(404) 992-5541 brett@rosenadvisory.com

A Better Way

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 financial services firms.

I experienced first-hand that owner-sellers, whether served by an advisor or representing themselves, were not maximizing financial value, not asking the right questions, and missing out on unique opportunities they were never made aware of.

I knew there was a better way for owners to fully realize the value of the business they worked so hard to build. I formed Rosen Advisory to provide them with the experienced, trusted, and conflict-free guidance they needed.

Switching from buy side to seller advisor and serving owners with my unique experience and expertise has been profoundly gratifying. I love helping owners who have put their life into their business get all the value they deserve. I put my name on the door to reflect my commitment to you to bring an exceptional, personal level of service and care that is unique in the industry.

If you are looking for the best way to write your next chapter, create financial security, and strengthen your legacy, I’d love to speak with you.


From Our Clients

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 harderand Rosen Advisory excelled in assuring we found the right partner for our style and needs.

— R. Collier, Owner

CEO, Total Employee Benefits

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.

— L. Katz, Managing Partner

Former Managing Partner, Katz/Pierz

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.

— J. Weinland, Founder

Founder, jweinland Group Benefits

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.