Rephonic
Artwork for Business Refocused
Insurance Industry
Insurance
Artificial Intelligence
Agencyfocus
Mergers and Acquisitions
Agency Valuation
Independent Insurance Agencies
Entrepreneurship
Agency Growth
Leadership
Insurance Agencies
Technology
Career Development
Retention
Agency Acquisitions
Client Relationships
Internship Programs
Agency Focus
Independent Insurance Agency
Agency Management

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 co... more

PublishesWeeklyEpisodes192Founded4 years ago
Number of ListenersCategories
EntrepreneurshipBusinessManagement

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Artwork for Business Refocused

Latest Episodes

In this Coffee Break episode of Business Refocused, Carey and Lindsay talk through what agency owners should actually be looking at when evaluating an acquisition.

Too often, the conversation starts and ends with revenue or a rumored multiple. But a... more

In this episode of Business Refocused, Lindsay sits down with Michael Ley, Director of Networks at HawkSoft, to talk about the career decisions that shaped his path through the insurance industry.

Michael grew up around insurance, joined his family’... more

In this episode of Business Refocused, Carey and Lindsay are joined by Kirk Chester, CEO of Grit Insurance, to talk about something more agency owners are quietly wrestling with right now. Artificial intelligence, and whether it's actually a practica... more

In this Coffee Break episode of Business Refocused, Carey and Lindsay are joined by AgencyFocus team member Adam DeLaForest to talk about one of the most important, and often misunderstood, metrics in an insurance agency: retention.

Retention plays ... more

Key Facts

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Recent Guests

Michael Ley
Director of Networks at HawkSoft, former family agency owner
HawkSoft
Episode: #190 - Navigating Working At My Family Agency w/ Michael Ley, CPIA
Kirk Chester
CEO, President, Owner of Grit Insurance (construction bonding and insurance)
Grit Insurance
Episode: #189 - AI Agents, Real Leads, and What It Actually Took to Get There w/ Kirk Chester
Jessica Yarbrough
Consultant and COO/Co-owner with Agency Ops Advantage; former Johnson Insurance operations leader
Agency Ops Advantage; Johnson Insurance
Episode: #181 - How Better Agency Operations Increase Business Value w/ Jessica Yarbrough
Mike Almberg
Partner at Legacy Advisors
Legacy Advisors
Episode: #178 - Why to Use a Broker for Your Sale w/ Legacy Advisors
Max Olson
Partner at Legacy Advisors
Legacy Advisors
Episode: #178 - Why to Use a Broker for Your Sale w/ Legacy Advisors
Anne Baum
Leadership expert focusing on healthcare and mergers
Vision Accomplished
Episode: #177 - What Happens After the Deal Closes? The Real Work of Agency Mergers w/ Anne Baum
Patrick McClure
Founder of Impact Performance Team, fractional sales leader for independent agencies
Impact Performance Team
Episode: #174 - Building a Sales Culture in an Independent Insurance Agency w/ Patrick McClure
Beth DeLaForest
Co-founder of Launchpad, industry leader
Launchpad
Episode: #173 - Building the Next Generation of Insurance Leaders with Launchpad
Carey Wallace
Founder of AgencyFocus; Certified Exit Planning Advisor
AgencyFocus
Episode: Run Your Agency Like You're Selling It Tomorrow (Carey & Insurance Leaders Lab)

Hosts

Carey Wallace
Co-host; founder of AgencyFocus; leads discussions on valuation, perpetuation planning, and strategic conversations with guests.
Lindsay Sexton
Co-host; introduces guests and drives interview; leads discussions on growth, marketing, and data-driven strategies for agencies.

Reviews

4.9 out of 5 stars from 56 ratings
  • Great!

    Love this podcast!! Hope to listen to more and more

    Apple Podcasts
    5
    Jhedwar
    United Statesa year ago
  • Crowded space

    Nice to find a good conversation in an otherwise crowded space , drop the insurance and call it business refocused and watch your numbers soar. You ladies are quite the duo.

    Apple Podcasts
    2
    PJ Carisimo
    United States2 years ago
  • Excellent mix of topics and guests

    Carey and Lindsay make a great team and create a very comfortable environment as a guest and listener. And, they are assembling a great mix of guests and topics to share with our industry.

