
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
| Publishes | Weekly | Episodes | 197 | Founded | 4 years ago |
|---|---|---|---|---|---|
| Number of Listeners | Categories | EntrepreneurshipBusinessManagement | |||

What’s the difference between a fair market valuation and a book of business valuation, and which does your insurance agency need?
In this Business Refocused coffee chat, Carey Wallace and Lindsay Sexton explain how agency size, operating expenses, ... more
Do you know what your agency’s numbers are telling you? In this episode of Insurance Refocused, Carey Wallace breaks down five essential KPIs every independent insurance agency should track to understand performance and guide growth.
From organic gr... more
In this episode of Business Refocused, Carey and Lindsay sit down with Chase Murdock, founder of Patina Capital and CEO of Decada Group, to talk about how investors evaluate small businesses and what makes a company worth buying.
Chase spends his ti... more
In this episode of Business Refocused, Carey and Lindsay sit down with Cari Senefsky of Canary Insurance Group to talk about a part of selling an agency that can easily get overlooked until the last minute.
When an agency sells, the financial side o... more
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Love this podcast!! Hope to listen to more and more
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.
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.
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 ?!
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!!
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Practical conversations about the financial, operational, and people decisions that shape business growth, ownership transitions, and long-term value. Carey Wallace and Lindsay Sexton host expert guests and occasionally work through topics themselves, combining industry experience with actionable guidance on valuation, acquisitions, financial metrics, technology, leadership, and team culture. The discussions are especially grounded in independent insurance agencies, while many themes, including succession planning, improving operations, and preparing a business for sale, apply to owners across industries.
Guests include agency owners, finance and insurance specialists, technology leaders, brokers, and consultants who bring firsthand experi... more
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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 Guys Podcast
5. The Insurance Perspectives Podcast
Business Refocused launched 4 years ago and published 197 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.
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Recent guests on Business Refocused include:
1. Chase Murdock
2. Cari Senefsky
3. Dan Vander Kooi
4. Michael Ley
5. Kirk Chester
6. Adam DeLaForest
7. Covington Carlson
8. Trey Siner
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