(404) 992-5541 brett@rosenadvisory.com



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.

Ensuring M&A Preparedness

Keep Value Creation Front of Mind at All Stages of Your Businss Journey

> Understand your current market value

> Strategize on organic and acquisitive initiatives to  enhance your value

> Understand the components of how buyers value your business and your opportunities for improvement

> Stay informed about unique opportunities for mergers and partnerships

> Ensure “no surprises” when it is time to perpetuate your business

Selling Your Business

Leverage our experience and process to ensure you receive all the value you have earned.

>Make a highly informed decision as to the optimal timing and strategy

>Deep insights into all of your options and potential partners

>Communicate your company’s investment merits    while minimizing the buyers’ perceived investment   risks.

>Market insights to help you maximize purchase price and term.

>Continuous education, communication, and support through the closing

Who We Serve

Full-service insurance agencies (P&C, Benefits)

Employee Benefits firms

Retirement and Wealth Management practices

Human Resource Consulting firms

HR and Benefits Technology companies

General Agencies / FMOs