Business Refocused
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 company built to last.
Show previously named Insurance Refocused, but changed to Business Refocused in November 2025. Business owners of all industries face the same challenges as independent insurance agencies.
Business Refocused
#165 – The Decisions That Matter When Selling Your Agency w/ Matt Naimoli
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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 or going to market. They break down the difference between a broker and a true advisor, why the fee question is the wrong place to start, and what it really takes to feel good about the outcome.
In this episode:
- Internal succession vs. external sale — the real trade-offs
- Why "broker" and "advisor" aren't the same thing
- How the advisory fee pays for itself (and then some)
- Why working with a sell-side only advisor matters more than you'd think
- What a good exit actually looks like beyond the wire transfer
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Show previously named Insurance Refocused
