Our mission is to make your financial dreams a reality, while ensuring the greatest of care for your team and your clients. Turn to us to help you build your company value, and execute a transaction with peace of mind that you are getting all the value you have earned.
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 make even the most audacious sales goal a reality, let's talk and explore the possibilities.
I have tremendous respect and appreciation for entrepreneurs who have taken the risks, made the sacrifices and built a meaningful business to the benefit of their family, employees and customers.
You deserve to maximize the financial value of your for the years of hard work you have put into your business. You also need to ensure that non-financial aspects of a transaction are fully understood, considered and reflected in the terms.
I will make sure you get the experience, resources and support you need to move forward in your business and life journey with clarity and confidence.
Before starting my seller-focused practice, I sat on buyer's side of the table for 10 years with one of the most prolific acquirers in the insurance business, OneDigital. I have had the pleasure of leading over 50 M&A deals, helping business owners write their next chapter, create financial security and support their legacy.
I treasure helping business owners and perhaps I can be of help to you. If you want to learn more about Rosen Advisory and explore possibilities, I welcome the conversation.