/Programs
Our Services
Explore structured packages—valuations, financial assessment, commission plan design, consulting, and M&A advisory—for brokerage leaders.
Full Financial Assessment
Starting at $5,500
WHAT YOU GET
- Fair Market Value
- Comprehensive, Detailed Report
- EBITDA Multiple
- 3yr Financial Projection
- Industry Benchmarks
- Actionable Business Insights
WHY GET IT?
- Prepare your Company for SaleBoard-ready value narrative and exhibits before negotiations or diligence begin.
- Strategic GrowthClearer positioning for expansion and investor conversations.
- Partner BuyoutA documented range and path—fairer than handshake math alone.
- Estate SalesIndependent value context when timing and clarity matter for fiduciaries.
- LitigationDefensible fair value framing counsel can use under scrutiny.
- Raise CapitalProjections and benchmarks investors can underwrite before terms.
- Understand your business Value DriversSee which levers actually move your multiple—then prioritize with confidence.
Commission Plan Design
Contact Us for Pricing
WHAT YOU GET
- Customized commission plans specific to your Company and Market
- Custom Built Commission Tool for your Brokerage
- Insight on Specific Agents and Offices
- Training on how to use the Tool
- Full Rollout Strategy
WHY GET IT?
- Agent RetentionReward how your best producers actually work—so loyalty compounds, not churn.
- Attract New AgentsA compensation story recruits can scan and compare in one read.
- Modernize your Commission PlansStructures and tools managers can model, explain, and defend in the field.
Essential Consulting
Starting at $5,000 per month
WHAT YOU GET
- Includes Full Financial Assessment
- Full Agent Roster Analysis & Recommendations
- Marketing Review & Recommendations
- Comprehensive Financial Review
WHY GET IT?
- Measure & understand your Current Financial positionOne honest view of revenue, cost, and cash—fixes start from facts.
- Create an Action Plan for ImprovementPrioritized moves owners can sequence without overwhelm.
- Meetings for Accountability & TrackingCadence that ties metrics to decisions—not decks left on a shelf.
- Increase the Value of your BusinessFocus on what buyers weight most so effort compounds value.
PRO Consulting
Starting at $10,000 per month
WHAT YOU GET
- Includes everything in the Essential Consulting Package
- Cash Flow Projection
- Business Transformation
- Complete Systems Review
WHY GET IT?
- Break Through existing BarriersName the bottlenecks—systems, habits, or margin—that cap performance.
- Create Business SynergiesCadence and incentives so teams compound work instead of competing for credit.
- Meetings for Accountability & TrackingExecutive rhythm tying forecasts to owner commitments and deadlines.
- Learn Valuable Negotiating SkillsDeal, vendor, and talent tactics grounded in how buyers think.
- Sales Management & Leadership for your teamCoaching and forecasting discipline that scales revenue with less heroics.
- Improve Overall Company CultureAlign recognition and expectations with the operating model ahead.
- Maximize your Company's ValueSequence transformation so diligence sees EBITDA and risk—not just slides.
Mergers & Acquisitions
Contact Us to Apply
WHAT YOU GET
- Full Representation as a Buyer or a Seller
- Sophisticated Deal Design
- Experienced Professionals
- Full Turn-Key Process
WHY GET IT?
- Industry Specific KnowledgeAdvisor-native economics and failure modes—before the LOI.
- Simplify a Complex ProcessesOne rhythm for diligence, disclosure, and negotiation.
- Access to our Experienced Legal TeamDocs, risk, and economics aligned with counsel who’ve closed at scale.
- Streamlined Project ManagementOwners and milestones so everyone knows what happens next.
/Get Started
Call us TODAY to get started
we will help you determine the best option for you and your brokerage! The first hour of consulting is free! Schedule a time now – limited offer!
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Brief, confidential, and grounded in brokerage outcomes — we outline practical options and sensible next steps, without pressure.