Our Services
Agency Owners
Get all the value you deserve
- Business Valuation – set your baseline
- Strategic planning with a focus on increasing equity value
- Creating M&A partner criteria
- Marketing your firm to potential partners
- Negotiation of price and terms
- Advisory throughout the diligence and closing process
Connect with ideal clients
Rosen Advisory has relationships with a cultivated group of employee benefits brokers and consultants who are seeking exceptional, innovative products and services to deliver to their clients. If you would like to tap into this network, contact us for more information or to assess the fit.
Benefits Solutions Providers
