Valuation & Perpetuation Consulting
Contact Information
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Carey Wallace, CEPA
AgencyFocus helps independent insurance agencies gain confidence in every financial decision by turning complex data into clear, actionable insights. As a fee-only consulting firm that does not broker business, AgencyFocus provides objective guidance centered entirely on each agency’s goals - whether growing, planning for perpetuation, acquiring another agency or preparing to sell.
Founded by Carey Wallace, AgencyFocus serves independent agencies nationwide with data-driven expertise in agency valuation, financial strategy and perpetuation planning. Connect with AgencyFocus to gain a clearer understanding of your agency’s financial health and confidently plan for its future.
Maximizing Agency Value Through Financial Insights
AgencyFocus provides independent insurance agencies with the financial expertise and strategic guidance they need to make informed decisions at every stage of growth. Their services extend beyond agency valuation to help agencies better understand their financial health, plan for the future, and confidently maximize their value.
Fair Market Valuation
Gain an objective, data-driven perspective on your agency's health and future potential.
Fractional CFO Services
Expert financial management that aligns agency operations with strategic growth.
Benchmarking
Use industry data to uncover insights and tools for improved performance and growth.
Perpetuation Planning
Protect your agency's future value with a strategic ownership transfer plan.