What Every Agency Owner Needs to Know About Financials in 2026 | Carey Wallace | TWM S3 E02

This week I'm joined by Carey Wallace, founder of Agency Focus and one of the most trusted advisors in the independent insurance agency space.We talked about the part of the business most owners avoid. The valuation. The P&L. The benchmarks. The honest conversation about what your agency is actually worth and what's quietly hurting that number.In this episode:→ Why 83% of independent agencies in the U.S. are under $1.25M in revenue and why that matters → The trap of comparing your agency to a headline sale price → Why you need 3 to 5 years of runway before a sale to actually move the number → The shift from transactional to advisory and why AI is going to force this conversation → My own 14-month acquisition story and what it taught me about my own blind spotsIf you're building an agency, leading one, or thinking about your next phase, this one is for you.Connect with me: Instagram → @monicaadwani LinkedIn → Monica Adwani#TranscendWithM #Season3 #WomenInInsurance #InsurancePodcast