M&A Advisory Services
Trusted. Experienced. Conflict Free.
From crafting your aspirational exit strategy, to enhancing your business value, to executing a transaction with maximum financial results and peace of mind – we are here to serve.
M&A Advisory Services
Trusted. Experienced. Conflict Free.
From crafting your aspirational exit strategy, to enhancing your business value, to executing a transaction with maximum financial results and peace of mind – we are here to serve.
A Boutique Firm. A Personal Approach
You have taken the risks, made the sacrifices and worked tirelessly to build your business.
We help owners maximize financial outcomes, while always ensuring that the non-financial aspects of a transaction, such as the potential impact on your team and customers, are also fully understood and considered.
Most owners will execute a transaction once in their lifetime. Going it alone is a risky and unnecessary way to proceed. Make sure you get the experience, resources and support you need to move forward in your business and life journey with clarity and confidence.
If you would like a complimentary business valuation, or want to learn more about our services, please contact us.
Because going it alone is risky and unnecessary.
Request a 30-minute agency valuation consultation
Watch a recording of our webinar to learn about the fundamentals of building agency value.
Watch a recording of our webinar to learn about the fundamentlas of building agency value.
Rosen Advisory is a NABIP Alliance Partner. If you are a NABIP member, contact us to learn more about NABIP member benefits.
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