by RosenAdv | The M&A Minute
If you own a small to mid-sized employee benefits, financial services, or HR firm, chances are you’ve built something uniquely yours. But whether you’re planning to sell in the next year—or not for another decade—one of the most valuable things you can do is...
by RosenAdv | The M&A Minute
Pinnacle Brokerage Group* was a successful middle market employee benefits brokerage firm. Founder Josh Smith was 58, and like many owners at this stage, he was considering selling the firm so he could realize some of the proceeds from what he had built, gain access...
by RosenAdv | The M&A Minute
If you own a small- to mid-sized insurance, financial services, HR, or similar firm, you’ve likely thought about the future of your business and the possibility of selling some day. Whether you are years away from a sale or beginning to seriously explore your...
by RosenAdv | The M&A Minute
The Four Vs: Key Benefits of Using an M&A Advisor When Selling Your Business For many years, I sat on the buy side of the table as my organization acquired small companies in employee benefits, insurance, retirement, and HR. We recruited seller-owners directly,...
by RosenAdv | The M&A Minute
The process of due diligence in mergers and acquisitions is a critical phase of any transaction. It involves comprehensive research and analysis on the buyer’s part to thoroughly evaluate the target company, assess potential risks in the deal, and uncover aspects of...
