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Agency/Broker Valuations

Carey C Wallace

Over the past 2 decades, Carey has worked with hundreds of independent insurance agencies helping them understand their agency’s value and turn that knowledge into an actionable plan for their future. She is a Certified Exit Planning Advisor, CEPA, and provides a variety of business consulting services including valuation, perpetuation planning services, acquisition support,  financial…

Colby Allen

Introduction and Experience My name is Colby Allen and serve as VP of Consulting and Valuations with Agency Brokerage Consultants. To date I’m a published industry expert and thought leader on Insurance Agency Valuation and M&A Advisory. Since starting my career in the industry have collected 13 years of experience in finance, operations, analytics, and project…

Dr. Brenda Powell Wells

Brenda Powell Wells holds both a Bachelor of Business Administration and a Ph.D. in Risk Management and Insurance from the University of Georgia.  She holds the Chartered Property and Casualty Underwriter (CPCU), Accredited Advisor of Insurance (AAI) and Construction Risk Insurance Specialist (CRIS) designations.  She also holds a graduate certificate in Business Analytics from East…

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