A Better Way
Like you, I am a business owner.
I work as a trusted advisor with 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 brings to our clients.
I sat on the buyer’s side 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 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 a beginning 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.
Brett Rosen was an exceptional guide as I explored who would be the right cultural fit for me and my team, my paramount concern in a transaction.
Getting the money right mattered, but getting people issues right is harder—and Rosen Advisory excelled in assuring we found the right partner for our style and needs.
As owners of a multi-generational business with my family name on the door, selling our business was much more than a financial transaction for me and my partners.
Brett did a fantastic job helping our ownership team define our objectives, and ensuring we stayed focused on achieving those objectives during the sale process.
The result was that we were able to find a buyer that met the needs of the ownership team, our employees and customers.
We met Brett when we were close to a deal on the sale of our firm to a long-time suitor.
After speaking with Brett, we realized hiring an M&A professional was an important step to ensure we maximize this one time opportunity to get a deal right. We took a step back, hired Rosen Advisory, and gained new insights about the market.
The end result was that we found a purchaser we believed was a closer fit with our culture, and with a superior financial outcome to what we would have achieved on our own.
Creating Celebrations
Selling your business is one of the most exciting events of your career. We are here to guide and support you every step of the way as you work toward this momentous occasion