Our Business Valuation System
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.
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
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
Understand the real market value of your brokerage and where value can be improved
Benchmark your performance against other brokerage in key valuation categories
Normalize your earnings with brokerage industry specific experts
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.
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
