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About Carey Wallace, Founder, Agency Focus

Over the past 16 years, Carey has worked with hundreds of independent insurance agencies helping them understand their agency’s value and turn that knowledge into an actionable plan for their future. She is a Certified Exit Planning Advisor, CEPA, and provides a variety of business consulting services including valuation, perpetuation planning services, acquisition support, financial and compensation analysis, and fractional CFO services through the company she founded, Agency Focus, LLC.

Carey has presented to over 5,000 agents this past year, and is considered an expert in her field. She is also the co-host of the podcast Insurance Refocused which highlights agents that are innovating and redefining the benchmarks in our industry. She prides herself in taking the time to understand the agency’s unique situation and helping them build the future they envision for themselves.