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Mergers & Acquisitions

Grow by acquisition. Exit on your terms.

Whether you want to acquire a brokerage, merge with one, or plan your own succession or sale, Frank guides you through every step, confidentially.

Where You Are

Two Ways We Help

Every owner's situation is different. We start with your goals and build the right strategy around them.

BUYING

Acquire or Merge

Grow faster by bringing another brokerage, team, or office into yours.

  • Identify acquisition and merger targets
  • Evaluate fit, culture and financials
  • Structure and negotiate the deal
  • Plan the integration of agents and staff
SELLING

Succession & Exit

Get your brokerage ready for the right buyer, or plan who carries it forward.

  • Succession, merger or exit strategy
  • Preparing your brokerage to be valued well
  • Finding and vetting the right buyer
  • Protecting your agents and your legacy
The Process

From First Call to Closing

A clear, confidential path whether you are buying, merging or selling.

  1. STEP 01

    Confidential Call

    A private conversation about where you are and where you want to go.

  2. STEP 02

    Strategy

    We define the goal, the ideal deal, and what success looks like for you.

  3. STEP 03

    Identify & Evaluate

    We find the right opportunities and weigh fit, culture and financials.

  4. STEP 04

    Structure & Negotiate

    We help shape a deal that works for both sides and see it through.

  5. STEP 05

    Integrate

    We bring agents, staff and systems together so the people you gained stay.

What Drives Value

What Buyers Look At

Whether you are buying or preparing to sell, these are the areas that shape a brokerage's value.

  • Agent roster & productionWho your agents are and what they produce.
  • RetentionWhether agents stay, before and after a deal.
  • ProfitabilityGross commission income and what the company keeps.
  • Culture & leadershipWhat holds the company together.
  • Market positionBrand, market share and room to grow.
  • Systems & operationsHow smoothly the business runs day to day.
Frank Perdichizzi
Your Advisor

Deal Experience at the Highest Level

Frank spent nearly nine years with Berkshire Hathaway HomeServices, ultimately as Executive Vice President of Global Business Development, working directly with brokerage owners on mergers, acquisitions, market expansion and long-term profitability.

Before that, he helped build Tenura Holdings from the ground up, growing its brokerage to 408 agents. He knows what it takes to buy, build and run a brokerage, not only to advise on one.

  • 20+Years in brokerage growth
  • ~9 yrsGlobal business development, Berkshire Hathaway HomeServices
  • 48 statesPlus 9 international markets in the network he helped expand
  • $2M → $26MGross commission income growth at Tenura
After the Deal

Keep the Agents You Acquire

A deal is only as good as the agents who stay after it closes. We pair every acquisition with a plan to welcome the new agents and keep them.

With a virtual office from Capped, acquired agents move into one branded place with the documents, tools and support they need from day one.

See Our Retention Strategy

Integration Checklist

  • Personal welcome from leadership
  • Automated onboarding into your virtual office
  • Brand, documents and marketing ready day one
  • Clear commission and support plan
  • Regular check-ins through the first year

Start With a Confidential Conversation

Buying, merging or planning your exit, it starts with a private call. Call Frank direct at 512-771-2684 or book a time on his calendar.

Book a Confidential Call