Proven Strategies to Accelerate Growth

We help owners of small- to mid-sized B2B services firms drive profitable growth now — and command significantly higher valuations when they decide to sell.

For many firms, growth comes through “R&R” — reputation and referral. It’s a solid foundation, but it rarely leads to out-sized results. In contrast, owners who implement intentional, focused strategies significantly outpace their peers and competitors in terms of growing the business.

In 20 years as an M&A advisor and buyer, founder Brett Rosen has analyzed over 70 businesses. He understands what strategies enable firms to grow in ways that generate exponentially higher valuations when ownership sells.

Rosen Advisory has distilled this experience into proven strategies that firms have used time and time again to reach their full potential.

Capture Untapped Opportunities

With our strategies, you can take advantage of opportunities beyond your firm’s current capabilities, enabling you to grow in ways you didn’t realize were possible.

Get to Market Fast

Our strategies can be tailored to your firm’s unique situation, and several can be implemented through curated, vetted partner firms. This makes them easy and cost effective to put in place, so you can start reaping the benefits quickly.

Achieve Outsized Results

By leveraging partners with critical expertise, several of our strategies allow you to grow your business without adding a lot of overhead, driving growth in both revenue and EBITDA and producing outsized results.

Lead Generation

We provide strategies and external resources to identify, reach, and convert leads using best practices tailored to each firm’s goal and resources.

Cross-Selling

We offer strategies that utilize vetted partners to help firms cross-sell high growth and profit areas such as ancillary coverages and executive benefits.

Up-Selling

For firms looking to move upmarket and win larger clients, we provide access to strategies and partnerships that enable them to offer self-funding and captive options that are beyond the capabilities of many of their competitors.

To learn more about the proven strategies other firms have used to grow and how they can help you, contact us.