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Our Business Valuation System

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Free Initial Consultation

Using our technical expertise and experience we will help you ​formulate your vision and the roadmap to get there. If you ​choose to use us, great! If not, you will leave this meeting with ​alternatives and a clear plan.


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Professional Valuation Services

  • Help with organizing financial reports
  • Analysis and normalization of results
  • Consultation throughout with the owner to understand ​operational changes
  • Normalizing results and creating a draft report
  • Reviewing draft and providing strategy for the owner for next ​steps
  • Providing a final valuation report of the business
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Deal Management

  • Creating strategy with the owner (buying/selling/succession ​or other)
  • Using EDI’s process to identify prospects in the market
  • Data Room creation or Due Diligence management
  • Confidentiality process managed to protect all parties
  • Synergy identification and strategic plan
  • Agreement review and management with lawyers
  • Deal progress – communication with all parties
  • Closing checklist
  • Post closing checklist and management

Buying and Selling a Brokerage is a major ​pillar of our 7 Building Blocks™ System

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Understand the real market value of ​your brokerage and where value can ​be improved


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Benchmark your performance ​against other brokerage in key ​valuation categories


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Normalize your earnings with ​brokerage industry specific experts

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Professionals at

The professionals at EDI are experts at driving profitability and repeatable ​cash flow through effective execution and action. Pairing this expertise with ​years of professional experience selling and acquiring businesses for ​clients and for personal business development is why owners continue to ​entrust EDI with one of their most valued possessions.


Do not lose your investment due to poor implementation after sale or ​purchase – a common occurrence due to inexperience with many ​examples!

Are You Undervaluing

Your Real Estate Brokerage?

Get a Free Valuation Book to ensure that you never get ​shortchanged when it comes to selling or buying a brokerage.

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Testimonials From Our Clients

“My profit has increased 70% since ​starting with EDI.

My Company has grown from ​about 26 agents to now 95 agents.

I have a little joke with my coach ​that I will keep paying as long as he ​is making me more money than I ​am paying him! And at this point, I ​have told him recently that I have ​no end in sight for us working ​together.”

- Heidi Kostyra

Broker Owner

“I’ve been in sales all my life but ​this was the first time I was selling ​a business ... and it was helpful to ​talk through it with someone that ​has been through it a few times ... ​and having [EDI], almost like a ​coach, and saying “ok these are ​your options” was very helpful.

The Buyers I had, knew who you ​were so a valuation from your ​company carried some weight. ​They felt you are trustworthy, so I ​think that helped them see the ​value.

They understood it and respected ​it.”

- Elias Papadopoulos

Broker Owner

“Since working with EDI our ​company has grown about 20% ​in agent count but more than ​doubled in profitability.

Since they work with some of the ​biggest brokerages in the world ​and some of the best owners in ​the world, they’ve been able to ​put together some tools that can ​help us track our retention rate ​and that’s been huge!

EDI has easily, not only paid for ​itself, but increased the profit of ​our business so we’re getting a ​great return on that investment ​each month”

- Renee & Scott Comey

Broker Owner

“I have been micro-focused on ​specific things and I’ve forgotten ​some of the basics, especially ​when it comes to agent ​recruiting and agent retention.

The quality of the content was ​wonderful.

I would recommend this if you’re ​ready to do something; if you’re ​ready to take action this is ​definitely the course that I would ​attend”

- Ron Snow

Broker Owner

“They were so professional, and ​knowledgeable, and willing to ​share their information as well, to ​help us grow, and we did!

I always recommend Tyrone to ​brokerages that are looking for ​coaching or valuations because ​of the experience that we’ve had ​with them.

It’s a good organization, a good ​informational, strategic planning ​piece that I think most brokerages ​need.”

- Helena Davidson

Broker Owner

“It was a perfect deal. I have ​absolutely zero complaints about ​how anything went. ​Communication was great, it was ​timely, I was treated like a ​professional business owner.

I can sell a house 9 ways to ​Sunday because that’s what I’ve ​done for 21 years, but this was ​brand new to me.

We wanted somebody who is ​knowledgeable to do a valuation ​on our company; to be up front ​about how this is going to work.

It was a great experience and I ​will only use EDI. I will never go to ​anyone else.

- Liz Parks

Broker Owner

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Contact Us

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1-866-922-4334 or Book a Str​ategy Session

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info@edi-performance.com

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