Coaching & advisory for brokers and owners

Your next stage needs
more than more agents.

Build a brokerage that is clearer to lead, more intentional about growth, and better at supporting the people inside it. Work through the decisions with someone who has carried the responsibility of ownership.

01

Experience beyond individual production

Matt’s perspective comes from helping lead a family brokerage through partnerships, multi-office growth, and the daily work of developing people.

02

A business-wide conversation

Look at how recruiting, onboarding, staff responsibilities, technology, and culture fit together—not as unrelated problems.

03

Support for the owner, too

Make space for the decisions you cannot easily process with everyone on your team. Define the next moves and who will own them.

The decisions worth working on

Build the organization
behind the growth.

01

Recruiting & retention

Clarify your brokerage’s value, strengthen onboarding, and create a consistent experience that gives people reasons to stay.

02

Leadership & accountability

Define roles, decision rights, meeting rhythms, and the expectations that keep managers and owners aligned.

03

Operations & capacity

Review where the owner has become the bottleneck and which processes, responsibilities, or tools need to change.

04

Culture across offices

Build shared standards and connection without expecting every community or every office to feel identical.

05

Partnerships & transitions

Think through readiness, integration, communication, and succession before an important transition becomes urgent.

06

Sustainable growth

Look beyond agent count. Choose indicators for service, capacity, retention, and business health that fit your goals.

Work owner to owner

An outside perspective.
A defined scope.

Ongoing broker coaching

Owner Advisory

A 90-day engagement to work through priorities, strengthen your leadership rhythm, and keep important decisions moving.

  • Six private 60-minute sessions with Matt
  • A 90-day leadership and business-priority roadmap
  • A working decision log and accountability review
  • Brief email clarification between sessions

$995/month equivalent

$2,985 paid per 90-day engagement

Two sessions per month. Scope and fit confirmed before enrollment.

Discuss owner advisory

Business Intensive

$795

One 90-minute private session

Work through one substantial business decision with a defined action plan.

  • Pre-session questionnaire
  • Focused discussion with Matt
  • Written priorities and next steps
Discuss this option

Real Estate Business Audit

$1,495

A defined review + 60-minute readout

Get a structured outside view of one team or brokerage’s current operating priorities.

  • Agreed scope and de-identified inputs
  • Written observations and priority memo
  • A private 60-minute review call
Discuss this option

Team Strategy Workshop

$2,500

Up to 3 hours · virtual

Bring up to eight leaders into a facilitated conversation about direction and execution.

  • A planning conversation
  • A facilitated leadership workshop
  • A 90-day action and ownership summary
Discuss this option

All prices are USD. Owner Advisory is billed as a $2,985, 90-day engagement—not a $995 cancel-anytime subscription. Complex consulting, additional participants, in-person facilitation, travel, financial diligence, and implementation work require a separate scope and quote. No payment is collected on this website.

Owner questions

The right conversation
starts with the right scope.

Is this sales coaching or business advisory?

Broker advisory focuses on leadership, organizational priorities, recruiting systems, operations, and growth decisions. Agents looking for individual production habits and accountability should start with the agent coaching options.

Can my leadership team participate?

The Team Strategy Workshop is designed for up to eight leaders. Individual Owner Advisory is scoped with the owner; expanded leadership-team participation can be quoted separately.

Will Matt review a potential acquisition or partnership?

A strategy engagement can help you think about readiness, integration, communication, and leadership. Valuation, legal structuring, financial due diligence, negotiations, and transaction services are outside the standard scope.

What information should I send first?

Start with your business’s name, an approximate team size, and the decision you want to work on. Do not upload or email sensitive client or competitively sensitive business information before the fit and scope review.

Tell me about the work ahead

What needs your
attention next?

Share the broad challenge. We’ll start by discussing fit, conflicts, scope, and whether an engagement makes sense.

Prefer a Teams conversation?

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Prefer email? matthew.atwood@atwoodcompanies.com