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.
Business Refocused
Latest Episodes
#179 - How to Successfully Transition a Family Business to the Next Generation w/ Catherine Garrity-Frans & Tom Garrity
In this episode of Business Refocused, Carey and Lindsay are joined by Tom Garrity and Catherine Garrity-Frans of Compass Point Consulting, LLC to discuss what it takes to successfully transition a business from one gener...
#178 - Why to Use a Broker for Your Sale w/ Legacy Advisors
In this episode of Business Refocused, Carey and Lindsay sit down with Mike Almberg and Max Olson of Legacy Advisors to discuss what agency owners should know before selling their business and why preparation matte...
#177 - What Happens After the Deal Closes? The Real Work of Agency Mergers w/ Anne Baum
In this episode of Business Refocused, Carey and Lindsay sit down with leadership consultant Anne Baum to discuss a critical piece of agency mergers that often gets overlooked: culture.While most merger conversations focu...
#176 - How to Read Your Insurance Agency Financials Like a CFO
In this episode of Business Refocused, Carey and Lindsay answer common financial questions they’ve recently received from agency owners and break down what a meaningful monthly financial review should actually look like.From ana...
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