(404) 992-5541 brett@rosenadvisory.com

Custom M&A Services and Growth Strategies

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 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 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