Experienced, Trusted, and Conflict-Free M&A Guidance
We provide experienced, trusted, and conflict-free M&A advisory services to help business owners explore all the options available to fully realize the value in the business they’ve built and select the right one for them—financially, professionally, and personally.
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We provide a high level of personal service to owners. We listen closely to each owner to help determine what their ideal destination looks like in terms of fully realizing the value in the business they’ve built, taking into account their financial, professional, and personal goals.
![Sailing boat at calm open sea on a bright sunny day](https://rosenadvisory.com/wp-content/uploads/2024/04/AdobeStock_418762203-Rosen-Boat-Prow-scaled.jpeg)
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We guide owners on the best route to that destination. With years of experience working on the buy-side, we understand how buyers value businesses and the characteristics of various buyer types.
![Young man captain on the yacht looking through binoculars during sailing boat control. Travel and active life.](https://rosenadvisory.com/wp-content/uploads/2024/04/AdobeStock_620309285-Rosen-Captain-1-scaled.jpeg)
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This enables us to craft a strategy to maximize the value of each client’s business. Having worked for an agency, we understand the nuances of owning and operating one, so we work with owners to select a route that benefits everyone—owners, employees and clients.
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Throughout the journey, we function as a trusted partner to owners. We work hand-in-hand with them to navigate the entire process, from valuation to buyer review and selection to negotiation and closing. Because we don’t work for or accept gratuities from buy-side firms, our interests are perfectly aligned with our clients and our advice is completely conflict free.
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As a result, owners arrive at the right option at the right valuation at the right time and for the right reasons. And they begin writing the next chapter in their lives.
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