AgencyFocus & Business Refocused
We help independent insurance agencies take control of their financial future. On this channel, you’ll find educational videos, expert interviews, and strategic insights designed to help agency leaders make confident business decisions.
From our podcast Business Refocused to deep dives on valuation, M&A, and financial performance, everything we share is rooted in real-world experience helping businesses grow, transition, and thrive.
🔧 Our 6 Core Solutions:
Agency Valuation
CFO Services
Benchmarking
Buying & Selling Agencies
TechOps Consulting
Perpetuation Planning
If you're an independent agency owner, operator, or emerging leader, this is the place to learn how to build a stronger business—one confident decision at a time.
#149 - Lessons from a Serial Entrepreneur w/ Alan Ringvald
#149 - Lessons from a Serial Entrepreneur w/ Alan Ringvald
Understanding Your Financial Statements
#148 - Solving the Underwriting Bottleneck w/ Trace Meek
#148 - Solving the Underwriting Bottleneck w/ Trace Meek
Minimizing the Risk Inside Your Agency
Are Financial Blind Spots Costing You Growth
#147 - Running The Business Abroad w/ Jay Mueller
#147 - Running The Business Abroad w/ Jay Mueller
What's the Deal with Multiples?
Planning for the Eventual Transition of Your Agency
Building a Solid Producer Compensation Plan
#146 - How to Choose the Right Buyer w/ Raghav Tanna
Building a Budget That Gets Used | Financial Game Plan for 2025 Series
#146 - How to Choose the Right Buyer w/ Raghav Tanna
Using Your Valuation as a Business Planning Tool
Valuation Drivers
State of Insurance in the M&A Marketplace
Redefining Your Team - The Power of VAs, Bots, and Automation
KPI’s Metrics Every Agency Owner Should Know
#145 - Year-End Tax Planning for Insurance Agencies w/ David Foate
#145 - Year-End Tax Planning for Insurance Agencies w/ David Foate
The Differences in M&A: Accounting vs Insurance M&A w/ Aaron Stocks
#144 - Why Every Agency Owner Needs a Mastermind Group
#143 - The Differences in M&A: Accounting vs Insurance M&A w/ Aaron Stocks
Making Sense of Agency Financials: How to Read Documents, Measure Performance & Boost Profitability
#142 - Doubling Your Independent Insurance Agency's Value in Three Years
What to Know Before Buying an Agency (Carey & Hawksoft)
#140 - Why Transferability Defines Your Agency’s Value w/ Monica Adwani
#140 - Why Transferability Defines Your Agency’s Value w/ Monica Adwani