Why Us

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 – Director of M&A Advisory Services

During her 6+ years with RoseBiz, Katie has become an integral part of helping technology business owners prepare for and successfully navigate the sale of their companies. As Director of M&A Advisory Services, she works closely with sellers and buyers throughout the transaction, keeping the process organized, moving forward, and on track toward a successful close.

In her role, Katie:

• Manages the day-to-day coordination of transactions from initial preparation and buyer outreach through due diligence and closing
• Oversees Virtual Data Rooms and develops Blind Profiles and other buyer-facing materials that clearly communicate each seller’s business and opportunity
• Serves as a key point of contact for sellers and buyers, coordinating communications, chemistry calls, diligence requests, and transaction timelines
• Analyzes seller data and helps prepare diligence-ready materials so potential issues are identified and addressed early in the process
• Leads the integration of AI into RoseBiz’s M&A workflows, using new technology to improve analysis, efficiency, and deliverables while maintaining the hands-on judgment every transaction requires

Katie also helps develop and support RoseBiz’s educational resources, including the Ready…Set…SELL and Getting Your Financials Ready for a Sale courses.

When she isn’t working with sellers and buyers, you can find Katie cooking up something new in the kitchen, singing show tunes, or embarking on her next art project.