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DTSTART;TZID=America/New_York:20260529T090000
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SUMMARY:Succession Strategies to Protect & Perpetuate Your Real Estate Business
DESCRIPTION:Learn the strategies and tools the nation’s top firms use to help realtors and brokerage owners save millions of dollars each year. From this lecture you will learn: \n-What exit strategy is right for you: transition your book of business to a junior agent or team member\, transfer to family\, complete sale of your brokerage\, partial sale\, or structured buyout? \n-Succession strategies that protect your brand\, client relationships\, and referral pipeline while maximizing your freedom and increasing your net worth.  \n-Legal and business tools that allow you to transfer the majority of ownership or client portfolio while still maintaining control and income streams. \n-How your real estate business succession strategy and personal estate plan work together to protect your assets and legacy. \n-Steps to maximize the value of your real estate business\, including building a transferable database\, systems\, and brand. \n-Systems to ensure the continued success of your clients\, team\, and transactions through the next generation of agents and managers. \n-How to properly structure your business to minimize taxes on sale or transfer. Without proper planning\, capital gains\, estate\, and gift taxes can significantly reduce your proceeds. \n-Common mistakes and missteps realtors make when selling or creating a succession plan and how to avoid them.
X-ALT-DESC;FMTTYPE=text/html:Learn the strategies and tools the nation’s top firms use to help realtors and brokerage owners save millions of dollars each year. From this lecture you will learn: \n-What exit strategy is right for you: transition your book of business to a junior agent or team member\, transfer to family\, complete sale of your brokerage\, partial sale\, or structured buyout? \n-Succession strategies that protect your brand\, client relationships\, and referral pipeline while maximizing your freedom and increasing your net worth.  \n-Legal and business tools that allow you to transfer the majority of ownership or client portfolio while still maintaining control and income streams. \n-How your real estate business succession strategy and personal estate plan work together to protect your assets and legacy. \n-Steps to maximize the value of your real estate business\, including building a transferable database\, systems\, and brand. \n-Systems to ensure the continued success of your clients\, team\, and transactions through the next generation of agents and managers. \n-How to properly structure your business to minimize taxes on sale or transfer. Without proper planning\, capital gains\, estate\, and gift taxes can significantly reduce your proceeds. \n-Common mistakes and missteps realtors make when selling or creating a succession plan and how to avoid them.
LOCATION:25300 Bernwood Drive Suite 1 Bonita Springs FL 34135
UID:e.1351.1439914
SEQUENCE:3
DTSTAMP:20260410T032412Z
URL:https://bonitaspringsesterorealtorsfl.growthzoneapp.com/bercalendar/Details/succession-strategies-to-protect-perpetuate-your-real-estate-business-1704567?sourceTypeId=Hub
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