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Agency Valuation, Perpetuation

Carey Wallace at Agency Focus is a resource for your agency!
 Agency Focus Website 

Schedule a chat with Carey 

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Why Agency Focus?

I'm passionate about helping independent agents understand their value and make informed decisions by leveraging the data and insights that we can uncover right inside their agency.  By providing hundreds of independent insurance agencies with the right insights, they have been  able to leverage that data, grow their businesses and thrive. 


Having worked with hundreds of independent insurance agencies for over 14 years, my focus is to help YOU grow your business. My focus is you - the independent agent.  


"You will not find a more passionate, knowledgeable and  talented partner than Carey to help you work on the health of your agency." Adam Augspurger, Steadfast Insurance Agency   

 

Check our education calendar for FREE member benefit webinars geared toward agency owners offered by Carey.

Link to the MIAA Calendar 

Jen Martin at Marsh Berry is also a resource for your agency!
Marsh Berry Website

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Jennifer Martin joined MarshBerry as an Associate in October 2019. As part of MarshBerry’s Financial Advisory team, Jennifer focuses on financial management consulting and valuation services, while also assisting senior level consultants on merger and acquisition (M&A) advisory.

Jennifer began her career at Bober, Markey, Fedorovich (BMF) where she worked on a variety of corporate audits, primarily focusing on middle-market, privately-held businesses. Jennifer then transitioned to BMF’s transaction advisory services team where she primarily focused on buy side financial due diligence projects for private equity groups.

She currently maintains the FINRA Securities Industry Essentials (SIE®) Exam, in addition to the Series 7, 79, and 63 FINRA Registrations through MarshBerry Capital, LLC, the affiliated FINRA-registered Broker/Dealer of Marsh, Berry & Co., LLC.

Jennifer holds a Bachelor of Science in Accounting from The University of Akron. She holds the Certified Public Accounting (CPA) designation and the Certified Fraud Examiner (CFE) designation.

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Check our education calendar for FREE member benefit webinars offered by Jen geared townard agency owners.  


Link to the MIAA Calendar