Business Refocused
Helps leaders navigate the numbers, people, and strategy behind sustainable growth. Hosted by Carey Wallace and Lindsay Sexton, the show dives into what really happens when a business is changing, whether it’s expanding, merging, transitioning ownership, or rethinking operations.
Each conversation offers practical insight on analyzing your business, making data-driven decisions, and building a company built to last.
Show previously named Insurance Refocused, but changed to Business Refocused in November 2025. Business owners of all industries face the same challenges as independent insurance agencies.
Podcasting since 2023 • 146 episodes
Business Refocused
Latest Episodes
#145 - Year-End Tax Planning for Insurance Agencies w/ David Foate
On this episode of Insurance Refocused, Carey and Lindsay Wallace sit down with tax attorney David Foate to unpack the truth about year-end tax planning for insurance agencies. From entity structure decisions to vehicle deductions, R&a...
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Episode 145
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40:56
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#144 - Why Every Agency Owner Needs a Mastermind Group
On this episode of Insurance Refocused, Carey and Lindsay Wallace explore one of the most impactful growth tools for independent insurance agencies — mastermind groups. They discuss how these peer groups function like a “board of direc...
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Episode 144
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23:35
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#143 - The Differences in M&A: Accounting vs Insurance M&A w/ Aaron Stocks
On Insurance Refocused, Lindsay and Carey sit down with Aaron Stocks, CEO of AgencyPoint (PFS Global), to compare accounting firm acquisitions with independent insurance agency M&A. Aaron breaks down why client transferability, systems stan...
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Episode 143
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32:39
#142 - Doubling Your Independent Insurance Agency's Value in Three Years
In this episode of Insurance Refocused, Carey and Lindsay Wallace break down a powerful agency transformation that doubled in value in just four years. Starting with $3.5 million in revenue and 27–28% profitability, this agency faced k...
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Episode 142
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28:05
What to Know Before Buying an Agency (Carey & Hawksoft)
In this special re-release, we’re sharing an episode originally featured on HawkSoft’s Insurance Perspectives podcast. Carey joins Kenny Hendricks to break down what it really takes to buy an agency—from assessing your readiness and ev...
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Episode 141
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39:23
