web
You’re offline. This is a read only version of the page.
close

Request id:Succession Planning: Building, Valuing, and Selling Your Business

Home Education Landing Page License a Course

License a Course

Succession Planning: Building, Valuing, and Selling Your Business

8 CREDITS

CLASSROOM

Creating a 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 that will help you get the maximum for the business you developed.


Course Completion Outcomes:

  • 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 your database
  • Evaluate methods for leveraging your database to achieve financial needs
  • 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


This course is eligible for CE in the following states:

  • Alaska: 7 hours
  • Florida: 7 hours
  • Georgia: 8 hours
  • Hawaii: 6 hours
  • Idaho: 7.5 hours
  • Iowa: 8 hours
  • Kansas: 8 hours
  • Michigan: 8 hours
  • New Jersey: 8 hours
  • New Mexico: 8 hours
  • Ohio: 6.5 hours
  • Oklahoma: 8 hours
  • Oregon: 7.5 hours
  • South Carolina: 8 hours
  • Tennessee: 8 hours
  • Washington: 8 hours
  • Wyoming: 8 hours


Additional Approval:

Minnesota approved for 8 hours of state CE credit for the August 13, 2026 class offering only: 8:30a.m. to 5:00 p.m. which includes lunch.  For questions, please contact Erin Koch at erin@erinkoch.com 

Certified Instructor(s)

Lee Barrett, CRS

Mark Given, CRS

Nate Johnson, CRS

Check Icon

CRS Designation

Check Icon

Lifelong Learning

Check Icon

Certification

Cross Icon

CE Credits

  • 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 your database
  • Evaluate methods for leveraging your database to achieve financial needs
  • 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

Default Policy: Unless otherwise stated, RRC classes operate under the following cancellation policy:

RRC, RRC States, and licensees reserve the right to cancel any scheduled course. If a course is cancelled, registrants will be notified via email or phone and will be given a full refund. RRC, RRC States, and licensees are not responsible for any expenses incurred by the registrant due to cancellation. Class cancellations by a participant will be accepted until one week prior to the event. Cancellations will be refunded minus a $25 administrative fee. No shows will be charged the full registration amount.

- Half Day (4 Hours) Fees:

Licensing Fee: $300

Instructor fees are as follow, plus any incurred cost (travel,lodging,etc.) for in-person or hybrid courses

Half Day (4 hours) - $1,500

Student royalty fee: $25 per student for half day courses


- Full Day (8 Hours) Fees:

Licensing Fee: $300

Instructor fees are as follow, plus any incurred cost (travel,lodging,etc.) for in-person or hybrid courses

Full Day (8 hours) - $3,000

Student royalty fee: $35 per student for 1-day courses


- 2 Day (16 Hours) Fees:

Licensing Fee: $300

Instructor fees are as follow, plus any incurred cost (travel,lodging,etc.) for in-person or hybrid courses

2 Days (16 hours) - $6,000

Student royalty fee: $75 per student for 2-day courses

CRS Live One- and Two-Day Classroom Courses contain comprehensive, practical, real-world strategies and solutions that can immediately benefit your students. Licensing a CRS Course is a great way to offer value to your members and help them become better agents. CRS courses offer top-notch content, expert instructors, and a robust suite of marketing materials and support to ensure that your course is a success.

Login Required

Please log in to be able to access the content and associated links on this page.