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The Big Surprise in Meeting with an M&A Advisor
If you own a small- to mid-sized insurance, financial services, HR, or similar firm, you've likely...
Mastering M&A Due Diligence: Key Strategies for a Successful Transaction
The process of due diligence in mergers and acquisitions is a critical phase of any transaction....
Identifying Conflicts in M&A Advisory
M&A advisors play a critical role in facilitating transactions between buyers and sellers....
Four Reasons Sellers Need an M&A Advisor
The Four Vs: Key Benefits of Using an M&A Advisor When Selling Your Business For many years, I...
The Four Most Common Problems When Selling Your Business
Here are four common M&A challenges that companies may encounter post-acquisition. The good...
Rosen Advisory to Present M&A Education at NABIP’s National Convention
Brett Rosen, Principal of Rosen Advisory, will be presenting “Intentional Perpetuation” at NABIP’s...