Carey Wallace, CEPA

Agency Valuation & Perpetuation Consultant, Agency Focus
Carey Wallace Headshot

Carey has worked in the insurance industry for the past 14 years and is focused on helping agencies leverage data and make informed business decisions. She is a Certified Exit Planning Advisor and for the past six years, has provided business consulting services to hundreds of agencies to ensure that they have the information and support needed to successfully perpetuate their agencies to the next generation. She and her team also provide a variety of consulting services including Fractional CFO support to agencies through the company Carey founded, AgencyFocus

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