people reviewing information on tablet

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.
M&A Video Series

NAHU'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 NAHU 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 Advisory - Brett Rosen founded Rosen Advisory after 17 years with OneDigital, where he  led over 50 acquisitions. When on the buyer’s side Rosen was known for always having the  backs of owners he was recruiting, respecting “deals” were far more than a business transaction to sellers. This mindset made him a natural fit to evolve his career toward the buyer’s side of the table, where his extensive experience is now invaluable to agency owners looking to sell or align with a new partner. Rosen Advisory gains a deep understanding of your 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. No stone will be left unturned to maximize the value of the business you have worked so hard to build, without losing sight of the many non-financial considerations.