In this episode, Carey and Lindsay sit down with Mike Wagar from Westfield Bank to talk about what goes into buying an agency from a banker&apos;s perspective, how agencies are positioning themselves for success, and what a couple of the different options are. ///////////// 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>

#40 - M&A is a Bullet Point on the Journey w/ Keith Savino

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;