Rosen Advisory

We provide experienced, trusted Growth Strategies and M&A Advisory Services to help business owners explore all the options available to fully realize the value in the business they’ve built and select the right one for them—financially, professionally, and personally. In addition to maximizing financial outcomes, we are uniquely qualified to ensure that the non-financial aspects of a transaction, such as the potential impact on employees and customers, are fully understood and considered. We work with owners to accurately value their business, develop a strategic plan to increase equity value, identify and assess potential buyers, negotiate terms, and ultimately close the deal. Most owners will execute a transaction once in their lifetime. Going it alone is risky and unnecessary. Our guidance ensures owners get the experience, resources, and support they need to move forward in their business and life journey with clarity and confidence. Our experience also gives us insights into what strategies enable firms to grow in ways that generate exponentially higher valuations when ownership sells. We leverage this experience to provide owners with guidance on proven growth strategies that firms have used time and time again to reach their full potential. 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