180: Red Flags To Avoid When Buying Or Selling An Insurance Agency with Carey Wallace

What's in this episode:- Growing by acquisition- Building a transition plan- Maximizing your agency- Finding the right fit- Working with people who understand your business- What does a healthy agency look like?About Carey:Carey Wallace started her career in a technology startup and found her way into the insurance industry like many others have – by chance. She fell in love with the people, the entrepreneurial spirit, and the insurance industry. While working for the Ohio Insurance Agents Association, Carey created valuation and consulting services as well as built and led the first data-analytics company solely focused on independent insurance agencies. She is incredibly passionate about helping agency owners leverage data to grow and thrive in the changing insurance marketplace. Over the past 14 years, Carey has worked with hundreds of agencies helping them understand their agency’s value and turn that knowledge into an actionable plan for their agency’s future. Carey has a Finance degree from West Virginia University and provides a variety of consulting services through the company she founded, Agency Focus, LLC.Contact Carey:Website: agency-focus.comLinkedIn: Carey Wallace Podcast: Insurance RefocusedCatch the full video of this conversation: https://youtu.be/MKYYnc5y7Fc6 Figure Life Insurance Producer Course: https://www.weaversa.com/6figurelife$500 OFF Coupon Code: BUZZText BUZZ to (816) 727-7610 to connect directly with us and share your favorites from the episode or learn more about upcoming events and challenges happening in our industryJoin Weaver Sales Academy: https://www.weaversa.com/Follow Michael & Courtney on social media:Facebook: https://www.facebook.com/mandcweaverInstagram: https://www.instagram.com/mandcweaver/Youtube: https://youtu.be/MKYYnc5y7FcMichael LinkedIn: https://www.linkedin.com/in/michael-weaver-a2940095Courtney LinkedIn:  https://www.linkedin.com/in/courtney-weaver-4b8139a0/