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Artwork for Business Refocused
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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

PublishesWeeklyEpisodes167Founded3 years ago
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BusinessEntrepreneurshipManagement

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Artwork for Business Refocused

Latest Episodes

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 contracts, lea... more

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 family ... more

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 — and why... more

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 insights from... more

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Recent Guests

Adam DeLaForest
Guest, valuations expert at AgencyFocus
AgencyFocus
Episode: #163 - It's Not Always About Size w/ Adam DeLaForest
Steve Heroux
Sales leadership expert; The Sales Collective founder
The Sales Collective
Episode: #161 - Hire Better Producers w/ Steve Heroux
Lisa Melroy
Fractional CFO, CPA with 30 years in financial services
AgencyFocus
Episode: #160 - No Crying In Budgeting w/ Lisa Melroy
Laurie Barkman
Founder of AgencyFocus, author, advisor on business transition
AgencyFocus
Episode: #159 - Who Should Own Your Agency After You w/ Laurie Barkman
Keith Mangini
InsurBank commercial team leader
InsurBank
Episode: #158 - Interest Rates and Agency M&A in 2026 w/ Scott Freiday & Keith Mangini
Scott Freiday
InsurBank division director
InsurBank
Episode: #158 - Interest Rates and Agency M&A in 2026 w/ Scott Freiday & Keith Mangini
Tony Lew
Founder of InsurTech New York
InsurTech New York
Episode: #157 - How InsurTech Is Changing Independent Agencies w/ Tony Lew
Jeff Arnold
Insurance industry entrepreneur and acquirer
RightSure (founder)
Episode: #154 - The Mindset Behind Successful Acquisitions w/ Jeff Arnold
Larry Linne
Founder of InCite Performance Group; author on leadership and business execution
InCite Performance Group
Episode: #153 - Being a Student of Business w/ Larry Linne

Hosts

Carey Wallace
Lindsay Wallace

Reviews

4.9 out of 5 stars from 55 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 Statesa year 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.

Many note the valuable perspective offered by the hosts, Carey and Lindsay, as they connect topics specific to the insurance sector to broader business challenges.
Overall, the podcast is well-regarded for bringing together diverse guests with relevant experience and knowledge.
Some feedback suggests a desire for deeper exploration of certain topics.
The chemistry between the hosts is often mentioned as a highlight, making the content engaging and relatable.
Listeners appreciate the actionable insights provided on navigating business transformations and growth strategies.

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Talking Points

Recent interactions between the hosts and their guests.

#151 - Selling My Oil & Propane Company w/ Matt Porter
Q: What led you to decide it was the right time to sell?
The combination of sustained high workload, the realization that growth would be difficult to sustain with the family's capacity, and the opportunity to leverage outside resources to maximize value all pointed toward selling as the prudent next step.
#150 - Transition From Fighter Pilot to Business Owner w/ Robert "Cujo" Teschner
Q: What was the turning point that made you shift from fighter pilot to entrepreneur?
A cancer diagnosis and the realization that his military-built leadership skills could transform civilian teams and small businesses, leading him to start coaching and eventually helping agencies with growth and succession.
#150 - Transition From Fighter Pilot to Business Owner w/ Robert "Cujo" Teschner
Q: Tell us who you are and how your background shaped what you do now.
Cujo describes his 20-year Air Force career, his transition after a cancer diagnosis, and how he leveraged military leadership principles to teach accountability and build high-performing teams in the business world.
#163 - It's Not Always About Size w/ Adam DeLaForest
Q: How does market conditions (hard vs soft market) affect valuation and planning?
Hard markets can boost revenue but also risk retention; soft markets can pressure revenue, making budgeting and forecasting even more critical to demonstrate stability and growth potential to buyers.
#163 - It's Not Always About Size w/ Adam DeLaForest
Q: What should an agency owner look at today to improve valuation and how often should they review it?
Focus on compensation structure, staffing efficiency, and a clear monthly financial routine with a yearly budget; have a plan and review it monthly so decisions are based on data rather than gut feeling.

Audience Metrics

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

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Frequently Asked Questions About Business Refocused

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

Centered around the intricacies of business growth and transformation, the discussions focus on various aspects such as strategic planning, operations, employee management, and financial analysis. With a unique ability to relate concepts from the insurance sector to broader business challenges, the hosts provide actionable insights for managing transitional periods like expansion, mergers, or ownership changes. Notably, the emphasis on data-driven decision-making, cultural fit, and communication within organizations sets it apart, making it a resourceful avenue for leaders looking to foster sustainable growth in any industry.

Where can I find podcast stats for Business Refocused?

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How many listeners does Business Refocused get?

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What are the audience demographics for Business Refocused?

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How many subscribers and views does Business Refocused have?

To see how many followers or subscribers Business Refocused has on Spotify and other platforms such as Castbox and Podcast Addict, simply upgrade your account. You'll also find viewership figures for their YouTube channel if they have one.

How many episodes of Business Refocused are there?

Business Refocused launched 3 years ago and published 167 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?

Our systems regularly scour the web to find email addresses and social media links for this podcast. We scanned the web and collated all of the contact information that we could find in our podcast database. But in the unlikely event that you can't find what you're looking for, our concierge service lets you request our research team to source better contacts for you.

Where can I see ratings and reviews for Business Refocused?

Rephonic pulls ratings and reviews for Business Refocused from multiple sources, including Spotify, Apple Podcasts, Castbox, and Podcast Addict.

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How do I access podcast episode transcripts for Business Refocused?

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What guests have appeared on Business Refocused?

Recent guests on Business Refocused include:

1. Adam DeLaForest
2. Steve Heroux
3. Lisa Melroy
4. Laurie Barkman
5. Keith Mangini
6. Scott Freiday
7. Tony Lew
8. Jeff Arnold

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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