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Creating Exceptional Value for Owners and Their Teams

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M&A Services and Growth Strategies

Business Owners

Our mission is to make your financial dreams a reality while ensuring the greatest of care for your team and your clients.  We provide an end-to-end concierge service to help you build your company value, ensure M&A preparedness and execute a transaction with the peace of mind that you are getting all the value you have earned. 

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Benefits Solution Providers

If you want to make even the most audacious sales goal a reality, that is a challenge that excites us. We work with an exclusive set of industry solution providers to accelerate their sales results via the employee benefits broker/consultant channel.  If you want to maximize growth, let’s talk and explore the possibilities. 

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A Boutique Firm with a Personal Approach

You have taken the risks, made the sacrifices and worked tirelessly to build your business. 

We help owners maximize financial outcomes, while always ensuring that the non-financial aspects of a transaction, such as the potential impact on your team and customers, are also fully understood and considered. 

Most owners will execute a transaction once in their lifetime. Going it alone is a risky and unnecessary way to proceed. Make sure you get the experience, resources and support you need to move forward in your business and life journey with clarity and confidence. 

If you would like a complementary business valuation, or want to learn more about our services, please contact us. 

Brett Rosen

Because going it alone is risky and unnecessary.

Request a 30-minute agency valuation consultation

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FAQ

Do I need an Advisor?

Brett Rosen started his practice after spending over a decade buying businesses, most of which did not use an advisor in their sale. He saw, firsthand, mistakes that were made and countless ways he could have been of help to the sellers. 

Selling your business is a complex, emotional endeavor with major financial implications. 

Even owners who have planned, done research and think they “have it covered” simply don’t know what they don’t know. 

As one of Rosen Advisory’s clients recently shared, “I can’t even believe I considered selling my business without an advisor. While the time savings alone made it worth the investment, the insights and support you provided along the way were invaluable.”

Whether or not Rosen Advisory is the right fit, an expert who helps owners on a full-time basis is prudent with so much at stake.

Rosen Advisory Advantages

We are a boutique firm with a highly personal approach. We never work with a client we do not think we are the best choice for, we’d simply refer to you another expert we trust. 

For the firms that are a fit, our detailed road map and tools make a complex endeavor simple and straightforward, saving you countless hours, removing guesswork and reducing stress.  We will: 

  • Gain a deep understanding of your objectives
  • Help you understand a wide range of potential buyers and options
  • Build an easy-to-use matrix to match buyers to your objectives
  • Ensure your financials are in order and set up to clearly communicate to candidates
  • Leave no stone unturned to maximize the financial value of your firm, but always in the context of your overall objectives
  • 24/7 attention and availability to the clients we serve
Who We Serve
  • Full-service insurance agencies (P&C, Benefits) 
  • Employee Benefits firms
  • Retirement and Wealth Management practices
  • Human Resource consulting firms 
  • HR and Benefits Technology companies
Rosen Advisory Values
  • Trust
  • Listening
  • Partnership
  • Holistic Solutions
  • Financial Excellence
  • Win-Win Outcomes

By the Numbers

Years of Experience

Equity Value Creation

Transactions

“Brett’s experience, advice and sincere interest in helping me achieve my goals made all the difference. I highly recommend any business owner speak with Brett and Rosen Advisory” – George R.

Rosen Advisory is a NAHU Alliance Partner.  If you are a NAHU member, contact us to learn more about NAHU member benefits.