CRS 127: Succession Planning: Building, Valuing and Selling Your Business

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Hal Wilson Education Center
CRS Designation
TREC Credit
$100, Members; $125, All Others

Creating strong business and succession/retirement plans requires a careful analysis of the market, valuation of your business, the ability to select appropriate selling strategies, and building a long-term referral stream. This course is designed around these key concepts using a process-oriented sequence to move learners through each stage of plan development. After completing this course you will be able to:

  • Describe the key factors of the current realty market
  • Articulate self-needs for a comfortable retirement
  • Evaluate the gap between current position and future financial needs
  • Describe methods for maximizing value in their database
  • Evaluate methods for leveraging their database to achieve financial need
  • Create a succession plan for replacing your position as rainmaker
  • Create a plan for building a business team
  • Develop a business plan that accounts for each phase of your business process

Lunch is provided.

Visit for complete Certified Residential Specialist designation information.

Chandra Hall


Chandra Hall, ABR, CRS, GREEN, GRI, SRS