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Growing Your Brokerage Through Mergers and Acquisitions

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Growing Your Brokerage Through Mergers and Acquisitions

Discover what the terms mergers and acquisitions mean and the various elements of these types of transactions. Throughout three learning tracks, you will be introduced to mergers and acquisitions, the differences and what might be the right strategy for you to utilize in each scenario. Other aspects to cover will be valuation and deal structure, value formulas, how to make sure companies have a good and correct valuation, and the actual transaction.



Online Anytime:  This course is available in online anytime format, visit store.car.org.

Certification:  This is a required course toward earning the Woman UP!® Executive Certification  This is a new certification.  For more information about these certifications, please visit the Certifications/Designation Page



How you will benefit from this course:

  • Provide clarity about mergers and acquisitions
  • Understand the different steps of mergers and acquisitions along with terminology and typical timelines
  • Define the value proposition behind M & A’s
  • Provide the verbiage to confidently consider and/or enter M & A’s
  • Show the various business reasons to grow, build, and scale a brokerage using M & A’s
  • Become familiar with various elements of a brokerage valuation and deal structures
  • Outline step-by-step how to set-up your business and how a transaction works
  • Learn the things to consider before entering an agreement, the transaction details, what to expect during the due diligence process, and the financial aspects of the deal

Who should attend:

All California REALTORS® that are interested in joining forces with other firms and quick expansion and growth.



Beate Chelette

Beate Chelette is the Growth Architect® and founder of the Women’s Code®. She is a certified woman business owner, and has been named one of fifty must-follow women entrepreneurs by the Huffington Post. A first-generation immigrant who found herself $135,000 in debt as a single parent, she bootstrapped her passion for photography into a highly successful global business, and eventually sold it to Bill Gates in a multimillion-dollar deal.

She has since become a highly sought-after speaker and trainer to businesses and organizations around the country. Through online courses, training programs, and in-person presentations, Beate has shared her insight with thousands of leaders, businesses, entrepreneurs, and founders. Today she specializes in engineering customized programs for forward-looking companies, enabling them to improve entrepreneurial skills and to move purposefully toward balanced, gender-neutral leadership. Recent clients include Merck, The Leadership Investment, SBDC, CSU Dominguez Hills, Women’s Legislative Caucus (CA), NFTE, CreativeLive, the Association of Corporate Growth, and TracyLocke.

Beate is the author of the #1 International Amazon Bestseller “Happy Woman Happy World – How to Go From Overwhelmed to Awesome” a book that corporate trainer and best-selling author Brian Tracy calls “a handbook for every woman who wants health, success and a fulfilling career."

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