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.
We leverage our deep expertise to ensure our clients are rewarded for these efforts. In addition to maximizing financial outcomes, we are uniquely qualified to 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 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 or to learn more about our services.
Events
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