321 Main St. Big City, USA | (123) 456-7890
The exploration begins with a confidential discussion to discuss your goals, concerns, and ideas about your brokerage: where it is and where it’s going.
We typically execute Mutual Confidentiality Agreements (request sample NDA) so that we can all speak openly in complete confidence.
To continue our exploration, we ask to review these items:
All of our planning is customized to meet your individual needs. Therefore, we usually meld the financial information and your vision to co-create scenarios that lead us to good outcomes.
There are a few factors that impact this answer.
We have designed some mergers where the seller closes their office and merges into one of ours.
There have been times when we have acquired the lease on the property and maintained the location. We typically do not purchase the real estate.
You will be involved in the decision process regarding the office location as we collaborate on a plan that provides the best outcome for everyone involved.
The process from introduction to right outcome can vary quite a bit. We take care to work together throughout the process with transparency and communication at a pace that is comfortable for everyone.
Typically, however, we can begin discussions on modeling outcomes within 2 weeks of having received the necessary documentation.
Once we have an agreed upon plan, we can usually close within 60 days.
All along the way, we follow you on the pace and timing.
It all starts with an introduction. It all starts with an introduction! We’ll schedule a meeting to hold a preliminary discussion about you, your business story and goals. We spend a good amount of time up front in cultural discovery. It is critical to our process that we share a compatible cultural ethos.
Once we are both comfortable with each other, we execute a Mutual Confidentiality Agreement that allows us both to get in to the details of our discussions comfortable in the knowledge that all communications are private.
The next step involves a period of discovery where we approach your business as learners. You know your market and your company as only an owner can. This discovery period is where you teach us about operation and where we request an initial set of financial documents for review <link to the docs list>.
Once we better understand your business and its financials, we begin to collaborate on creation of a plan that fits your needs and goals.
We are focused on culture first. Our motto is: people before production. Firm in our belief that no amount of money can fix a bad cultural mis-match, we are looking to align ourselves with successful people who have built something special in their markets.
We then look for ways to take what resources we have (people, systems, financial, etc) and match them in interesting ways to create something bigger and more exciting.
We pride ourselves in being good stewards of the company legacies that we acquire. We have a history of honoring the acquired company’s past while building on a new future of growth and prosperity for the company and the agents.
Together, we will discuss the nuances of that commitment with you and co-create a plan.
Some of our former owners stay on in senior sales roles, continuing to work their books of business with all of the business support that we offer.
Others find that they can apply their experience & skills to leadership opportunities within our company. These can include office management, regional sales management, training and others.
Whatever your desired outcome, we will work with you to explore all your options.
There are several options available through The Masiello Group, LTD. for broker owners like you. The most common ones are:
Here are other interesting options for the owner:
We can absolutely help.
With decades of merger & acquisition experience in New England, we can work with you and your professionals to help value the company you have built – without any further expectations.
We pride ourselves in supporting and guiding like-minded real estate professionals. To that end, we do a fair amount of business consultation to assist the independent broker owner in charting the course of their firms. While this sometimes leads to acquisition discussions, it does not need to.
We are committed to being a positive force in our real estate industry sharing our experiences and resources when and where we can.
All serious business discussions need to be private and secure. To that end, we offer a simple Mutual Confidentiality Agreement (MCA) to ensure that we and you can speak in complete confidence. We can prepare the MCA for your review at any time. If you prefer to use your own document, just forward it along for our attorney to review.
Either way, we are committed to professionally and discreetly handling all of our discussions from beginning to end.