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Succession Planning/Transactional Advisory Services

Sooner or later, every agency needs to think about succession planning. Succession planning might involve developing a key team member and assisting them in acquiring the agency or it might be best to consider an outside third party.  Either way, succession planning requires an agency owner to consider the best ways to position the agency so they can unlock and maximize the long-term value of the agency.

As a MAR Affinity Program Partner, The Vann Group is uniquely positioned to help agency owners develop and execute a succession plan for their agency.  We have over thirty years of experience in the real estate industry and are our advisory team is comprised of licensed brokers and realtors who understand your business and can help you navigate the challenges, obstacles and opportunities in developing a succession plan and securing an eventual exit.

Not interested in selling, but looking to buy an agency?  Our team can also help you undertake the acquisition process.  We provide a complete suite of services, ranging from target identification and valuation to facilitation of the negotiations, structuring the transaction due diligence and securing financing for the acquisition.

Current opportunites are available. MAR members must login to access information on this and your member discounts.