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Mergers and Acquisitions Portal



This Mergers and Acquisitions Portal provides resources including videos, checklists, magazine articles and other tools to help you understand your options or just understand the topic in a more useful way.

Agency Mergers and Acquisitions

America's Benefit Specialist Articles:

Video Series - this video series will touch base on all aspects of selling your business.  Including, preparing to sell, retiring considerations, next steps and more.

* The 14 Building Blocks of Agency Value - this particular video is one of the strongest M&A tools for members.

M&A Video Series


NABIP's Broker to Broker (B2B) tool is acquiring the wisdom gained from others who have already trod the path before you. This online real-time Mergers & Acquisitions group allows you to ask questions of your fellow NABIP members in the Mergers & Acquisitions space. Whatever situation one encounters, B2B is the go-to place for professional guidance. 

Need Help?

Rosen AdvisoryBrett Rosen is a trusted advisor to business owners seeking to value their business, determine an M&A strategy, create financial security and write their next chapter.

Client Mergers & Acquisitions

M&A Client Checklist

America's Benefit Specialist Article

More Resources

M&A Minute