Mergers & Acquisitions

Learn how to expand your organization through mergers and acquisitions of real estate brokerages, teams and more. Grasp the various options for structuring M&A transactions, company valuation methods, due diligence considerations, transition plans, and how to identify and engage potential M&A candidate companies.

Buy $750.00

Course curriculum

1. Schedule a Coaching Call
2. Stay Connected via our REAL ESTATE AGENT ROUND TABLE Facebook Group
1. VIDEO: Mergers & Acquisitions Fundamentals
2. AUDIO: Mergers & Acquisitions Fundamentals
3. Workbook: Mergers & Acquisitions Fundamentals
4. Instructor's Manual: Mergers & Acquisitions Fundamentals
5. Presentation Outline: Mergers & Acquisitions Fundamentals
6. Presentation PDF: Mergers & Acqusitions Fundamentals
7. Presentation Slides: Mergers & Acquisitions Fundamentals
1. VIDEO: Engaging M&A Candidates
2. AUDIO: Mergers & Acquisitions Fundamentals
3. Workbook: Engaging M&A Candidates
4. Instructor's Manual: Engaging M&A Candidates
5. Presentation Outline: Engaging M&A Candidates
6. Presentation PDF: Engaging M&A Candidates
7. Presentation Slides: Engaging M&A Candidates
8. Securing the NDA Talking Points
9. Initial Approach Call Scripts
10. SWOT Competition Analysis
11. Discovery Questionnaire
12. MLS Company Production Data - Last 12 Months
1. VIDEO: Recruiting
2. AUDIO: Recruiting
3. Workbook: Recruiting
4. Instructor's Manual: Recruiting
5. Presentation Outline: Recruiting
6. Presentation PDF: Recruiting
7. Presentation Slides: Recruiting
8. Discovery Questionaire
1. VIDEO: Due Diligence
2. AUDIO: Due Diligence
3. Workbook: Due Diligence
4. Instructor's Manual: Due Diligence
5. Presentation Outline: Due Diligence
6. Presentation PDF: Due Diligence
7. Presentation Slides: Due Diligence
8. Company Comparison Matrix
9. Owner Information Request
10. NDA Sample Agreement
1. VIDEO: The Pro Forma
2. AUDIO: The Pro Forma
3. Workbook: The Pro Forma
4. Instructor's Manual: The Pro Forma
5. Presentation Outline: The Pro Forma
6. Presentation PDF: The Pro Forma
7. Presentation Slides: The Pro Forma
8. Earnout Formulas
9. Example Pro Forma
1. VIDEO: Valuation
2. AUDIO: Valuation
3. Workbook: Valuation
4. Instructor's Manual: Valuation
5. Presentation Outline: Valuation
6. Presentation PDF: Valuation
7. Presentation Slides: Valuation
8. EBITDA Approach Example
9. EBITDA Approach Worksheet
1. VIDEO: The LOI - Putting the Deal Together
2. AUDIO: The LOI - Putting the Deal Together
3. Workbook: The LOI - Putting the Deal Together
4. Instructor's Manual: The LOI - Putting the Deal Together
5. Presentation Outline: The LOI - Putting the Deal Together
6. Presentation PDF: The LOI - Putting the Deal Together
7. Presentation Slides: The LOI - Putting the Deal Together
8. Sample Letter of Intent
1. VIDEO: Planning the Purchase & Transition
2. AUDIO: Planning the Purchase & Transition
3. Instructor's Manual: Planning the Purchase & Transition
4. Workbook: Planning the Purchase & Transition
5. Presentation Outline: Planning the Purchase & Transition
6. Presentation PDF: Planning the Purchase & Transition
7. Presentation Slides: Planning the Purchase & Transition
8. Sample Pre-Closing Checklist
9. Sample Purchase Agreement
1. VIDEO: Closing the Transaction & Beyond
2. AUDIO: Closing the Transaction & Beyond
3. Workbook: Closing the Transaction & Beyond
4. Instructor's Manual: Closing the Transaction & Beyond
5. Presentation Outline: Closing the Transaction & Beyond
6. Presentation PDF: Closing the Transaction & Beyond
7. Presentation Slides: Closing the Transaction & Beyond
8. Sample Launch Day Agenda
9. Launch Day Checklist
10. Sample Press Release

About this course

$750.00
84 lessons
4.5 hours of video content

Take your real estate business to the next level

Enroll now

What's included

Video Training

In-depth professional video training presented by the author, Brian Icenhower.
Written Modules

Detailed and downloadable, printable workbook to accompany student learning.
Support

We provide support for you throughout your training; reach out to our client care team at [email protected]

Talk to a coach

If you've been considering hiring a coach, now's the time. Book a FREE coaching consultation session with your purchase of this course!

Book your call

Welcome to Mergers & Acquisitions

A message from Brian Icenhower

Brian Icenhower

Industry Thought Leader / ICC Chairman & Founder / Course Instructor

Welcome to the world of mergers and acquisitions (M&A), where real growth begins.

In this course, we’re going to break down the process of acquiring or merging with real estate businesses. It might seem daunting at first, but by the end, you’ll see just how achievable it is—even for those who never thought they could do it.

Let’s start with one simple truth: mergers and acquisitions are easier than you think. Most people assume M&A is reserved for massive corporations or elite businesspeople with deep pockets. That’s simply not true.

If there’s one thing I want you to take away from this course, it’s this: with the right approach, you can successfully grow your real estate business through M&A without a massive cash outlay.

Whether you’re a team leader, a broker, or an advanced agent, M&A can fast-track your growth and set you apart from the competition. By leveraging proven strategies, you can scale your operations, enter new markets, and build a thriving organization.

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Icenhower Institute