In this episode Carey and Lindsay sit down with Max Olson from Legacy Advisors to chat about his personal experience buying and selling agencies, and his experience helping others do the same. Mentioned in the show: <a href='https://www.amazon.com/How-Retire-Happy-Wild-Free/dp/096941949X/ref=asc_df_096941949X/?tag=hyprod-20&amp;linkCode=df0&amp;hvadid=312031138203&amp;hvpos=&amp;hvnetw=g&amp;hvrand=3897251945157339888&amp;hvpone=&amp;hvptwo=&amp;hvqmt=&amp;hvdev=c&amp;hvdvcmdl=&amp;hvlocint=&amp;hvlocphy=9010525&amp;hvtargid=pla-457715410310&amp;psc=1'>How to Retire Happy, Wild and Free</a><h1> </h1> ///////////// Agency Focus is the premier resource for agents to understand their agency&apos;s value, plan for a transition of ownership, and prepare for acquisitions. Learn more at <a href='https://agency-focus.com/%20'>https://agency-focus.com/ </a>

#27 - Automating Personal Lines w/ Elle Bunn Lappan

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.&nbsp;