In this episode of Business Refocused, Todd Hufford interviews Carey and Lindsay Wallace on the story behind AgencyFocus, how they each found their way into insurance, and what it took to grow the business beyond agency valuation.

Carey shares how a role with the PIA of Ohio led her into valuation, perpetuation planning, and data analytics, eventually becoming the foundation for AgencyFocus. Lindsay shares her own path into the industry and how her experience helped shape the company’s next stage of growth.

Together, they talk about how AgencyFocus evolved from a valuation-focused business into a firm that also provides fractional CFO services, mastermind groups, and deeper financial consulting for independent insurance agencies.

This episode is a behind-the-scenes look at agency valuation, fractional CFO services, insurance industry career paths, and what it takes to build a business focused on helping agencies make better financial decisions.

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Show previously named Insurance Refocused