Growth Through Brokerage Mergers and Acquisitions
A historical M&A engagement covering prospect selection, negotiations and the work of bringing teams together.
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Case studies
Building a Luxury Brokerage Recruiting Plan
A historical recruiting engagement connecting the prospect pool, the brokerage’s offer and the conversations managers needed to lead.
Read the case studyBuilding a Brokerage Luxury Training Program
A historical account of tiered agent education, service standards and the marketing support behind a luxury program.
Read the case studyRefreshing a Real Estate Team’s Brand
A historical brand audit connecting market position, a simpler message and the materials used to reach clients.
Read the case studyRecruiting Agents for a Regional Franchise
A historical recruiting engagement connecting candidate profiles, outreach and the support behind the offer.
Read the case studyLaunching a Boutique Brokerage
A historical brokerage launch spanning strategy, branding, recruiting, training and office decisions, with first-year results attributed to the account.
Read the case studyRebuilding Financial Records and Management Oversight
A historical engagement rebuilding financial records, improving leadership reporting and establishing in-house accounting support.
Read the case studyBringing Brokerage Data into One Leadership View
A historical dashboard project bringing performance information from several software platforms into a leadership view.
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