When your goals change, RE/MAX^® has your back.

You’ve worked hard to create a business from the ground up, helping it grow and evolve. As personal and professional goals change, what you need from your brokerage may change as well. To take things to the next level or meet a life shift sometimes you need a new plan. This may include expanding by joining forces with or acquiring another brokerage, developing an exit strategy or succession plan. When you’ve reached the stage where you want to further your legacy or leave an existing one behind then it’s time to consider merger and acquisition (M&A) opportunities with RE/MAX.

M&A with RE/MAX can help you achieve your goals by:

• Protecting and helping position you to retain your initial investment.
• Diversifying your brokerage by reaching new untapped markets through acquisitions.
• Providing opportunities through shared resources.
• Implementing an exit strategy and succession plan to move out of a leadership role or towards retirement.
• Growing your business and expanding your legacy.

M&A. The right way.

RE/MAX is aware that M&A is complex and requires experienced leadership, solid plans and processes to follow. That’s why broker/owners are offered tailored strategies and support throughout their journey. RE/MAX provides guiding principles that encourage successful transactions and help you reach your desired goals. Whether that’s acquiring another brokerage to build your empire or selling your brokerage to move on, RE/MAX offers the support and steps you need to help make the process seamless.

Steps for acquiring a brokerage include:

• Identifying brokerages interested in selling.
• Gathering information from the selling broker to assess compatibility with your brokerage.
• Obtaining legal and financial advice from licensed professionals to determine your position and next steps.
• Obtaining a professional analysis including performing a financial risk assessment to determine the net impact on your bottom line.
• Calculating your expected ROI and how long it will take to recoup your investment
• Having an offer to purchase prepared by a professional.
• Planning post-acquisition transition strategies and how to manage the shift

RE/MAX can assist in helping you to find compatible brokerages and guide you through the transition process. One of the benefits to M&A with the #1 name in real estate¹ is you get proactive, big brand support that is invested in your success.

Sometimes moving up means moving on.

After growing your business, you may make the decision it’s time to pass on your legacy to someone else and sell your brokerage. This could be because you’re relocating and want to start fresh with a new brokerage in a new location or because you’d like to take a step back from a leadership or ownership role. Whatever your reasons for considering selling, RE/MAX can assist with finding a successor and/or an exit strategy that suits your needs.

Steps for selling a brokerage include:

• Requiring strict confidentiality and discretion from prospects and having interested parties sign a non-disclosure agreement.
• Having a professional business assessment and valuation of your brokerage.
• Determining preferred sale structure: Asset Purchase Agreement or Stock Purchase Agreement.
• Looking for potential buyers.
• Preparing a comprehensive due diligence package.
• Developing and implementing a negotiation strategy.

Ready to make a change?

As a leading real estate franchise in Canada— honoured as a top global franchisor for 11 years straight² and with 40 consecutive years in Entrepreneur’s Franchise 500 Hall of Fame³, RE/MAX has the experience to help guide you through the M&A process to meet your needs and the needs of your brokerage. When you approach M&A the right way with professional guidance, key strategies, and the big brand support that RE/MAX offers, you’re on the right track to achieving your unique goals. Whether that’s continuing to build an empire or leaving behind a legacy, M&A with RE/MAX can help you get there.

To start a confidential conversation about how M&A can help you reach your goals fill out the form to get started today.