength Be One of Your Greatest Risks?

It's long been said that the insurance industry is built on relationships.

But what if the one skill you worked on the most during your career turned out to be the biggest liability?

Financial Focus On Independent Agencies

In this podcast, Carey Wallace and Brad Boldt discuss what Insurance Agencies should be focusing on, what is an investment vs. an expense, common financial mistakes that insurance professionals make, and so much more.

The Club Capital Leadership Podcast with Carey Wallace & AgencyFocus

Scott sits down with Carey Wallace of Agency Focus to discuss your insurance agency's valuation, how to get it done and what to expect. We also explore why agencies are using EBITDA instead of revenue to determine both the purchase and sales price of YOUR Agency! 

The Insurance Guys - What is my Agency Worth?

Scott sits down with Carey Wallace of Agency Focus to discuss your insurance agency's valuation, how to get it done and what to expect. We also explore why agencies are using EBITDA instead of revenue to determine both the purchase and sales price of YOUR Agency! 

The Insurance Guys - Episode 231
What Should I Spend On Payroll?

In this episode, Bradley and Scott sit down with the awesome Carey Wallace from AgencyFocus. They talk about acquisitions, mergers, and what you should be spending in your agency relative to gross revenue. Plus, Scott makes a personal plea to help out the Smith and Haycox families. 

The Unstoppable Profit Podcast - Episode 188
Your Largest Asset and You

Carey Wallace and Mike Stromsoe discuss how you as an agency owner, can best prepare for the transition of your agency and some of the biggest misconceptions that people have about transitioning the ownership of an agency.

Wallace Sessions - Episode 1

The Power Producers Podcast, David Carothers and co-host Kyle Houck interview Carey Wallace of Agency Focus. Carey defines EBITDA and why this is what is used to determine the value of an agency.  

Wallace Sessions - Episode 2

The Power Producers Podcast, David Carothers and co-host Kyle Houck interview Carey Wallace of Agency Focus. Carey continues the conversation about how to determine the value of your agency through benchmarks.

Wallace Sessions - Episode 3

The Power Producers Podcast, David Carothers and co-host Kyle Houck interview Carey Wallace of Agency Focus. Carey continues the conversation about how to determine the value of your agency through benchmarks. 

Wallace Sessions - Episode 4

The Power Producers Podcast, David Carothers and co-host Kyle Houck interview Carey Wallace of Agency Focus. Carey talks about how technology can impact the value of your agency.

Wallace Sessions - Episode 5

The Power Producers Podcast, David Carothers and co-host Kyle Houck interview Carey Wallace of Agency Focus. Carey explains the importance of having a perpetuation plan.

Wallace Sessions - Episode 6

The Power Producers Podcast, David Carothers and co-host Kyle Houck interview Carey Wallace of Agency Focus. Carey shares things to consider when buying or selling an agency.

Ridiculously Amazing Insurance Agent - What's Your Agency Worth?

In this episode of the Ridiculously Amazing Insurance Agent podcast, we speak to Carey Wallace about this exact issue. We find out how to know when to get evaluated. What do you need to ask when buying a book?

Power Women In Insurance

In this episode of Power Women In Insurance, Teresa Kitchens sits down with Carey Wallace, a financial expert. Carey helps agency owners run a profitable business and be ready for future endeavors.

Risk Takers

Carey Wallace helps make the process smooth for mergers. She prepares agency owners who are thinking about buying or selling, making sure they are well informed and well positioned.  We discussed the latest in the M & A world and how to navigate it.