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The story of our industry over the last decade has been one of mergers and acquisitions. The ACA has propelled new levels of activity as benefit advisors are leaving the industry and selling their practices. This episode’s guest is in the middle of the action, and here to share his expertise and opinions on the advantages some firms have found by becoming part of a larger organization.

Brett Rosen is the Executive Vice President of Mergers & Acquisitions at One Digital, formerly Digital Benefit Advisors. In this interview, we discuss the most important things driving the M&A wave and how advisors are finding opportunities to join forces with other practices to create new practice models that deliver incredible value to their clients.

Later, we lay out the steps that agencies and their owners can take to prepare for merging, and why being acquired might be a good future strategy. Equally important, we also consider the view of larger firms and what they consider when they are buying another business.

What You’ll Learn From this Episode:

  • What is driving the recent uptick in M&A activity.
  • How PPACA has impacted the process.
  • The advantages that come along with a merger.
  • What agencies can do right now to prepare for a future merger or acquisition.
  • What purchasers look for when buying a practice.

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Listen to the Full Interview:

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ShiftShapersCoverArt

Merger and acquisition activity has increased dramatically. Fueled in part by new levels of ACA-induced complexity, some benefits advisors are selling their practices and leaving the business. Others are taking a different view and finding opportunities to join forces with other practices to create new practice models that deliver incredible value to their clients.

In this episode of The ShiftShapers podcast, we interview Brett Rosen, Executive Vice President of Mergers & Acquisitions at Digital Benefit Advisors. We begin our wide-ranging interview by exploring the most important things driving the M&A wave. Brett offers his expertise and opinions on the advantages some firms find by becoming a part of a larger organization.

Finally, we touch on the steps that agencies and their owners can take today if they think merging or being acquired might be a future strategy. We also discuss the other side of the equation: what to look for if you want to purchase another entity.

Complexity is going to continue to deepen as our industry undergoes transformative change. Learn how and why this strategy might help you to survive and thrive.

What You’ll Learn From This Episode:

  • The drivers in the recent uptick in M&A activity.
  • How PPACA has impacted the process.
  • The advantages to merging.
  • The steps agencies can take today if they think a merger or acquisition might make sense in the future.
  • What to look for if you want to be the a purchaser.

Featured On The Show:

Listen To The Full Interview:

This Episode is Sponsored by:

ProtectPlans250pw

Enjoy The Show?

Subscribe-with-iTunes-small Subscribe-with-Stitcher-small