FREE WEBINAR
Handing Over The Keys: Succession & Exit Planning Essentials For Agencies
For real estate and property management principals who want to secure their financial future and legacy from the start of their success
Watch now on-demand to learn how you can plan for your future adventure and agency’s continued success with effective exit planning.
Through this webinar you’ll gain insights into the factors you need to be considering for your exit and succession plan, including:
The "What Ifs" and unexpected events that you have not thought about;
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How to get your business ready for a smooth succession;
Identifying internal Successors using the ‘right people in the right seats’ approach;
Lessons learnt from real-life failed successions; and
How our ‘Engaged Before Married’ system can help your succession and exit planning.
You've worked hard to build your business—
don’t let poor planning or unexpected disasters jeopardise your future and legacy.
Whether you’re aiming for a financially secure retirement, setting up a legacy for the next generation, or preparing for a profitable exit, this session will guide you through making informed decisions about your succession plan.
Wanting to secure your financial future & legacy;
Looking for guidance on how to pass your agency to the next generation;
Thinking about retirement or your next adventure;
Curious about the different steps you need to take when considering your succession vs your exit planning; or
Simply wanting to learn about the legal ‘must-knows’ for a successful succession strategy,
If you are a real estate or PM agency principal, or a business owner, and you are:
then this FREE webinar is a MUST for you!
Meet Your Hosts.
Kristen Porter
Kristen Porter has Real Estate in her blood. As third generation, Kristen was born into the real-estate industry and has a passion for it that no other lawyer has. Kristen is an expert in business and privacy law for the real-estate industry and loves helping start-ups just like you. She has a proven track record of helping agencies start and grow their agencies, buy & sell rent rolls, getting ready for sale, and assisting with profitable succession and exit strategies.
CEO & CMO at O*NO Legal
Luke is your trusted legal guide for everything real estate agency law. With a hands-on approach and extensive expertise in commercial and transactional law, Luke works day in and day out with agency principals to successfully buy and sell rent rolls and agencies through shares. He kicked off his legal career in conveyancing and succession law and is now dedicated to honing his skills to help real estate agencies through legal challenges.
Associate at O*NO Legal
Luke Shumack
We help real estate agency and property management principals to shield their assets, future proof their relationships, expand faster, and plan effective exit strategies so that they can create a valuable asset that is there for them tomorrow. Unlike other law firms, we are focused exclusively on tackling the challenges faced by clients in the real estate industry.
We are committed to providing innovative and effective solutions that cater to all agencies, regardless of their age, size, or budget. In pursuit of this, we are constantly breaking the mould of traditional lawyering. That’s why we’ve put together this webinar, our extensive range of DIY legal templates, and our Start Up Sorted Program to show you just how easy, and cost effective, managing your agency legals can be.
About
O*NO Legal.
WATCH NOW ON-DEMAND:
Handing Over The Keys: Succession & Exit Planning Essentials For Agencies
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Boring legal stuff: Whilst this webinar has been designed and prepared by lawyers, this is general advice only and cannot be relied upon as legal advice as it does not take into consideration your exact agency circumstances. This information is for guidance only as there are many variables in your agency. Contact us to find out if any of these variables apply to you. Whilst we may provide high level advice in live group sessions, you are not covered by professional legal privilege in those settings and anything sensitive or potentially litigious should only be discussed privately to maintain privilege. When we have 1 on 1 sessions with you, those sessions are regarded as legal advice. PS - congratulations if you have read this far, you must love legal disclaimers or are a sucker for punishment.