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
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.
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.
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.