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RoseBiz Inc

Mergers and Acquisitions for Technology Providers

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Why Us

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Our team, lead by Linda Rose, has the expertise, experience, and dedication to help you achieve your most profitable transaction. Get to know us better below.

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Linda Rose – Managing Partner

As the founder of four companies over her career, Linda Rose is a seasoned Consultant with more than 30 years of success across management consulting, cloud computing, SaaS, and financial services.

Leveraging her personal experience buying and selling her four companies (sold two for all cash), her past career as a CPA, and her knowledge as author of “Get Acquired for Millions: A Roadmap for Technology Service Providers to Maximize Company Value,” Linda offers guidance as a sell-side M&A advisor on preparing for the most important transaction of your life, your company sale. In her role as an advisor, she has been responsible for:

  • Providing multiple offers for her clients (as many as 12 signed offers for one client)
  • Creating over $100M+ in enterprise value for her clients
  • Increasing existing offers (signed LOIs) by 50%
  • A 95% or better close rate on all transactions she manages
  • Creating an in-depth course, Ready…Set…SELL, to help owners better understand, plan, and prepare to sell their company for the highest potential value

When she is not taking a company to market, writing, or speaking, she enjoys the great outdoors of Oregon, Southern California, and Kauai, either hiking, biking, skiing, or kayaking.

Katie Spokely – Project Manager/Marketing Director

Through Katie’s 6+ years at RoseBiz, she has played a key role in helping owners plan, prepare for, and execute their most valuable company sale.

In her role as Project Manager and Marketing Director, she:

  • Manages buyer outreach, data rooms, and deal progress for sellers
  • Creates attractive & effective Blind Profiles & CIMs for sellers
  • Develops, promotes, and helps manage educational resources, including the Ready..Set…SELL course and Getting Your Financials Ready for a Sale course
  • Coordinates communications and marketing activities across multiple channels

Katie is passionate about making it easy, accessible, and even enjoyable for owners to become more confident in the world of M&A and achieve their most valuable transactions. When working with sellers, she helps execute an organized, effective process so that the right buyer with the right offer can be found in the right timeline.

She graduated Summa Cum Laude from the Carlson School of Management Honors Program at the University of Minnesota, Twin Cities.

When she is not fine-tuning materials, you can find her preparing for her next acting role, cooking up something new in the kitchen, or embarking on her next art project.

Thanks for your interest…

To request our consulting services, contact us today! Contact Us

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Resources and Links

  • M&A Advisor
  • Advisory Board Services
  • Speaking Engagements
  • Learn With Linda
  • Assessment
  • Book: Get Acquired for Millions
  • PersonalScore
  • M&A Documents Made Easy
  • Course – Ready, Set, SELL (your company)

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