Why Choose Us?

Our succession planning resources and coaching programs are tailored specifically for real estate professionals. This exclusive coaching provides the guidance, tools, and expert insight to ensure a seamless transition at any stage of your career.

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  • Retiring Agents

    Whether you are retiring, stepping back or pursuing new ventures, having a sustainable plan to lean on can make the difference in a smooth transition.

    • Strategies for identifying and evaluating readiness for potential business transfers
    • Step-by-step guidance for seamless business transition
    • Custom business transition roadmap
    • Exclusive networking opportunities to connect with acquiring agents

  • Acquiring Agents

    Scaling your real estate business to the next level requires a solid growth strategy to attract another agent's client portfolio. 

    • Strategies for identifying and evaluating potential business acquisitions
    • Step-by-step guidance for seamless business integration
    • Custom business transition roadmap
    • Exclusive networking opportunities to connect with transitioning agents
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Navigate the Four Pillars of Succession

  • Pillar One: Identifying Readiness
  • Pillar Two: Business Evaluation
  • Pillar Three: Qualification and Selection
  • Pillar Four: Business Strategy
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Tailored Individual Coaching

Included in your service:

  • Complimentary Discovery Call
  • Foundational 4-Month Program with Ongoing Support Options
  • 8 Hours of Individual Coaching
  • Two Legacy Builder workbooks
  • Coaching Journal
  • Access to all Webinars hosted by Gretchen Adams
  • Weekly Business Agenda
  • Business Tracker
  • Standards of Practice Workbook
  • Monthly Newsletter
  • Monthly Mailer
  • Taking the Lead Today exclusive Affirmation Calendar
  • Access to all on-going and updated resources inside of Taking the Lead Today
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Frequently Asked Questions

What is the Investment?

1:1 Succession Planning Coaching is $4000 and is paid upfront.

How Do I Know Which Program Is Right for Me?

1:1 coaching is best if... Brokerages should explore the leadership program. Schedule a complimentary session to discuss your needs.

What is a real estate succession plan?

A real estate succession plan is a strategic approach to transitioning or selling your business when you retire or step away, ensuring your clients, brand, and revenue are smoothly handed off to the right person.

Why do real estate agents need a succession plan?

A succession plan protects your hard-earned business, ensures continuity for your clients, and allows you to benefit financially from the business you’ve built over the years.

When should I start planning my succession?

Ideally, you should start planning 3-5 years before retirement or transitioning to your next venture or season of life. It's never to early to get started. 

What are the financial benefits of having a succession plan?

A well-structured plan can generate passive income, provide a financial exit strategy, and ensure your clients continue receiving excellent service.

How do I choose the right person to take over my business?

Look for someone who shares your values, work ethic, and client-first approach. Ideally, they should be experienced, trustworthy, and invested in continuing your legacy.Together we will work through a series of pillars to help select and qualify the right person for you.

How long does the transition process take?

The transition can take anywhere from several months to a few years, depending on how involved you want to be and how structured your plan is.

What does it mean to acquire another agent’s book of business?

Acquiring an agent’s book of business means taking over their client relationships, systems, and potential future transactions as they transition out of the industry.

Why would I want to acquire another agent’s business?

This is a great way to expand your client base, increase revenue, and grow your real estate business without starting from scratch.

How do I know if acquiring a book of business is right for me?

If you are a growth-minded agent with a solid reputation, strong systems in place, and the ability to manage an influx of new clients, acquiring a business can be a great fit.