Agency Valuation & Perpetuation Consulting

Agency Focus, LLC with Carey Wallace

For many agency owners, their agency represents their life's work, and as a result, it's most likely their largest single asset. To best protect you, your staff, your clients and your agency's future, it's important to have a thoughtful plan for your agency’s future, and that starts with knowing the value of your agency. When you go through the fair market valuation process you can expect to gain insights that will help you plan for your agency’s future and identify opportunities to grow your agency.

Your agency's value is much more than a number. When you go through the process of understand the Fair Market Value of your agency, you'll get an understanding of:

Carey Wallace with Agency Focus will show you the value of your agency as a multiple of EBITDA (Earnings Before Interest Taxes Depreciation and Amortization), not a multiple of revenue. You'll see why this holistic approach is important and how you can leverage this knowledge to plan for your agency, and grow and compete in the changing insurance marketplace.
IIANC members receive a FREE 30 minute consultation with Carey to review your agency needs and provide advice and resources focused on business planning, agency operations and compensation strategy. 

Customized consulting is also available, and includes:
  • Agency Operations
  • Compensation Strategy
  • Transition Planning - Clients and Future Owners
  • Agency Goal and Budgeting
  • Cashflow and Risk Analysis
  • Carrier Strategy
Schedule Your Free Consulting Session with Carey Now
Want to learn more? Check out the webinars Carey has done recently for IIANC members:
What's the Story with Multiples?
Compensation, Contracts, and the Value of My Agency
Key Areas of Focus for Perpetuation Planning
Revenue, Multiples, and Value, Oh My!
Carey Wallace
Owner & Consultant, Agency Focus, LLC

IIANC's Agency Valuation & Perpetuation Consultant

Carey has worked in the insurance industry for the last 12 years and with entrepreneurial small businesses throughout her entire career. During that time, Carey has develop key business consulting services to ensure that agencies have the information and support needed to plan for their agency and successfully perpetuate to the next generation. She has worked with over 150 agencies to help them understand their agency's value and plan for their future. Carey is a nationally recognized speaker on both the impact of leveraging data in your agency & valuation and perpetuation planning. She has presented on these topics in over 20 states, several national conferences, carrier events, been interviewed on various industry podcasts and has published several articles on these subjects. Carey possesses extensive experience, knowledge, and passion in assisting independent insurance agents in making the best decisions based on data and insights specific to their agency.

Carey was absolutely thorough and professional throughout the whole business valuation process. Her insights have really helped our agency shore up any areas that needed tweaking. And her valuation of our business will be key in perpetuation planning. Her report was extremely valuable to our agency.
- Teresa Bradshaw, Powell's Insurance 

The process of agency valuation and perpetuation planning is not something we, as agency owners, do every day. It's complicated, a little scary and requires a great deal of insight. Carey Wallace with Agency-Focus has all the tools that were required to help me with this task. Her ability to analyze our data and guide me through the process was key to developing a successful plan. I'm confident that this would not have been possible without her assistance.
- Mark Rice, Callahan & Rice Insurance