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

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

PublishesWeeklyEpisodes197Founded4 years ago
Number of ListenersCategories
EntrepreneurshipBusinessManagement

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Artwork for Business Refocused

Latest Episodes

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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Recent Guests

Chase Murdock
Founder of Patina Capital and CEO of Decada Group
Decada Group
Episode: #194 - Buy Businesses like an Investor w/ Chase Murdock
Cari Senefsky
Founder of Canary Insurance Group, specializes in professional liability and risk management for insurance agencies
Canary Insurance Group
Episode: #193 - E&O Tail Coverage and Insurance Agency M&A w/ Cari Senefsky
Dan Vander Kooi
CEO of Manna Insurance
Manna Insurance
Episode: #192 - Inside Agent Underground: Why Independent Agency Owners Grow Better Together w/ Dan Vander Kooi
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
Adam DeLaForest
Guest expert on agency valuation and retention
AgencyFocus (involved in discussion)
Episode: #188 - Do You Actually Know Your Agency’s Retention Rate? w/ Adam DeLaForest
Covington Carlson
Executive at Live Oak Bank, specializing in acquisitions lending for independent agencies
Live Oak Bank
Episode: #186 - How to Use Debt to Grow Your Insurance Agency Through Acquisition w/ Covington Carlson
Trey Siner
Former agency owner who sold his agency; guest on the episode
Unspecified in transcript
Episode: #185 - When Is Enough, Enough? How to Know When to Sell Your Insurance Agency w/ Trey Siner
Kyle Becker
Episode: #183 - How Benchmarking Drives Smarter Growth for Insurance Agencies w/ Kyle Becker

Hosts

Carey Wallace
Business growth and insurance agency strategy leader at AgencyFocus
Lindsay Sexton
Business growth and insurance agency strategy leader at AgencyFocus

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 States2 years 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.

Reviews highlight actionable guidance on agency growth, financial decisions, marketing, staffing, and ownership transitions.
Guests describe a comfortable, authentic interview environment, with hosts who ask useful questions and draw out practical insights.
Listeners appreciate the mix of industry experts and topics, though one review suggests the business focus could reach beyond insurance.
Listeners value the hosts' complementary perspectives, chemistry, and ability to make complex business and insurance topics approachable.

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Talking Points

Recent interactions between the hosts and their guests.

#195 - What KPI's Should I Be Looking At?
Q: Can you talk more about EE spread? What does that mean?
The episode does not provide a substantive explanation of the term; the discussion moves to how to classify new, renewed, and rewritten business.
#194 - Buy Businesses like an Investor w/ Chase Murdock
Q: Did that factor into the purchase of the accounting firm, and how did that factor in? ... Are there any industries that you're staying away from because the impact of AI is so unknown that it's difficult to really do that due diligence and say, yes, this is an industry I want to be in, given the impact of AI?
Murdock says AI will automate much bookkeeping work, but businesses can adapt by focusing on confidence in financial information, analysis, and advice. He also watches sectors such as SaaS, where valuations have fallen, and advises owners to consider what will become more valuable as AI spreads.
#194 - Buy Businesses like an Investor w/ Chase Murdock
Q: What are some of the common challenges with those companies as they near, the owner nears retirement that you found?
Murdock says many businesses lack transferable value because they depend too heavily on the owner. Buyers assess whether the business can operate after the seller leaves, which can determine whether it contributes meaningfully to the owner's retirement.
#183 - How Benchmarking Drives Smarter Growth for Insurance Agencies w/ Kyle Becker
Q: What was it like to go through the data conversion?
Kyle emphasizes it was extremely challenging and painful for about six months, with staff learning a new system, but essential to achieve a reliable set of numbers and meaningful insights.
#183 - How Benchmarking Drives Smarter Growth for Insurance Agencies w/ Kyle Becker
Q: Is there anything that stands out that you want to lead with?
Kyle discusses the value of benchmarking as a diagnostic tool, highlighting the pain of data conversions and the subsequent benefits of seeing true performance metrics, which then guides staffing, technology investments, and growth strategy.

Audience Metrics

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Frequently Asked Questions About Business Refocused

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

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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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 Guys Podcast
5. The Insurance Perspectives Podcast

How many episodes of Business Refocused are there?

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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What guests have appeared on Business Refocused?

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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