Agency Valuation & Perpetuation
About AgencyFocus
Founded by Carey Wallace, AgencyFocus has a team of consultants serving independent agencies across the country. Our team brings data-driven approaches to valuation, financial strategy, and perpetuation planning. Please reach out to us when you’re ready to dive into your agency’s financial health.
AgencyFocus is a consulting firm that helps independent insurance agencies gain confidence in every financial decision. We turn complex financial data into clear, practical insights owners can act on. Because we are fee-only, we do not broker business, so our guidance stays focused entirely on what is best for your agency’s goals, whether that is growing, perpetuating, buying agencies, or selling your agency.
Maximizing Agency Value Through Financial Insights
AgencyFocus provides independent insurance agencies with the financial expertise and strategic guidance needed to make informed decisions at every stage of growth. Our services go beyond valuation. We help agencies understand their financials, plan for the future, and maximize value with confidence.
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.