A Better Way
Like you, I am a business owner.
I work as a trusted advisor with business owners seeking to write their next chapter, create financial security and strengthen their legacy. I put my name on the door to reflect the personal level of service and care brings to our clients.
I sat on the buyer’s side for 17 years with one of the most prolific acquirers in the insurance business, OneDigital. Building and executing an M&A strategy for one of the nation’s leading agencies provided insights that are invaluable to sellers.
I love creating exciting outcomes, but I am not a banker and don’t just run searches for the highest bidder. My value to owners is an approach that enables them to find the best cultural, strategic, and operational fit – while still optimizing purchase price and terms.
When business owners sell, it is a beginning end. We work with you to create an ideal future for you, your team and your clients.
Personally, I enjoy traveling and spending time with my wife Laura and our 3 kids, Alaina, Katie and Luke. While I have been in Atlanta for 20+ years I am originally from Buffalo, NY, and remain an avid Buffalo Bills and Sabres fan.
“Brett’s experience, advice and sincere interest in helping me achieve my goals made all the difference. I highly recommend any business owner speak with Brett and Rosen Advisory”
“Brett’s experience, advice and sincere interest in helping me achieve my goals made all the difference. I highly recommend any business owner speak with Brett and Rosen Advisory”
“Brett’s experience, advice and sincere interest in helping me achieve my goals made all the difference. I highly recommend any business owner speak with Brett and Rosen Advisory”
Creating Celebrations
Selling your business is one of the most exciting events of your career. We are here to guide and support you every step of the way as you work toward this momentous occasion