A Boutique Firm. Personal Guidance
Crafting your aspirational exit strategy. Enhancing your business value. Executing a transaction with maximum financial results and peace of mind. We provide expert, personal guidance on your M&A journey.
You have taken the risks, made the sacrifices and worked tirelessly to build your business.
Not only do we help owners maximize financial outcomes, we ensure that the non-financial aspects of a transaction, such as the potential impact on your team and customers, are fully understood and considered.
Most owners will execute a transaction like this once in their lifetime. Going it alone is a risky and unnecessary Make sure you get the experience, resources and support you need to move forward in your business and life journey with clarity and confidence.
Contact us for a complimentary consultation and to learn more about our services.
April 14 – 16 2024 | Atlanta Georgia
Brett Rosen, a guest speaker, will be talking about
How to be a 5-Star M&A Planner
Free Webinar
April 13, 2023, 12:00 PM EST
10 Building Blocks of Agency Value Rosen Advisory
M&A | GROWTH STRATEGIES | CONSULTING
with
Rosen Advisory is a NABIP Alliance Partner. If you are a NABIP member, contact us to learn more about NABIP members benefits