shutterstock whiteman holding tablet

Videos





  • Grow Your Agency - Grow Your Net Worth
    Are your business moves helping enhance your agency valuation and net worth?  In this webinar, Brett Rosen, principal at Rosen Advisory, discusses growth strategies and how these strategies translate into increased agency valuation.

     

  • Medicare Mergers & Acquisitions: The Realities of Selling Your Business (Part 1: Emotional Considerations) - In this three-part series, a panel of the most knowledgeable M&A minds in our industry - Brett Rosen, Dan Mangus, and Jennifer Borislow - review what you need to consider if you are selling your Medicare business! In the first section, the trio discuss the emotional aspects of selling your business and what you need to mentally prepare for when before, during and after the process.

  • Medicare Mergers & Acquisitions: The Realities of Selling Your Business (Part 2: Operational Considerations) - In this three-part series, a panel of the most knowledgeable M&A minds in our industry - Brett Rosen, Dan Mangus, and Jennifer Borislow - review what you need to consider if you are selling your Medicare business! In the second section, the trio discuss operational and organizational concerns, and what needs to be in order before you sell.

  • Medicare Mergers & Acquisitions: The Realities of Selling Your Business (Part 3: Financial Considerations) - In this three-part series, a panel of the most knowledgeable M&A minds in our industry - Brett Rosen, Dan Mangus, and Jennifer Borislow - review what you need to consider if you are selling your Medicare business! In the third and final section, the trio talk about what you should consider from a financial perspective as you are selling your business. Additionally, the three wrap up the trilogy of discussions with some final tidbits of advice. 

  • What I Wish I Knew Before I Sold: Tax, Budgeting, Planning, and the Shift from Owner to Employee -- Chuck Goldblum, founder and advisor at Hurley Capital, presents: "What I Wish I Knew Before I Sold," a presentation on what to consider before selling your agency and the benefits of adequate preparation. 

  • The 14 Building Blocks of Agency Value - Ever wonder how your firm is valued by agency buyers? After watching this webinar you will wonder no more as longtime mergers and acquisitions executive Brett Rosen, from the M&A firm Rosen Advisory, shares the 14 building blocks of agency value that drive their financial offers.



  • There is a Buyer for Every Size Book of Business - Building Your Agency to be Attractive to an Acquisition



  • Selling Your Agency When You are Retiring - Considerations & Differences Compared to Other Acquisitions



  • Preparing to Sell - It's Not Too Early to Start



  • Selling Your Agency - You've Decided Who - What Happens Next?



  • Growth, Prosperity, Differentiation and Acquisitions for 2020 and Beyond