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Agency Mergers & 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 done earlier this year is one of the strongest M&A tools for members.  Click the button below to access this video.

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 - We have partners who can help you through all of this.

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.

 While I love creating exciting financial outcomes for owners, I am not “a banker” and don’t just run searches for the highest bidder. My value to owners is an approach that enables them to find the best cultural, strategic, and operational fit – while still optimizing purchase price and terms.

When business owners sell, it is more of a beginning than an end. I work with you to create an ideal future for you, your team and your clients.