Agency Valuation & Perpetuation Consulting
AgencyFocus is consulting firm helping independent insurance agencies understand their numbers, grow, and plan for the future.
Maximizing Agency Value Through Financial Insights
AgencyFocus provides independent insurance agencies with the financial expertise and strategic guidance needed to make informed decisions at every stage of growth. Our services go beyond valuation. We help agencies understand their financials, plan for the future, and maximize value with confidence.
Fair Market Valuation
Gain an objective, data-driven perspective on your agency’s health and future potential.
Understand Your Value
Fractional CFO Services
Expert financial management that aligns agency operations with strategic growth.
Explore Fractional CFO
Benchmarking
Use industry data to uncover insights and tools for improved performance and growth.
Know Where You Stand
Perpetuation Planning
Protect your agency’s future value with a strategic ownership transfer plan.
Plan for the Future
Carey Wallace
Owner & Consultant, Agency Focus, LLC
CAREY@AGENCY-FOCUS.COM
AgencyFocus is a consulting firm that helps independent insurance agencies gain confidence in every financial decision. We turn complex financial data into clear, practical insights owners can act on. Because we are fee-only, we do not broker business, so our guidance stays focused entirely on what is best for your agency’s goals, whether that is growing, perpetuating, buying agencies, or selling your agency.
Founded by Carey Wallace, AgencyFocus has a team of consultants serving independent agencies across the country. Our team brings data-driven approaches to valuation, financial strategy, and perpetuation planning. Please reach out to us when you’re ready to dive into your agency’s financial health.
Recent Articles
Agency Growth Numbers May Be Misleading You
Revenue growth masks a retention crisis costing agencies millions in enterprise value and leaving half their book vulnerable to churn. I spend a lot of time with agency principals at very different stages of growth. Some are running lean operations in a single market....
Smart Glasses Transform Insurance Claims, Inspections
Smart glasses are standardizing insurance inspections through real-time documentation and AI-guided workflows that improve transparency and reduce claim processing delays. One of the greatest challenges facing insurers is making sure that every claim is documented...
Financial Well-Being: Everyone Wants It
Insurers must develop digital tools and surround them with a human element, such as real-time access to financial advisers. Bernhard Klein Wassink The macroeconomic news has been largely positive for several years running, especially in the U.S. Record-low...
