M&A Advisory Services
Trusted. Experienced. Conflict Free.
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.
M&A Advisory Services
Trusted. Experienced. Conflict Free.
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.
A Boutique Firm with a Personal Approach
You have taken the risks, made the sacrifices and worked tirelessly to build your business.
We help owners maximize financial outcomes, while always ensuring that the non-financial aspects of a transaction, such as the potential impact on your team and customers, are also fully understood and considered.
Most owners will execute a transaction once in their lifetime. Going it alone is a risky and unnecessary way to proceed. Make sure you get the experience, resources and support you need to move forward in your business and life journey with clarity and confidence.
If you would like a complimentary business valuation, or want to learn more about our services, please contact us.
As owners of a multi-generational business with my family name on the door, selling our business was much more than a financial transaction for me and my partners.
Brett did a fantastic job helping our ownership team define our objectives, and ensuring we stayed focused on achieving those objectives during the sale process.
The result was that we were able to find a buyer that met the needs of the ownership team, our employees and customers.
— Lenny Katz, Former Managing Partner, Katz/Pierz
We met Brett when we were close to a deal on the sale of our firm to a long-time suitor.
After speaking with Brett, we realized hiring an M&A professional was an important step to ensure we maximize this one time opportunity to get a deal right. We took a step back, hired Rosen Advisory, and gained new insights about the market.
The end result was that we found a purchaser we believed was a closer fit with our culture, and with a superior financial outcome to what we would have achieved on our own.
— Jason Weinland, Founder, jweinland Group Benefits
Because going it alone is risky and unnecessary.
Request a 30-minute agency valuation consultation
Watch a recording of our webinar to learn about the fundamentals of building agency value.
Watch a recording of our webinar to learn about the fundamentlas of building agency value.
Rosen Advisory is a NABIP Alliance Partner. If you are a NABIP member, contact us to learn more about NABIP member benefits.
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