Resources
Course Modules
Book Chapters
The Course Modules are password protected
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01
Comprehensive Audit
02
Advisory Team Discussion
03
Agent Performance Review
04
SWOT Worksheet
05
Compensation Plan for Internal or External Hire
06
Emerging Leaders Assessment
07
Impact Assessment
08
Post Aquisition Integration Example
09.1
Succession Team Accountability Tracker
09.2
Succession Turnover Checklist
10
Sample Profit and Loss
Frequently Asked Questions
How should I prepare for my consultation?
Having key performance stats ready will help make the most of our conversation. Set it up by having last year’s production, expenses, and profit ready to discuss.
What do you offer?
We offer a systemic plan for helping real estate agents and team owners transition out from their role in day to day operations of their business.
The Book Chapters are password protected
Purchase the book or sign up for the course in order to receive your code.
Enter the provided code to proceed:
Resources
Book Chapters
Click a tool to learn more
CH 00
Components of an Operations Manual
CH 01
Preferred Future Thinking Points
CH 01
Mental and Emotional Clarity
CH 02
Successor Options
CH 03
Succession Assessment Part 1
CH 03
Succession Assessment Part 2
CH 03
Readiness Report Card
CH 03
EDITDA Calculation and Adjuistment Example
CH 04
SWOT Worksheet
CH 04
Benchmark Goals Per GCI
CH 05
Transition Preperation Work Flow and Timeline
CH 05
Prospects Due Diligence Document Checklist
CH 06
Succession Team Accountability Tracker
CH 06
Succession Team Report Card
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