    Apple Podcasts
    5
    Chris....C
    United States3 years ago
  • One of my favorite listens each week

    If you aren’t learning something from this show, you aren’t listening to it right! I love Carey and Lindsay do a phenomenal job on this podcast. The world of M&A and agency marketing can be confusing and get overwhelming, but this podcast has the right mix of energy and knowledge and fun to make it easy to listen! I highly recommend you stop reading this review and hit play right now !! What are you waiting for ?!

    Apple Podcasts
    5
    SHEARONH
    United States3 years ago
  • I took pages of notes!

    Carey and Lindsay are a dream team! I took four pages of notes after listening to their episode with Mike Fusco about bots. Highly actionable content!!

    Apple Podcasts
    5
    Jim_Schubert
    United States3 years ago

Listeners Say

Key themes from listener reviews, highlighting what works and what could be improved about the show.

The show blends financial discipline with leadership and culture topics very effectively.
The hosts are a dynamic, knowledgeable duo who bring practical, actionable insights.
Listeners appreciate the energy and real-world takeaways for agency growth and exit planning.
Guests are well-chosen and provide valuable industry perspectives.

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Talking Points

Recent interactions between the hosts and their guests.

#181 - How Better Agency Operations Increase Business Value w/ Jessica Yarbrough
Q: What does a typical engagement look like in Jessica's world?
It centers on an eight-week, structured program with weekly meetings, a developer-friendly curriculum, and customized plans to improve operations, culture, and ultimately valuation; there's also an option for special projects if the full engagement isn't feasible.
#190 - Navigating Working At My Family Agency w/ Michael Ley, CPIA
Q: What advice would you give someone facing a similar tough conversation?
Be direct and upfront, communicate openly, and pursue a plan while recognizing the emotional overhead; investigate opportunities rather than fear them.
#190 - Navigating Working At My Family Agency w/ Michael Ley, CPIA
Q: Which of those decisions was the hardest to make, would you say?
Leaving and coming to HawkSoft was the toughest, tied to balancing family legacy with a new direction and ensuring a clear succession and plan.
#178 - Why to Use a Broker for Your Sale w/ Legacy Advisors
Q: What does the typical sale process look like from evaluation to closing?
Start with a range of what a buyer would pay, educate the owner about the process, then conduct a competitive process across multiple buyers to obtain best offers and a smooth transition plan.
#177 - What Happens After the Deal Closes? The Real Work of Agency Mergers w/ Anne Baum
Q: How soon should a merger-related culture dialogue happen after close, and what does timing look like?
The hosts emphasize having a culture-focused meeting as soon as possible after close to set expectations, followed by ongoing leadership-led communication and actions to reinforce the vision.

Audience Metrics

Listeners, social reach, demographics and more for this podcast.

Listeners per Episode
Gender Skew
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Professions
Age Range
Household Income
Social Media Reach

Frequently Asked Questions About Business Refocused

What is Business Refocused about and what kind of topics does it cover?

The conversation focuses on practical, data-driven growth and transition strategies for owner-managed businesses that are navigating change—be it growth, mergers, ownership transfers, or shifts in operations. Episodes frequently explore agency valuations, the role of brokers or fractional CFOs, post-deal integration, and building scalable sales cultures, often guided by real-world anecdotes from legacy advisors, agency founders, and leadership experts. A standout theme is the balance between financial discipline, culture, and leadership when scaling or exiting, with guests ranging from M&A professionals to founders of mentorship programs like Launchpad. Listeners can expect actionable frameworks, checklists, and insider perspectives on maxi... more

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Which podcasts are similar to Business Refocused?

These podcasts share a similar audience with Business Refocused:

1. The Scratch Agency Podcast
2. Scale Your Insurance Agency | Hosted by Mike Stromsoe
3. Agency Intelligence: The Insurance Podcast Network
4. The Insurance Perspectives Podcast
5. The Insurance Guys Podcast

How many episodes of Business Refocused are there?

Business Refocused launched 4 years ago and published 192 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.

How do I contact Business Refocused?

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What guests have appeared on Business Refocused?

Recent guests on Business Refocused include:

1. Michael Ley
2. Kirk Chester
3. Jessica Yarbrough
4. Mike Almberg
5. Max Olson
6. Anne Baum
7. Patrick McClure
8. Beth DeLaForest

To view more recent guests and their details, simply upgrade your Rephonic account. You'll also get access to a typical guest profile to help you decide if the show is worth pitching.

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