Do you know what it actually takes to prepare for your real estate exit strategy?

Real Estate Mergers & Acquisitions Co.

895 followers

May 22, 2025

Selling your brokerage is not like selling a house. It’s complex, requires planning, and the right preparation can mean the difference between walking away with real value—or leaving money on the table.

At Real Estate Mergers & Acquisitions Co., we help real estate brokers, team leaders, and owners of mortgage and title companies prepare for sale the right way.

If you're even thinking about selling in the next 12 to 36 months, here are a few of the most important things you should be doing now:

1. Get your financials in order. Buyers will want to see clean, accurate financial statements. Remove any personal expenses, make sure P&Ls align with tax returns, and tighten your bookkeeping.

2. Build a strong agent retention plan. your business is only as valuable as the people who stay after the sale. If you're the primary rainmaker or your agents are flight risks, buyers will hesitate.

3. Eliminate operational chaos. Are your systems documented? Do you have processes in place? The more turnkey your operation, the more attractive—and valuable—it becomes.

4. Protect your contracts and legal structure. Review and organize listing agreements, leases, partnership agreements, licenses, and any vendor or technology contracts. Clean legal paperwork saves time, protects value, and builds buyer confidence.

5. Highlight growth and stability. Buyers aren’t just buying what your company is today—they’re buying future potential. Show your recruiting wins, production trends, and local market positioning.

6. Decide your role post-sale. Will you exit completely, or stay on during a transition? Clarity on this upfront will shape the kind of buyer and deal structure that fits best.

7. Know your value—and what drives it. This is not a guess. We use real-time industry data, not outdated formulas or arbitrary multipliers, to tell you what your business is worth today—and what you can do to increase that number before going to market.

Operations & Efficiency Tech for Brokerages

CRM & Lead Management

• Follow Up Boss, Go High Level, BoomTown, Chime, or Real Geeks – to manage, nurture, and convert leads

• Lead source integration (Zillow, Realtor.com, Facebook, Google PPC)

IDX Website + Marketing System

• like Easy Agent Pro , Luxury Presence, Real Geeks

• SEO-optimized, mobile-responsive, and branded for the brokerage

• Built-in landing pages, blogs, pop-ups, and lead capture tools

Automation & Drip Campaigns

• Automated follow-up via text, email, and voicemail drops

• Behavior-based triggers (site visits, property views, etc.)

• Pre-built agent onboarding and recruiting funnels

Back-Office & Transaction Management

• Centralized deal tracking, compliance, and e-signature

• Agent commission tracking and payout automation

Recruiting & Agent Performance Tools

• Agent scorecards or dashboards

• Custom onboarding flows

• Culture and retention platforms like More University

Financial & Accounting Tools

• QuickBooks Online, Xero, or BrokerMetrics for financial clarity

• Commission disbursement reports and profitability dashboards

• Agent billing, caps, and splits automation

Internal Ops Systems

• Document sharing: Google Workspace or Microsoft 365

• Task/project management: Trello, ClickUp, or Asana

• Intranet or internal knowledge base

Communication Tools

• Company-wide email marketing: Mailchimp, ActiveCampaign, or Constant Contact

• Internal messaging or announcements: Slack or Workplace by Meta

The biggest mistake we see? Waiting too long, and assuming the business is ready when it’s not. At REMA, we prepare you now so you can sell when the time is right—on your terms.

If you're serious about building a real exit plan—not just testing the waters—reach out. Confidential consultations are available. info@rema.global