Our Services & Approach
Custom M&A Services and Growth Strategies
We help owners develop and execute strategies that maximize their business value
Ensuring
M&A Preparedness
Keep value creation front of mind at all stages of your business 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 terms
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
Other M&A advisors transact. We care.
M&A is a daunting topic for most business owners. You need to make critical financial decisions, understand the impact a merger or sale will have on careers and lives, and manage complexity at a stressful time.
Align with an expert you can trust to educate and guide you when it comes to your M&A needs.
“As a solo entrepreneur, the thought of finding a new business partner and becoming part of an expanded team was one of the most important decisions I would make for the next phase of my career. Brett was by my side every step of the way, advocating on my behalf, and leaving no stone unturned to ensure I found the right partner. I highly recommend Brett and Rosen Advisory’s M&A services.“
“As a solo entrepreneur, the thought of finding a new business partner and becoming part of an expanded team was one of the most important decisions I would make for the next phase of my career. Brett was by my side every step of the way, advocating on my behalf, and leaving no stone unturned to ensure I found the right partner. I highly recommend Brett and Rosen Advisory’s M&A services.“
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