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 • 168 episodes
Business Refocused
Latest Episodes
#167 – Walking Away Happy w/ Matt Naimoli
The agency owners who walk away from a sale feeling good aren't the ones who got lucky — they're the ones who prepared. In the final episode of this series, Carey and Matt talk about fixing problems before they become deal killers, how to know ...
•
Episode 167
•
22:42
#166 – What's Your Agency Actually Worth w/ Matt Naimoli
Your agency might be worth less than you think — and the reasons probably have nothing to do with your revenue. In part three, Carey and Matt dig into the valuation drivers most owners never see coming: producer-owned books, aggregator contract...
•
Episode 166
•
20:28
#165 – The Decisions That Matter When Selling Your Agency w/ Matt Naimoli
Selling your agency isn't just a financial transaction — it's one of the biggest decisions you'll ever make. In part two of this series, Carey and Matt get into what it actually looks like to navigate an exit, whether that's keeping it in the f...
•
Episode 165
•
16:32
#164 – Running the Numbers w/ Matt Naimoli
Most agency owners are great at insurance. The financial side? That's where things get fuzzy. Carey Wallace sits down with Matt Naimoli of Legacy Advisors to talk about what financial clarity actually looks like inside an independent agency — a...
•
Episode 164
•
18:39
#163 - It's Not Always About Size w/ Adam DeLaForest
In this episode, Lindsay and Carey sit down with Adam DeLaForest to explore the key factors influencing agency valuation, including financial management, operational efficiency, and market conditions. Our guest, Adam DeLaForest, shares in...
•
Episode 163
•
29:18
