Individual Succession Planning

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Take the lead today to transition into your next phase of life with one on one coaching and consulting. We will work with you one on one to help devise the right plan for you whether you are looking to grow your business (Acquiring Agent) or phasing out (Retiring Agent).

The program includes:

One : One Coaching and Consulting Sessions

• One 50 minute discover session
• 200 hours of coaching over 4-6 months
• Individual sessions are 50 minutes

Coaching Resources:

• Operational Practices and Procedures Manual: Creating Your Standards of Practice
• A detailed template to help you, the real estate agent, document each of your systems and processes
• Taking the Lead on Succession: Succession Planning Guidebook
• A manual that guides you through 4 pillars of succession planning
• Identifying Readiness
• Business Evaluation
• Selection and Qualification
• Business Strategy

Get Started Now