What is your insurance agency really worth — and are you building it in a way that gives you more choices for the future?

In this episode of Insurance Leaders Lab, I sit down with Carey Wallace, founder of Agency Focus, to talk about one of the most important — and often avoided — topics for independent insurance agency owners: financial clarity.

Carey works with hundreds of independent agencies across the country, helping owners understand their agency value, improve profitability, plan for perpetuation, prepare for acquisition, and make stronger financial decisions. Her message is clear: don’t wait until you are ready to sell to understand the value of your agency. By then, it may be too late to change the factors that matter most.

We discuss  ...