Brett Rosen

XP Health is a digital-first vision platform focused on eye exams and eyewear that uses customer-centric design and technology to be more affordable, accessible, and provide a better member experience. XP Health was founded to combat the often confusing, expensive, and frustrating experiences common with vision insurance. The company was named to Fast Company’s list of “The Worlds Most Innovative Companies,” and in 2022 expanded from 30 to 1500+ customers.

M&A | Growth Strategies | Consulting We help owners develop and execute strategies that maximize their business value. We specialize in providing top-tier M&A Advisory services to help owners maximize the value of their business. For business owners seeking to unlock the full potential of their firm through a merger or acquisition, we offer comprehensive education, guidance and support throughout the entire process. We will work with you to value your business, develop a strategic plan to increase equity value, identify and assess potential buyers, negotiate terms, and ultimately close the deal. Our commitment to personalized care and attention ensures that our clients receive the guidance and support they need to achieve their business objectives. Contact us today to learn more about how we can help you take your business to the next level. (404) 992-5541 brett@rosenadvisory.com rosenadvisory.com Who We Serve: Full-service insurance agencies (P&C, Benefits) Employee Benefits firms Retirement and Wealth Management practices Human Resource Consulting firms HR and Benefits Technology companies General Agencies / FMOs

XP Health is a digital-first vision platform focused on eye exams and eyewear that uses customer-centric design and technology to be more affordable, accessible, and provide a better member experience. XP Health was founded to combat the often confusing, expensive, and frustrating experiences common with vision insurance. The company was named to Fast Company’s list of “The Worlds Most Innovative Companies,” and in 2022 expanded from 30 to 1500+ customers.

OneDigital’s team of fierce advocates helps businesses and individuals achieve their aspirations of health, success and financial security. Our insurance, financial services and HR platform provide personalized, tech-enabled solutions for a contemporary work-life experience. Nationally recognized for our culture of caring, OneDigital’s teams enable employers and individuals to do their best work and live their best lives. More than 100,000 employers and millions of individuals rely on our teams for counsel and access to fully integrated worksite products and services and the retirement and wealth management advice provided through OneDigital Investment Advisors. Founded in 2000 and headquartered in Atlanta, OneDigital maintains offices in most major markets across the nation. OneDigital has received the Glassdoor Employees’ Choice Award for Best Places to Work in 2023. For more information, visit onedigital.com.

We exist to shape decisions for the better — to protect and enrich the lives of people around the world. Through actionable analytic insight, globally integrated Risk Capital and Human Capital expertise, and locally relevant solutions, our colleagues provide clients in over 120 countries with the clarity and confidence to make better risk and people decisions that help protect and grow their businesses.

Accenture helps the world’s leading enterprises reinvent by building their digital core and unleashing the power of AI to create value at speed for organizations across industries. Our strategy is to be the reinvention partner of choice for our clients and lead in the safe, widespread adoption of AI, and to be the most client-focused, AI-enabled, great place to work in the world. We bring together the talent of our approximately 786,000 people with proprietary assets and platforms, deep process and industry expertise, and leading ecosystem relationships to deliver end-to-end solutions and measurable outcomes at scale. Through our Reinvention Services, we offer broad expertise across Cybersecurity, Digital Core, Finance, Industry and Enterprise, Song, Supply Chain and Engineering, and Talent, with advanced capabilities in AI and Data, Industry and Process, and Technology. We serve approximately 9,000 clients and generated approximately $70 billion in FY25 revenue. Visit us at accenture.com. This LinkedIn company page is moderated. When engaging with Accenture, we encourage everyone to: - Use common courtesy and be respectful of others. - Create your own original content and avoid content that you know to be fraudulent. - Never repost someone elses copyrighted work, unless you have permission. - Never post personal, identifying, or confidential information. We reserve the right to delete comments or posts we deem to be: - Profane, obscene, inappropriate, offensive, abusive material. - Spam, repeated comments and commercial messages and personal advertisements. - Discriminatory or that contain hateful speech of any kind regarding age, gender, race, religion, nationality, sexual orientation, gender identity or disability. - Threats; personal attacks; abusive, defamatory, derogatory, or inflammatory language; or stalking or harassment of any individual, entity or organization. - False, inaccurate, libelous, or otherwise misleading in any way.