(404) 992-5541 brett@rosenadvisory.com

Rosen Advisory to Present M&A Education at NABIP’s National Convention

Brett Rosen, Principal of Rosen Advisory, will be presenting “Intentional Perpetuation” at NABIP’s National Conference being held June 24-28th in New Orleans as part of NABIP’s ongoing commitment to providing M&A education to NABIP members.

Brett will be leading two M&A focused sessions at the conference.

The first session is entitled “Intentional Perpetuation” and will help owners design their next chapter and ensure they get all the value they seek in a merger or sale.

Being intentional is the key to success in most business endeavors, and none more so than planning to perpetuate or sell your agency. In this session, Brett will cover three steps owners must embrace to achieve their optimal M&A/perpetuation outcome. First, Brett will review what he calls “5 Star Planning” as it relates to the perpetuation or sale of your business. Next, Brett will then outline all possible M&A options and help you better understand your “Owner Persona” so you can think about what is best for you. Thereafter, Brett will close the session with a discussion about maximizing your opportunity by avoiding common pitfalls that trip up many owners.

The second M&A session is a panel discussion with several accomplished buyers and sellers of agencies that will provide attendees with real life examples of how to succeed with M&A.

Brett will lead this discussion with Mark Gaunya, Partner, Borislow; Dan Mangus VP of Growth and Development, Senior Marketing Specialists; and Robert Tierney, Principal, OneDigital

This accomplished panel will provide agency owners with a 360-degree view of the M&A market, whether it is buying agencies, selling your agency, merging and other perpetuation options. All these topics, and more, will be discussed by these professionals who have been part of deals for decades.


About Rosen Advisory:

Rosen Advisory (www.rosenadvisory.com) is a leading M&A Advisory firm, representing employee benefits and insurance related owners on their M&A journey. Brett Rosen, Principal, has worked with hundreds of agency owners and been part of 65+ closed transactions in the space. With a holistic approach that considers owners, their teams and their clients, firms that work with Rosen are able to write their next chapter and execute a transaction with peace of mind.


About NABIP:

NABIP, the National Association of Benefits and Insurance Professionals, is a professional trade represents health insurance agents, brokers, consultants, and benefit professionals. NABIP’s primary goal is to promote ethical practices, education, and advocacy within the health insurance industry.

As a leading organization in the field, NABIP provides its members with valuable resources, networking opportunities, continuing education programs, and industry insights. It supports its members in staying updated with the latest trends, regulations, and best practices in health insurance.

NABIP also actively advocates for policy changes that impact the healthcare system. The association engages with legislators and regulatory bodies to ensure that the interests of its members and the clients they serve are well-represented. NAHU strives to shape healthcare policy in a way that supports affordable, accessible, and quality