Join us February 21st for a virtual presentation with Brett Rosen of Rosen Advisory.

3 Important Takeaways:

1. Understand how buyers value agencies
2. Hear an update on market conditions for sellers
3. Gain confidence in your business plan via M&A knowledge

About Brett Rosen

Brett Rosen in the founder of Rosen Advisory, a boutique firm that helps agency owners maximize the value of their business, at all stages of their business lifecycle. Brett will ensure you understand the current value of your business, help you build a plan to increase business value, prepare your firm to sell, and when the timing is right, guide you through an M&A process.

Brett founded the firm after 17 years with OneDigital, a top where he led over 50 acquisitions and the creation of over 100 strategic partnerships.  When on the buyer side he was known for having his heart with the owners in the process, respecting “deals” were far more than a business transaction to the sellers.  This mindset made Brett a natural fit to evolve his career toward the buyer’s side of the table, where his extensive buy side experience is now invaluable to sellers. 

Brett prides himself on gaining a deep understanding of the goals and objectives of business owners, challenging them to think deeply about their ideal next chapter whether that be in retirement or as part of a new organization. His firm ensures no stone is unturned to maximize the value of the business you work so hard to build, while never losing sight of the non-financial considerations. 

How is NABIP collaborating with Rosen Advisory?

Rosen Advisory will provide any NAHU Agency Owner with a free business valuation and consultation.  As part of this process Rosen Advisory may make a proposal for additional work or can help you get the right resources if you have unique needs or needs not in their area of expertise. His firm shares some of the fees back to NABIP.  To get in touch with Rosen Advisory visit www.rosenadvisory.com.