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
#167 – Walking Away Happy w/ Matt Naimoli
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The agency owners who walk away from a sale feeling good aren't the ones who got lucky — they're the ones who prepared. In the final episode of this series, Carey and Matt talk about fixing problems before they become deal killers, how to know what kind of seller you are, and why the question of what comes next matters just as much as the closing number.
In this episode:
- How to fix valuation issues before you go to market
- The three seller personas — and why knowing yours changes everything
- What a competitive process does that a direct negotiation can't
- Why so many owners hesitate to pull the trigger (and what to do about it)
- How to make a decision you won't regret two years later
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Follow AgencyFocus for more conversations that help agency owners build clarity, confidence, and long-term value. Learn more at https://agency-focus.com/
Show previously named Insurance Refocused
