Insurtech Building Blocs
Insurtech Building Blocs
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The M&A Playbook: Key Steps for a Successful Agency Sale with Brett Rosen
38 minutes Posted Mar 5, 2025 at 10:00 am.
The Unexpected Deal: A Ghosting Story
Brett Rosen's Journey: From Buyer to Seller Advocate
Navigating the M&A Landscape: The Role of Advisors
Understanding Seller Objectives: More Than Just Money
Deal Structures: Earn-Outs and Owner Engagement
Valuation Factors: What Makes a Business Extraordinary?
The Exponential Growth of Business Value
Understanding Business Valuation Factors
The Importance of Organized Financials
Mindset Shift: Producer vs. Business Owner
Navigating the Selling Process
Future Insights and Networking Opportunities
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Show notes
In this episode of the Insurtech Building Blocs Podcast, host Cory Schmidt interviews Brett Rosen, a seasoned M&A advisor with Rosen Advisory. They discuss Brett's unique experiences in the deal process, his transition from the buy side to the sell side, and the importance of understanding seller objectives. Brett shares insights on valuation factors, the significance of organized financials, and the typical timeline for selling an agency. The conversation emphasizes the need for sellers ...