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Understanding how value is created in a residential real estate brokerage firm is key to knowing where to invest. Over 3,500 brokerage companies have trusted REAL Trends to perform valuations and assessments of their firms.


What We Do

Determine The Why

Why does the client want a valuation? We want to know who they are and what they are trying to accomplish.

Proposal Package

We provide a proposal package with all that is needed to get started.

Get Started

Once we collect the required information, we take 8 to 10 business days to complete the first draft of the report.


We spend 3 to 4 hours discussing and refining the valuation with our client.

Final Report

At the client’s request, we prepare the final report and deliver to client.


We spend a significant amount of time with each client to be sure they understand the Valuation Report.

Valuing Small- to Medium-Sized Brokerage Companies, download your free copy now!

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How We Do a Valuation

Financial Analysis

Upon receiving client information, we prepare a financial analysis.

Examine Factors

We examine up to 12 different factors that can affect value for each client. These may include location, size, brand, business model, sales activity, multiple year trends and more.

Fact Check

We double check with our client that we have all the facts about the client’s company.

Examine Sales

We examine sales activity in the market and determine price and likely terms of a transaction.


Finally, we deliver a first draft of the Valuation Report to the client. Plus, we’ll review the Valuation Report with the client and prepare a final report for delivery.


Every valuation comes with a FREE consultation.