We provide experienced, trusted, and conflict-free 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.
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
Company Details
- Employees
- 6
- Founded
- -
- Address
- Atlanta, Ga, Us
- Industry
- Insurance
- NAICS
-
Insurance Carriers and Related ActivitiesAgencies, Brokerages, and Other Insurance Related Activities
- Website
- http://www.rosenadvisory.com
- HQ
- Atlanta, GA
Rosen Advisory Questions
Rosen Advisory's website is http://www.rosenadvisory.com
Rosen Advisory's LinkedIn profile is https://www.linkedin.com/company/rosen-advisory
Rosen Advisory has
6 employees.
View email and phone details for 6
employees at Rosen Advisory.
Rosen Advisory's industry is
Insurance
Rosen Advisory's top competitors are
Pevc Club At Fsu,
Skyway Capital Markets, Llc,
Hp,
Marshberry,
Coastal Wealth,
Securities Society,
Augcap,
Willow Partners,
Sigma Phi Epsilon - Florida Epsilon Chapter,
Tfa Capital Partners.
Rosen Advisory's categories are Insurance
Rosen Advisory's founding year is 2021
