About Us
A Better Way
Our combination of deep industry expertise and personal service results in an exceptional experience and unmatched value for our clients.
A Better Way
Our combination of deep industry expertise and personal service results in an exceptional experience and unmatched value for our clients.
Like you, I am a business owner.
I work as a trusted advisor to other business owners seeking to write their next chapter, create financial security and strengthen their legacy. I put my name on the door to reflect the personal level of service and care the firm brings to our clients.
Before starting my seller-focused practice, I sat on the buyer’s side of the table for 17 years with one of the most prolific acquirers in the insurance business, OneDigital. Building and executing an M&A strategy for one of the nation’s leading agencies provided insights that are invaluable to sellers.
I love creating exciting financial outcomes, but I am not a banker and don’t just run searches for the highest bidder. My value to owners is an approach that enables them to find the best cultural, strategic, and operational fit – while still optimizing purchase price and terms.
When business owners sell, it is more of a beginning than an end. We work with you to create an ideal future for you, your team and your clients.
Personally, I enjoy traveling and spending time with my wife Laura and our 3 kids, Alaina, Katie and Luke. While I have been in Atlanta for 20+ years I am originally from Buffalo, NY, and remain an avid Buffalo Bills and Sabres fan.
Years of Experience
Million+ Equity Value Creation
Transactions
Mixed media art created by Marlene Peradotto
Core Values
Core Values
Mutual Trust
Candor
Partnership
Value Creation
Win-Win Outcomes
“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”
“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”
Creating Celebrations.
Selling your business is one of the most exciting events of your career. We are here to support you every step of the way as you work toward this momentous occasion.
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