
Agency Valuation & Perpetuation Consulting
89% of agency owners do NOT know their Fair Market Value. Are you one of them? PIIAC members receive a FREE 30-minute consultation with Carey Wallace with Agency Focus.
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 understanding 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’s future and grow and compete in the changing insurance marketplace.
Customized consulting is also available, and includes:
Agency Operations
Compensation Strategy
Transition Planning - Clients & Future Owners
Agency Goal & Budgeting
Cashflow & Risk Analysis
Carrier Strategy
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 developed 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.
Recent Articles

PIIAC Has a Lot to Look Forward to in 2023
We are seeing a changing landscape and continually seeing changes that are impacting the way our member agencies do business. We continue to evaluate our offerings and resources that PIIAC provides and will continually add new resources and benefits for the betterment of our members.

Givers Gain
I interviewed and joined the PIIAC board a little over seven years ago. I never expected to give this much of my time, but I must admit that I have gained more than I’ve given. My 36 years in the insurance industry include over 26 years working at a regional captive insurer. 2012 was the year I decided to join the ranks of independent agents. Prior to becoming an independent agent, I had met Barbara Fidler who was the CEO of PIIAC for many years. Joining PIIAC was an easy decision and pathway to meeting people in the independent channel.

Agency Development
I USUALLY USE THIS SPACE TO talk about the great things we are doing and what is happening in the industry, however, this time I am going to talk about something that I know resonates with everyone.