Are We the Right Fit?
We specialize in working with commercial real estate professionals who meet a very specific profile. To ensure your time is well spent—and ours too—please take a moment to review who we serve and who we don’t.
Who We Work WithÂ
We exclusively partner with:
- Â Commercial real estate brokers or sales agentsÂ
- Â Who work at a brokerage firm (large or small)
- Â Who are currently paid as 1099 independent contractors,
or are W-2 employees who have the option to switch to independent contractor status
If that sounds like you, you’re in the right place.Â
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Who We Do Not Work With
To avoid any confusion, we’re not the right fit if you are:
- Â The owner of your own small brokerage firm
(Note: Principals or partners at larger firms with ownership opportunities are welcome)Â - Â Planning to leave your current firm to start your own brokerageÂ
- Â Working on the debt side of commercial real estate
- Â A W-2 employee of a property owner with no option to convert to an independent contractor
- Â Involved in real estate development, not brokerage
- Â In a similar business model but outside real estate brokerageÂ
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Ready to Chat?
If you meet the profile of who we serve, we’d love to connect.
BOOK A DISCOVERY CALL
Let’s explore how we can help you lower taxes, simplify your financial life, and free up your time to focus on what you do best.