Agency Valuation & Perpetuation Consulting

Agency Focus, LLC with Carey Wallace



For many agency owners, their agency represents their life's work, and as a result, it's most likely their largest single asset. To best protect you, your staff, your clients and your agency's future, it's important to have a thoughtful plan for your agency’s future, and that starts with knowing the value of your agency. When you go through the fair market valuation process you can expect to gain insights that will help you plan for your agency’s future and identify opportunities to grow your agency.

Your agency's value is much more than a number. When you go through the process of understand the Fair Market Value of your agency, you'll get an understanding of:
 

 
Carey will show you the value of your agency as a multiple of EBITDA (Earnings Before Interest Taxes Depreciation and Amortization), not a multiple of revenue. You'll see why this holistic approach is important and how you can leverage this knowledge to plan for your agency, and grow and compete in the changing insurance marketplace.
 
IIANC members receive a FREE 30 minute consultation with Carey to review your agency needs and provide advice and resources focused on business planning, agency operations and compensation strategy. 
  
Customized consulting is also available, and includes:
 
  • Agency Operations
  • Compensation Strategy
  • Transition Planning - Clients and Future Owners
  • Agency Goal and Budgeting
  • Cashflow and Risk Analysis
  • Carrier Strategy
   
Schedule Your Free Consulting Session with Carey Now
 
   
Carey Wallace
Owner & Consultant, Agency Focus, LLC

IIANC's Agency Valuation & Perpetuation Consultant

 
Contact:
 carey@agency-focus.com  
 
Carey has worked in the insurance industry for the last 12 years and with entrepreneurial small businesses throughout her entire career. During that time, Carey has develop key business consulting services to ensure that agencies have the information and support needed to plan for their agency and successfully perpetuate to the next generation. She has worked with over 150 agencies to help them understand their agency's value and plan for their future. Carey is a nationally recognized speaker on both the impact of leveraging data in your agency & valuation and perpetuation planning. She has presented on these topics in over 20 states, several national conferences, carrier events, been interviewed on various industry podcasts and has published several articles on these subjects. Carey possesses extensive experience, knowledge, and passion in assisting independent insurance agents in making the best decisions based on data and insights specific to their agency.
 

It is rare in business to meet someone who is able to pair extensive and practical experience with high level communication expertise you would expect from an elite CEO of a Fortune 500 company. Carey is such a person. Her ability to work through problems and draw out truth in complex transactions in a professional and direct manners places her in a league all her own. She has been invaluable to our agency’s future and we would recommend her work to anyone seeking advice, support, and data driven analytics.  
- Landon Bentham, Callahan & Rice Insurance, Fayetteville, NC