Carey Wallace

Carey Wallace, a financial and M&A expert in insurance agency valuations, joins the discussion to unravel the complexities of the current M&A landscape. He emphasizes that agency valuations go beyond just revenue, highlighting risk factors and market timing. The conversation stresses the need for due diligence, the pitfalls of emotional decision-making, and the importance of culture fit in acquisitions. Carey also shares insights on growing an agency's value and why tracking EBITDA matters—even for those not planning to sell.