Description

Most agency owners are great at insurance. The financial side? That's where things get fuzzy. Carey Wallace sits down with Matt Naimoli of Legacy Advisors to talk about what financial clarity actually looks like inside an independent agency — and why getting there changes everything from hiring decisions to long-term value. This is part one of a four-part series.

In this episode:

• Why most agency owners are making big decisions without the right financial picture
• What a fractional CFO actually does (and why "fractional" is the point)
• How to forecast staffing and growth before you need to
• Organic growth vs. acquisition — why doing both at once is harder than it sounds
• How debt, cash flow, and annual valuation connect to what your agency is worth

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Show previously named Insurance Refocused