Location

Treat yourself to an exceptional experience at The Westin Denver Downtown. The hotel located in the heart of Denver, CO welcomes you with beautifully designed guestrooms and premium amenities that make your stay easy and comfortable.  Discover what happens when urban luxury meets personalized service and enjoy instant access to everything the exciting that Denver has to offer.

Room block is full. Please contact The Westin Downtown directly for more information at 303-572-9100

Registration

Welcome and Introductions by Steve Murray, REAL Trends

Understanding Compass’ Objectives

Robert Reffkin will be sharing Compass’ goals and methods for brokerage
acquisitions and his view of the brokerage market going forward.

– Robert Reffkin, Compass

Creating a Sustainable Liquidity Management
Strategy in a Core Services Platform

Everyone understands the value and importance of core services, but sustainable success requires increasing amounts of scale, risk and capital. Longtime industry veterans Al Miller and Corey Caster have recently become a part of New Residential (NRZ) a $6 billion REIT. They will discuss with Steve a new and unique model to assist in creating liquidity and performance to operate a profitable mortgage platform with ideas on monetizing core services for new acquisition opportunities.

– Al Miller, Shelter Mortgage/New Penn Financial
– Corey Caster, Shelter Mortgage/New Penn Financial

Break

How is Value Created and Increased?

The name of the game is creating and increasing value. A panel of the foremost valuation, merger and acquisition leaders will go over how value is created in residential brokerage firms and their related companies. They’ll also share how brokerage firms can increase the value of their firms through growth, expense control and core services.

– Alex Seavall, HomeServices of America
– Scott Wright, REAL Trends
– Alicia Vivian, REAL Trends

Evening Reception

Breakfast

Legal & Tax Issues in Mergers and Acquisitions

The 2017 Federal Tax Act will have an impact on your business. This session will discuss that impact and touch on the most important legal and tax issues concerning buying and selling residential brokerage firms. Minor & Brown has been advising privately-owned businesses for over 25 years on tax and legal issues facing business owners.

– Jim Thomas, Minor & Brown
– Barbara Wells, Minor & Brown

Break

REAL Buyers & REAL Sellers

Lon Welsh, president of Your Castle Real Estate in Denver, has bought several brokerage firms in Colorado. He will share his experiences and offer tips for smoother transactions, including what to avoid doing!

– Lon Welsh, Your Castle Real Estate

Lunch

The Art of the Deal

Steve Murray will share his 50+ years of experience in advising and brokering the purchase and sale of residential brokerage firms and related companies. This is a wide-open Q&A format, so bring your pressing questions.

– Steve Murray, REAL Trends

Valuing Teams

Learn from the REAL Trends valuation, merger and acquisition team on how values are determined for teams. They’ll also talk pitfalls and opportunities that await brokerage firms in the new frontier of the acquisition and merger of agent teams.

– Steve Murray, REAL Trends

Q&A

Adjourn

Listen to the five sessions from the 2017 DealMAKERS Conference for an inside look on how firms and teams are valued, the tax and legal issues of mergers and acquisitions, and how deals are successfully put together. Purchase all five podcasts for $500 or select an individual session for $125. These podcasts are brought to you exclusively by REAL Trends, the leader in mergers, acquisitions and valuations in the residential real estate industry.