This week on the leadership podcast, Carey Wallace joins Bradley to discuss buying and selling independent insurance agencies. Carey is the founder of Agency Focus, and her business helps independent owners determine their value and put together a plan to sell or buy an agency.
In this episode, you’ll learn:
The importance of building business assets
Strong, tight financials
Educating yourself on the process of buying or selling a business
You’ll also learn many important terms around buying and selling businesses that you’ll need to know as you explore this opportunity.
Over the past 14 years, Carey Wallace has worked with hundreds of independent insurance agencies helping them understand their agency’s value and turn that knowledge into an actionable plan for their future. Carey is a Certified Exit Planning Advisor, CEPA and provides a variety of business consulting services through the company she founded, Agency Focus, LLC.