Hi, friends! For this episode, we sit down with Carey Wallace of Agency Focus to unpack the latest trends in agency mergers and acquisitions. We explore why some owners are choosing to sell now, how independent agencies can compete with private equity buyers, and the biggest pitfalls to avoid during transitions. Plus, Carey shares practical steps agents can take today to strengthen their agency’s value for the future.

This episode is proudly sponsored by Market Retrievers, a Nashville-based boutique marketing firm specializing in strategic marketing solutions for insurance agencies, nonprofits, and B2B clients. With over 25 years of combined experience, they offer services ranging from social media and SEO to public relations and website design, all aimed at driving organic growth and client engagement. Discover more at ⁠marketretrievers.com⁠.

*The views and opinions expressed on this podcast are the personal views of the podcasters, and not the views, policies, or opinions of CAA or any of its members. The appearance of any guest does not imply an endorsement of them, their employer, or any entity they represent. Reference to any product or entity does not constitute an endorsement or recommendation by CAA.