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Business Refocused

Lindsay Sexton & Carey Wallace

Helps leaders navigate the numbers, people, and strategy behind sustainable growth. Hosted by Carey Wallace and Lindsay Sexton, the show dives into what really happens when a business is changing, whether it’s expanding, merging, transitioning ownership, or rethinking operations.

Each conversation offers practical insight on analyzing your business, making data-driven decisions, and building a company built to last.

Show previously named Insurance Refocused, but changed to Business Refocused in November 2025. Business owners of all industries face the same challenges as independent insurance agencies.

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Odcinki

198 odcinków

  1. #197 - The Key to Successful Internal Perpetuation w/ Joel Verdon 31:47
  2. #196 - Different Types of Insurance Agency Valuations Explained 10:28
  3. #195 - What KPI's Should I Be Looking At? 37:53
  4. #194 - Buy Businesses like an Investor w/ Chase Murdock 33:12
  5. #193 - E&O Tail Coverage and Insurance Agency M&A w/ Cari Senefsky 34:02
  6. #192 - Inside Agent Underground: Why Independent Agency Owners Grow Better Together w/ Dan Vander Kooi 26:22
  7. #191 - Would You Buy This Insurance Agency? 16:49
  8. #190 - Navigating Working At My Family Agency w/ Michael Ley, CPIA 26:16
  9. #189 - AI Agents, Real Leads, and What It Actually Took to Get There w/ Kirk Chester 38:35
  10. #188 - Do You Actually Know Your Agency’s Retention Rate? w/ Adam DeLaForest 13:40
  11. #187 - Owner Compensation, Profitability, and Your Agency’s Value w/ Adam DeLaForest 11:34
  12. #186 - How to Use Debt to Grow Your Insurance Agency Through Acquisition w/ Covington Carlson 33:45
  13. #185 - When Is Enough, Enough? How to Know When to Sell Your Insurance Agency w/ Trey Siner 36:52
  14. #184 - Calculating Adjusted EBITDA w/ Lauren Washington 16:57
  15. #183 - How Benchmarking Drives Smarter Growth for Insurance Agencies w/ Kyle Becker 29:45
  16. #182 - Revenue Per Employee: The Insurance Agency KPI Every Owner Should Track 9:20
  17. #181 - How Better Agency Operations Increase Business Value w/ Jessica Yarbrough 31:43
  18. #180 - What is EBITDA? 13:02
  19. #179 - How to Successfully Transition a Family Business to the Next Generation w/ Catherine Garrity-Frans & Tom Garrity 44:42
  20. #178 - Why to Use a Broker for Your Sale w/ Legacy Advisors 34:59
  21. #177 - What Happens After the Deal Closes? The Real Work of Agency Mergers w/ Anne Baum 32:30
  22. #176 - How to Read Your Insurance Agency Financials Like a CFO 20:42
  23. #175 - Get Your Agency a Health Check 26:22
  24. #174 - Building a Sales Culture in an Independent Insurance Agency w/ Patrick McClure 33:31
  25. #173 - Building the Next Generation of Insurance Leaders with Launchpad 30:19
  26. Run Your Agency Like You're Selling It Tomorrow (Carey & Insurance Leaders Lab) 41:57
  27. #171 - The Story Behind the Numbers 18:51
  28. #170 - Inside AgencyFocus: From Valuations to Fractional CFO 45:11
  29. #169 - How Smart Agencies Are Hiring Young Talent w/ Todd Hufford 21:03
  30. #168 - What Comes Next? Redefining Yourself After a Career Shift w/ Nicole Malachowski 39:15
  31. #167 – Walking Away Happy w/ Matt Naimoli 22:42
  32. #166 – What's Your Agency Actually Worth w/ Matt Naimoli 20:28
  33. #165 – The Decisions That Matter When Selling Your Agency w/ Matt Naimoli 16:32
  34. #164 – Running the Numbers w/ Matt Naimoli 18:39
  35. #163 - It's Not Always About Size w/ Adam DeLaForest 29:18
  36. #162 - Your Yearly Agency Check-Up: Benchmarking 23:47
  37. #161 - Hire Better Producers w/ Steve Heroux 35:36
  38. #160 - No Crying In Budgeting w/ Lisa Melroy 32:39
  39. #159 - Who Should Own Your Agency After You w/ Laurie Barkman 37:54
  40. #158 - Interest Rates and Agency M&A in 2026 w/ Scott Freiday & Keith Mangini 30:23
  41. #157 - How InsurTech Is Changing Independent Agencies w/ Tony Lew 31:43
  42. #156 - Make Your Agency More Valuable 34:56
  43. #155 - Perpetuation 23:56
  44. #154 - The Mindset Behind Successful Acquisitions w/ Jeff Arnold 32:53
  45. #153 - Being a Student of Business w/ Larry Linne 40:21
  46. #152 - The Key to Success in Entrepreneurship w/ Wess Anderson 37:47
  47. #151 - Selling My Oil & Propane Company w/ Matt Porter 35:46
  48. #150 - Transition From Fighter Pilot to Business Owner w/ Robert "Cujo" Teschner 41:53
  49. #149 - Lessons from a Serial Entrepreneur w/ Alan Ringvald 30:35
  50. #148 - Solving the Underwriting Bottleneck w/ Trace Meek 37:31