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Navigating Insurance Industry Valuations and Transitions with Carey Wallace
Manage episode 456650611 series 3606786
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In this episode of Industry Voice, host Jeff Shi welcomes Carey Wallace, a dynamic entrepreneur and founder of Agency Focus, who shares her incredible journey from a tech startup to a leader in insurance consulting. Dive deep into Carey’s insights on helping agencies prepare for valuation, develop exit strategies, and ensure seamless transitions for long-term success. Carey discusses how emotional readiness, financial preparation, and strategic business planning are key pillars for agency transitions. This episode is packed with practical advice for agency owners contemplating their next steps, whether planning internal successions, external sales, or growth strategies.
Carey also shares how her entrepreneurial ventures like Agency Focus and the "Refocus Podcast" have shaped the industry by empowering agents with the tools and knowledge needed to thrive. Don’t miss the invaluable advice on the nuances of earn-outs, EBITDA, and crafting the best exit strategies to maximize value.
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To schedule a demo with Traq AI today -- https://app.Traq.ai/Try-Traq/InsurTechs
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Apple Podcast - https://podcasts.apple.com/us/podcast/insurtechs-io/id1775588982
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Jeff Shi:
https://www.linkedin.com/in/jeffshiva/
Carey Wallace:
https://www.linkedin.com/in/carey-wallace-393a8620/
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