Whether you’re planning to exit in five months or five years, the groundwork you lay today determines the outcome. I work with brokerage owners to prepare for what’s next—whether that’s internal succession, an external sale, or simply creating the option to choose when the time comes.
This isn’t about templated timelines or handwaving at valuation. It’s about building clarity, structure, and transferability—so your business runs without you, and is ready to transition when you are.
Where I Help:
Internal Succession Planning
If you’re looking to transition ownership or leadership to existing staff or family, I help:
• Assess leadership readiness and coaching requirements
• Create incentive structures that retain and develop next-gen leaders
• Ensure operational continuity so your departure doesn’t stall the business
Sale Preparation & Buyer Readiness
Selling your brokerage isn’t a decision—it’s a process. I support owners through:
• Clean-up and normalization of financials
• Operational restructuring to improve valuation
• Defining seller roles during and after transition
• Reviewing and negotiating Letters of Intent
Owner Alignment & Timing
Sometimes the question isn’t “if”, it’s “how and when”. I work with owners to clarify their goals and timelines, align partners, and make sure the transition process supports personal and financial objectives.
